How to Extract Data from Invoices in SharePoint to Excel using Power Automate in 5 minutes

Introduction

This instruction will guide you through the process of extracting data from invoices loaded into SharePoint and transferring it to Excel using Power Automate and Bitskout. By following these steps, you can automate the invoice data extraction process and map the data directly into Excel.

Video Instruction

Step 1. Create a Trigger in Power Automate

Set up a trigger that initiates the extraction process when a file is created in SharePoint.

Specify the SharePoint Site Address and Library Name: - Description: Provide the complete URL of your SharePoint site and the library name where the invoices are stored.

Also Read: How to Set up Resume Data Extraction in SharePoint using Power Automate in 5 minutes

Step 2: Use the "Get File Content using Path"

Description: Retrieve the file content information using the file path from the previous step.

Step 3: Invoice Automation with Bitskout

Add a new step and search for Bitskout in the list of connectors. In the list of available actions, choose Extract Data from Invoices.

In the file_url field write a small expression, "base64( <FILE CONTENT>)", to extract data from the invoice using Bitskout. You need to select the variable from the previous step in Dynamic Content and add it to the brackets.

The final setup will look like this.

Step 4: Setup Excel

Add the next action called "Add a row into a table" from MS Excel. Map the extracted data directly into Excel.

By following these four steps, you can fully automate the extraction of invoice data to any desired tool.