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Microsoft Excel + PerfectParser

Microsoft Excel + PerfectParser

Microsoft Excel + PerfectParser integrations

Add rows to Microsoft Excel when PerfectParser processes new documents

Manually entering document data into spreadsheets wastes time and invites errors. When PerfectParser processes a new document, this workflow adds the extracted fields as a row in Microsoft Excel. Your records build themselves, with no manual entry.

  1. When this happens...
    Document Processed
    Document Processed
    Document ProcessedTriggers when PerfectParser finishes processing a document β€” whether completed or failed. Map "Line Items β†’ … (all rows)" to write every line item β€” not "Line Items 0", which is only the first row. To write one row per line item in Google Sheets, use the "Create Spreadsheet Row(s)" action (plural, under the Spreadsheet Rows section) β€” one document uses one Zapier task regardless of how many line items it has. Add a Filter step (status = "completed") to skip failed documents, or use Paths to also send a failure alert by email or Slack.
  2. automatically do this!
    Add Row
    Add Row
    Add RowAdds a new row to the end of a worksheet.
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More things you can do with PerfectParser and Microsoft Excel

Discover other triggers and actions you can use with PerfectParser and Microsoft Excel

    • Parser
    Trigger
    Instant
    Try It
    • Plan Restrictions
    • Storage_source
    • Folder
    • Workbook
      Required
    • Worksheet
      Required
    Trigger
    Polling
    Try It
    • Plan Restrictions
    • Storage_source
    • Folder
    • Workbook
      Required
    Trigger
    Polling
    Try It
    • Plan Restrictions
    • Storage_source
    • Folder
    • Workbook
      Required
    • Worksheet
      Required
    Action
    Write
    • Parser
      Required
    • Document
      Required
    Action
    Write
    • Plan Restrictions
    • Storage_source
    • Folder
    • Workbook
      Required
    • Worksheet
      Required
    • Table
      Required
    Trigger
    Polling
    Try It
    • Plan Restrictions
    • Storage_source
    • Folder
    • Workbook
      Required
    • Worksheet
      Required
    • Trigger Column
    Trigger
    Polling
    Try It
    • Plan Restrictions
    • Storage_source
    • Folder
    • Workbook
      Required
    • Worksheet
      Required
    Action
    Write
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About Microsoft Excel
Microsoft's Excel is a spreadsheet application used by millions of users across the world. It is part of the Office ecosystem and is considered the industry standard for spreadsheets. Only files on OneDrive for Business (available with Office 365 and Sharepoint server) are supported at this time with Zapier.
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About PerfectParser
PerfectParser is a platform that extracts structured data from invoices, receipts, and PDFs.
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