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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 the excel sheet as input.

This requires an Invoicely account and correct data to be added in input file provided with the download zip. For more details about input variables refer to readme provided.

Get Bot

Free

Applications
Business Process
Category
Security
Passed third-party anti-virus scan conducted by Automation Anywhere.
Downloads
76
Vendor
Automation Type
Bot
Last Updated
September 26, 2018
First Published
September 10, 2018
Support

See the Bot in Action

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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

  • 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