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.
Free
- Bot Security Program
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Level 1 - Applications
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- Business Process
- Finance and Accounting
- Category
- Horizontal
- Downloads
- 90
- Vendor
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- Automation Type
- Bot
- Last Updated
- December 20, 2019
- First Published
- September 10, 2018
- Support
-
- Community Support Only
- A-People Community Forums
- 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