This instruction will guide you through the process of creating an invoice tracker in Google Sheets. The idea is that all invoices that are arriving in your Google Drive will be automatically processed by Google Sheets. By using Zapier and Bitskout, you can automate this task and save time. Follow the steps below to set up the integration.
Step 1. Set up a trigger in Zapier
Choose the "New File in a Folder" trigger. This trigger will catch any new files that arrive in the specified folder and pass them to Bitskout.
Choose the folder in your Google Drive where the invoices are stored. In my example, I will use the folder "Testing Files."
Click "Continue" and then press "Find New Records." Locate the invoice file in the refreshed screen. And press 'Continue with the selected record'.
Step 2. Choose Bitskout as the next step
Select Bitskout as the action in Zapier. This action will allow you to extract data from the invoice without creating any additional plugins.
Select your Bitskout account.
Choose "File Exists But Not Shown" as the file URL option.
Do not select any other URLs or add additional information.
Run a test to ensure that Zapier successfully prepares the file for Bitskout.
Step 3. Use Google Sheets to set up an Invoice Tracker
Choose Google Sheets as the next step in Zapier.
Select your Google Sheets account. Then choose the drive and spreadsheet where you want to store the data and select the specific sheet within the spreadsheet.
Map the fields from the previous steps to the corresponding columns in Google Sheets. - Only select the data that you need and directly map it into Bitskout.
Run a test to ensure that the data appears correctly in the Google Sheet.
And voila! Your Zap is ready. And here is a Zap template for Google Mail.
Creating Invoice Tracker in 5 minutes
As you can see - it is fairly straightforward and easy. In 5 minutes you can set up an invoice tracker and get all your information into a Google Sheet.
In the next post, we will show how to extract line items into the same spreadsheet.