1.Monitors new payroll worksheet
Integrate Microsoft Excel and spreadsheet import tools to read the new payroll worksheet and map fields into staging variables.
Create payroll journal and import file from spreadsheet
Automatically monitor new payroll worksheet uploads across Microsoft Excel, Zapier Tables, and Google Docs. Create and update draft journals when worksheets are added, payroll data changes, or staging totals refreshβso you can create staging records, generate import files, and draft accounting API entries without manual reconciliation.
How this automation drafts your payroll journal entries
When payroll worksheets arrive but journal prep stays manual, errors and delays can slow approvals. This automation reads the new worksheet, creates staging records, builds an import document, and posts a draft journal to your accounting APIβso your team can review with confidence.
Microsoft Excelor swap with your favorite app
2.Creates or updates staging record
Integrate Zapier Tables and secure credential storage to create staging by payroll date and map totals for totals and payables.
Zapier Tablesor swap with your favorite app
3.Creates draft import document
Integrate Google Docs and templating tools to generate a draft import document and fill line item placeholders from staging totals.
Google Docsor swap with your favorite app
4.Posts draft journal to accounting API
Integrate Webhooks by Zapier and API integration to send a POST payload for the payroll date and set draft status.
Webhooks by Zapieror swap with your favorite app
5.Sends notification with links
Integrate Email by Zapier and email delivery tools to notify administrators with the Google Doc link and draft journal reference.
Email by Zapieror swap with your favorite app
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Accelerate month-end accuracy with automated entry creation, approval routing, and record updates
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