Extract Invoice Data from PDF using PDF.co and UiPath

In this tutorial, we will show you how to extract invoice data from PDF using PDF.co and UiPath. PDF.co is great for extracting invoices. So, let’s get started:

Contents

01
Create New Process
    02
    Add PDF.co Package
      03
      Add PDF.co Scope
        04
        PDF.co API Key
          05
          Add PDF.co API Call
            06
            Add Document Parser Endpoint
              07
              Add Input Request
                08
                Add Output Response
                  09
                  Add Message Box
                    10
                    Add Message Box Output
                      11
                      Run Workflow for UiPath Invoice Extraction
                        12
                        Document Parser Result

                          Step 1: Create New Process

                          To begin the UiPath invoice data extraction, let’s create a new blank process.

                          New UiPath Process

                          Step 2: Add PDF.co Package

                          Click on Manage Packages –> All Packages. Look up PDF.co in the packages and install.

                          Install PDF.co Package

                          Step 3: Add PDF.co Scope

                          Let’s drag the PDF.co Scope into the main workflow.

                          PDF.co Scope

                          Step 4: PDF.co API Key

                          Add your PDF.co API Key between the double quotes. You can get your API Key in the dashboard.

                          Enter PDF.co API Key

                          Step 5: Add PDF.co API Call

                          Now, drag the PDF.co API Call inside PDF.co Scope.

                          Add PDF.co API Call

                          Step 6: Add Document Parser Endpoint

                          In the PDF.co API URL field, enter this endpoint with double quotes “https://api.pdf.co/v1/pdf/documentparser”

                          Enter Document Parser Endpoint

                          Step 7: Add Input Request

                          In the Input Request field, enter the Input JSON. Below is a sample request:

                          "{ ""url"": ""https://bytescout-com.s3-us-west-2.amazonaws.com/files/demo-files/cloud-api/document-parser/sample-invoice.pdf"", ""outputFormat"": ""JSON"", ""templateId"": ""1"", ""inline"": ""True"" }"
                          Enter Document Parser Input JSON

                          The JSON code contains the url, outputFormat, templateId, and inline parameters. If you have created a custom template, you can get the templateId on the Document Parser page.

                          To create your Document Parser template from scratch, please check out the Template Editor.

                          Step 8: Add Output Response

                          Let’s set the variable OutputResponse for our Output Response.

                          Set Output Response

                          Step 9: Add Message Box

                          Let’s use a Message Box to display the output. Click on the plus icon and type in Message Box.

                          Add Message Box

                          Step 10: Add Message Box Output

                          In the Text field, type in the OutputResponse variable.

                          Add Message Box Value

                          Step 11: Run Workflow for UiPath Invoice Extraction

                          Now, click on Run the workflow to see the result.

                          Run Workflow

                          Step 12: Document Parser Result

                          Here’s the PDF invoice that we parsed using the PDF.co Document Parser API.

                          Document Parser Result

                          In this tutorial, you learned how to use PDF.co and UiPath for invoice data extraction. You learned how to add PDF.co as a package in UiPath. You also learned how to set up the workflow for the Document Parser using PDF.co API Call.