1.Monitors new CSV file in folder
Integrate Microsoft SharePoint and file storage tools to watch the configured folder for new CSV files to trigger import readiness.
Create accounts payable import records from uploaded CSV
Automatically monitor Microsoft SharePoint for new AP CSV files across shared storage. Create and update staging records when CSV rows import, so you can validate line items, duplicate tables per run, and prepare accounting-ready imports without manual reformatting.
How this automation prepares AP import records
When AP CSV uploads arrive in shared storage but need parsing and mapping, delays can slow month-end close. This automation watches SharePoint for new files, imports CSV rows, duplicates a staging table, loops line items, and creates accounting-ready AP recordsβso your team can import faster and reduce errors.
Microsoft SharePointor swap with your favorite app
2.Imports CSV content into line items
Integrate Formatter by Zapier and CSV parsing tools to convert CSV content into line items and treat the first row as header to structure imports.
Formatter by Zapieror swap with your favorite app
3.Duplicates staging table with timestamp
Integrate Zapier Tables and database staging tools to duplicate your template import table and timestamp the copy to isolate each run.
Zapier Tablesor swap with your favorite app
4.Loops through parsed line items
Integrate Looping by Zapier and row iteration tools to iterate each parsed CSV row to expose values for lookups.
Looping by Zapieror swap with your favorite app
5.Creates validated AP rows in staging
Integrate Zapier Tables and accounting mapping tools to look up properties and account mappings and create new staging rows to prepare import records.
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