Download Reports and Email - Xero

This Bot will download 3 reports from your Xero account and email them to the person concerned.

Top Benefits

  • Easy to use and integrate with existing Bots
  • This Bot provides you reports that helps in decision making.
  • Speeds up the entire process

Tasks

  • Logs in using secure credentials from the locker
  • Sends Email when the reports are downloaded
  • Automatically downloads the reports to the corresponding folder

This Bot will log in to your company’s Xero account (Has a locker and the username and password are stored as credentials in it) , requests the user for the necessary date range of the reports to be downloaded and downloads those reports, and sends it to the person concerned through an email..
The reports downloaded by this Bot are:
(1) Balance Sheet
(2) Profit and Loss Statement
(3) Statement of Cash Flows
All the 3 reports are put in the necessary folder and an email is sent to the concerned person who analyses those reports.
Here in this Bot the date range for the reports to be downloaded are prompted from the user – this Bot can also be customized to function for a specific date range also.

Success!

The download of Download Reports and Email - Xero will begin shortly.

In your Control Room, use the ‘Import’ button to load the downloaded file into your Automations.

Access Now

Free

Bot Security Program
Level 1
Applications
Business Process
Category
Downloads
34
Vendor
Automation Type
Bot
Last Updated
December 15, 2020
First Published
January 23, 2020
Platform
11.x
ReadMe
ReadMe
Support

Bot Security

Level 1
  • All bots on Bot Store have passed a malware scan.

Bot Security Program

Automation Anywhere Bot Security is the RPA industry’s first of its kind bot security framework. In partnership with cyber security experts, Bot Security encompasses four (4) progressive levels of security designation. All bots including those built in-house or procured from Bot Store, can now be deployed reliably with secure bot development practices in alignment with prevailing Confidentiality, Integrity, and Availability (CIA) cybersecurity principles and best practices. View full Bot Security details.

See the Bot in Action

Xero Reports Page
Prompting the user for the date range
Downloading the reports
PREV NEXT
Xero Reports Page
Prompting the user for the date range
Downloading the reports

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

  • Internet Explorer . Xero opens up in IE browser
  • Data Range for the reports to be downloaded

About Bot Store

Automation Anywhere's Bot Store accelerates your robotic process automation initiatives by offering pre-built automations and plug-and-play integrations, so that complex business processes can be automated in days.

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