Create Clients in Invoicely
This bot enables you to create multiple clients in Invoicely from an Excel spreadsheet
Top Benefits
- Automated client generation at scale
- Can be run at any desired frequency
This bot can create multiple clients using an Excel sheet as an input.
This requires an Invoicely account and correct data to be added in the input file provided with the download zip. For more details about input variables, refer to the readme provided.
Free
- Bot Security Program
-
Level 1
- Applications
-
- Business Process
- Finance & Accounting
- Category
- Productivity
- Downloads
- 93
- Vendor
- Automation Type
- Bot
- Last Updated
- December 4, 2020
- First Published
- September 10, 2018
- Platform
- 11.x
- Support
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- Community Support Only
- Pathfinder Community Developer Forum
- Bot Store FAQs
See the Bot in Action
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
- Functional AAE 11.2
- Inputs: Inv_title, Inv_desc, Inv_no, Lang, Currency, Client_name, Date_1, Inv_date, Item_count, PO_num, Desc, Qty, Rate, Unit, Inv_note, Username, Password