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.

See the Bot in Action

Setup process

Install

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

Configure

Use the Bot in a bot, configure keys and other credentials the Bot will need (see the 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

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