In this tutorial, we will show you how to parse invoices and send data to Airtable using PDF.co and Make

  1. Create a New Scenario
  2. Google Drive Module
  3. Download a File
  4. Google Drive Configuration
  5. Add PDF.co Module
  6. Parse a Document
  7. PDF.co Configuration
  8. Parse Value Result
  9. Add Airtable Module
  10. Create a Record
  11. Airtable Configuration
  12. Run Scenario Result
  13. Output

We will use this sample PDF Invoice to parse data.

Sample PDF Invoice
Sample PDF Invoice

Step 1: Create a New Scenario

  • To begin. First, log into your Make account and click on the Create a New Scenario button.

Step 2: Google Drive Module

  • Next, search and select the Google Drive module.

Google Drive Module

Step 3: Download a File

  • Then, choose the Download a File module to load the file from your Google Drive.

Download a File

Step 4: Google Drive Configuration

Let’s set up the Google Drive configuration

  • For the Enter a File ID field, choose Select from the list to find all the available Google Drive folders.
  • In the Choose a Drive field, select My Drive.
  • In the Folder field, enter your specific folder where the file was stored.

Google Drive Configuration

Once you’re done setting up the configuration, you can now add another module.

Step 5: Add PDF.co Module

  • Now, let’s add the PDF.co module.

Add PDF.co Module

Step 6: Parse a Document

  • Next, choose the Parse a Document module to parse invoice data.

Parse a Document

Step 7: PDF.co Configuration

Let’s set up the PDF.co configuration

  • For the Input File field, select Upload a File to automatically load a file from Google Drive.
  • For the Document Parser Template ID field, enter your custom template’s Id. You can find it on the Document Parser page here.

PDF.co Configuration

After setting up the configuration, click on the run button to make sure that are no errors in the setup.

Step 8: Parse Value Result

  • Great! The PDF.co successfully process our request and returned a URL of the parsed data.

Parse Value Result

Now, let’s add another module and send the parse data to Airtable.

Step 9: Add Airtable Module

  • Kindly search and select the Airtable module.

Add Airtable Module

Step 10: Create a Record

  • Next, choose the Create a Record module to create a new record in Airtable.

Create a Record

Step 11: Airtable Configuration

Let’s set up the Airtable configuration

  • In the Base dropdown box, select the base in which to create a record.
  • In the Table dropdown box, enter the table name you created.
  • For the Date dropdown box, select the Body: Object Value: Date which contains the parsed data.
  • For the Invoice Number dropdown box, select the Body: Object Value: Invoice Number which contains the parsed data.
  • For the Total dropdown box, select the Body: Object Value: Total which contains the parsed data.

Airtable Configuration

After setting up the configuration, click on the run button to send the parse data to Airtable.

Step 12: Run Scenario Result

  • Excellent! We successfully send the parsed data to Airtable.

Run Scenario Result

Step 13: Output

  • Here’s the parse data that we successfully send to Airtable.
New Record Created in Airtable
New Record Created in Airtable

In this tutorial, you learned how to parse invoices and send data to Airtable using Make. You learned how to use the PDF.co Parse a Document to parse invoice data.

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