How to Convert Sales Order to XLS using Zapier

In this tutorial, we will show you how to convert sales order to XLS using and Zapier.

  1. Create a Zap
  2. Trigger App and Event
  3. Setup Trigger
  4. Test Trigger
  5. Action App and Event
  6. Setup Action
  7. Test Action
  8. Test Result

We will use this sample sales order and convert it into an XLS file.

Sample Sales Order PDF
Sample Sales Order PDF

Here’s the converted XLS file.

Converted XLS File
Converted XLS File

Step 1: Create a Zap

  • First, log in to your Zapier account and create a Zap.

Step 2: Trigger App and Event

  • Next, select the Google Drive app and choose the New File in Folder as a trigger.

Trigger App and Event

Step 3: Setup Trigger

Let’s set up the trigger.

  • In the Drive field, select My Google Drive.
  • For the Folder field, choose the specific folder where the file was stored.

Setup Trigger

Step 4: Test Trigger

  • After setting up, click the test trigger button.

Test Trigger
Test Trigger Result

Once the test trigger was successful. We will proceed to the action event.

Step 5: Action App and Event

  • Search and select the app. Then, choose the PDF to Anything Converter as an action event.

Action App and Event

Step 6: Setup Action

We will now set up the action.

  • In the Output Format field, select XLS spreadsheet to convert PDF into an XLS file.
  • For the PDF URL field, select the Web Content Link from Google Drive.
  • For the Name field, add your desired XLS output name.

Setup Action

Step 7: Test Action

  • Click the test and review button to send a request.

Test Action

Step 8: Test Result

  • Once the test was successful, copy the URL and paste it into your browser to download the XLS file.

Test Result

Step 9: XLS Output

  • Here’s the converted XLS file
Converted XLS File
Converted XLS File

In this tutorial, you learned how to convert sales order PDFs into XLS files using Zapier. You learned how to use the Web API to convert PDF to XLS. You also learned how to set up the PDF to Anything Converter to convert PDF files into XLS format.

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