How to extract data from Purchase Orders in SharePoint to Excel in 5 minutes

Introduction: In this instruction, you will learn how to automate the extraction of data from SharePoint files using Power Automate. By following these steps, you will be able to set up a flow that extracts data from purchase orders and loads it into SharePoint folders.

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.

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

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.

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: Extract data from the purchase order 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 steps, you can automate the extraction of data from your purchase orders in SharePoint, saving time and effort in manual data entry.