Add New Client to Invoicely

The bot takes client details from the CSV file and creates clients on the Invoicely application

Top Benefits

  • Takes client details from the CSV file and Excel spreadsheet
  • Creates clients in the Invoicely application

This bot takes client details from a CSV file and creates a number of clients on the Invoicely application for support.

Notes on usage:

  • Log into Invoicely account site before running the bot
  • After log in, the user must be in a new client page (not in a client page) and edit client page
  • Property file should have up-to-date data like Invoicely URL (e.g. https://sublimation.invoicely.com/clients), Customer Name, Customer Mail ID, and valid details of Clients

This bot will run only in Internet Explorer browser.

Get Bot

Free

Bot Security Program
Level 1
Applications
Business Process
Category
Downloads
133
Vendor
Automation Type
Bot
Last Updated
February 2, 2021
First Published
March 19, 2019
Enterprise Version
10.7
ReadMe
ReadMe
Support

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Setup Process

Install

Download the Bot and follow the instructions to install it in your AAE Control Room.

Configure

Open the Bot to configure your username and other settings the Bot will need (see the Installation Guide or ReadMe for details.)

Run

That's it - now the Bot is ready to get going!

Requirements and Inputs

  • Automation Anywhere Enterprise v10.7 sp2 or higher
  • Invoicely account
  • Internet Explorer browser
  • Inputs: Client details from the CSV file. See the ReadMe for more details.