Create Customer List in FreeAgent

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

Top Benefits

  • Speed up customer list creation in FreeAgent
  • 100% accurate data entry
  • Eliminate a tedious task

Tasks

  • Creates new customer records in FreeAgent

Use this bot to take customer data from a CSV file and create customer records in FreeAgent.

Provide the bot with FreeAgent login credentials and the customer CSV, and eliminate this tedious data entry task from your work.

Bot in Action:
1) Once you run the bot, it requests the user login and password. This is obtained from the user for the easy understanding of the bot. That data can be hardcoded.
2) Once the login credentials are entered, the bot logs into the FreeAgent website.
3) Once logged in, a prompt window appears asking for the CSV file containing 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.

Get Bot

Free

Bot Security Program
Level 1
Applications
Business Process
Category
Downloads
35
Vendor
Automation Type
Bot
Last Updated
December 4, 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 a CSV Spreadsheet. Spreadsheet template is included.