Invoicely Create User and Organization

This Bot logs in to invoicely.com and adds 2 different types of clients - Users and Organization from the list mentioned in the Excel sheet.

Top Benefits

  • Speeds up the Transaction rate
  • 100% accurate data handling
  • Reduces time involved in data entry job
  • Logic can be integrated with any web ERP application
  • Each record is created in less than 10 seconds

Tasks

  • Read and Validate Excel file
  • Create new user or organization on the website
  • Uses Metabot. Even if the GUI changes, corrections are easy to make
  • Can be integrated with any system that needs to enter values from a CSV or an Excel to a web-based ERP
  • Checks if the previous session was logged out as well

This bot can be referenced for a common use case when you would need to read Excel spreadsheet values to variables or when you need the values to be entered into some other system like web-ERP etc.

Inputs: Data is being saved in a structured format in Excel with 2 sheets. One for Users and the other for Organizations.

Actions: Logs into the website with the credentials. Checks if the previous session was terminated correctly. If not, rectifies the same and will log in successfully. Reads multiple sheets from the Excel input file and enters the data into the web ERP Invoicely.com in the appropriate pages.

Output: The Bot identifies User and Organization values separately and handles the data input accordingly with zero errors and with higher transaction speed.

Use Cases: Any use case which involves reading data from an Excel and entering data into a web-ERP or a web form filling like ESI, PF etc.

Get Bot

Free

Bot Security Program
Level 1
Applications
Business Process
Category
Downloads
34
Vendor
Automation Type
Bot
Last Updated
December 7, 2020
First Published
January 6, 2020
Enterprise Version
11.x
Support

See the Bot in Action

Home screen
Data entered in the page
Users and organizations added
Final logout validation screen
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Home screen
Data entered in the page
Users and organizations added
Final logout validation screen

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

  • Automation Anywhere V11.x (minimum)
  • Login credentials for Invoicely.com
  • Input file: invoicely.xlsx shared along with the bot stored in C:\RPA Practice
  • Variables in Logic Metabot needs to be updated with the email address and password created to login