Free Agent Customer List Creation

This Bot takes customer data from a CSV file and creates customer records for you in FreeAgent

Top Benefits

  • Speeds up Customer List Creation in FreeAgent
  • 100% accurate List Updation
  • Fast & Efficient Processing

Tasks

  • Creates new record of Customer Details in FreeAgent

Inputs & Triggers : This bot needs you to give the Login credentials and specify the csv file which contains the customer details when prompted

Action:
1) Once you run the bot, it requests for user login and password. This is obtained from the user for easy understanding of the bot.It is efficient if those data are hardcoded. Changes can be made to the code by the user.
2) Once the login credentials are entered, then the bot logs you into the FreeAgent website.
3)Once logged in, a prompt window appears asking for the excel file containing all the customer list.
4)Select the file and click “OK”. You can sit back and watch the Customer Details being automatically created in your FreeAgent web application.

Outputs: You will have your Customer List created in FreeAgent

Use cases: You don't have to spend time on creating the customer list individually.It saves man hours by automatically doing it for you.

Get Bot

Free

Bot Security Program
Level 1
Applications
Business Process
Category
Downloads
18
Vendor
Automation Type
Bot
Last Updated
February 7, 2020
First Published
December 23, 2019
Enterprise Version
11.3
ReadMe
ReadMe
Support

See the Bot in Action

Enter Login Credentials
Specify the csv file with customer details
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Enter Login Credentials
Specify the csv file with customer details

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

  • Input an CSV Spreadsheet.Spreadsheet template is included