Export Extracted Data from AlgoDocs to Google Sheets using Zapier

Streamline your workflow! This tutorial demonstrates how to integrate AlgoDocs with Zapier to automatically export extracted data from PDFs and photos directly to Google Sheets. Eliminate manual data entry and boost efficiency with this powerful automation solution. Start using the free plan of AlgoDocs (50 pages per month).

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Hi, my name is Joel. Welcome to today’s video tutorial. Today I’ll be walking you through the process of creating Zapier integration on your AlgoDocs account for fetching extracted data from AlgoDocs to Google Sheets.

So join me as I head over to the integrations page. I select Zapier, and I use the create button. I am required to create a trigger, and the flow is from AlgoDocs to Google Sheets.

So the first app we’ll be working with will be AlgoDocs. I have to select an event that will start my Zap, and for me, that is whenever there’s an extracted table row available. I click the continue button.

My AlgoDocs account is connected. I continue. Now I have to select a folder from which I want to fetch the extracted data and a document extractor. I clicked continue.

Now I test my trigger.

It says no extracted table row was found. So I go back to my AlgoDocs account, and in File Manager, I upload a file into the folder I selected in the previous step using the same extractor.

I can close that and return to my Zapier integration. I tested my trigger again, and my trigger now recognizes a new table row that has been extracted. So I clicked continue.

The next app will be Google Sheets because we’re fetching the data from AlgoDocs Google Sheets. For my event, I want Zapier to create multiple spreadsheet rows and I click continue. My Google account is already connected. Now I have to select a drive.

If you don’t do this, it is selected for you by default. Now a spreadsheet. and then worksheets.

Now, where did the spreadsheet and worksheet appear from? In my Google Sheets, I already have a spreadsheet created and it has one worksheet with columns. Now these columns match the columns in my extracted data.

let’s head over to my extracted data to have a look. here I have a table with these columns headers. and in my spreadsheet, I have identical column headers.

So what I did was ensure that I duplicated the columns in my extracted data into my spreadsheet. Why I did that is because I want the data in these columns, to be populated into my Google Sheets. my Zapier can see the column headers in my spreadsheet.

Now, if I select a particular column name, I can search for the name that corresponds with it on my AlgoDocs extracted data. By doing this, I am telling Zap to populate, the invoice number column in Google Sheets with the invoice number extracted by AlgoDocs.

So I’m going to repeat the same step for all columns. I have matched the spreadsheet columns, with their corresponding columns from AlgoDocs. So I can continue.

Now if I test this step, what happens is that all this data will be replicated into my Google Sheets. It says a create multiple spreadsheets has been sent to Google Sheets. With this, I can go ahead and rename my Zap,

My Zap has been renamed, and I can publish it.

Now, whenever I upload a new file into my file manager and select extractor, Zap will automatically send the extracted table row to Google Sheets.

That brings us to the end of this video, I hope you continue to use the numerous features that AlgoDocs has to offer.
Remember, if you have any questions or require support, you can always reach out to us, and we will give you a quick response. I look forward to seeing you in the next video.