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Integrating Docparser with Zoho Books

Automatically parse data from PDFs in emails and update Zoho CRM records, and automatically create bills in Zoho Books with the parsed data.

Docparser Integration with Zoho Books

Docparser is a document parsing and automation tool, used to extract data from documents in various formats, such as PDFs, Word, or scanned images, using custom parsing rules. It automatically converts the extracted data into structured data that can be easily imported into other applications.

By integrating Docparser with Zoho Books, you can streamline the process of capturing data from various documents received from vendors or clients. In addition, you can automate the data entry process.

Imagine your company receives stacks of invoices, purchase orders, and receipts daily, each containing critical data via email as a PDF attachment. Traditionally, you'd manually enter the data into Zoho Books. Now, consider the time and effort it takes to extract manually and input this data into your accounting software.Zoho Books. It's a tedious and error-prone process that not only consumes valuable resources but also hampers productivity.

This is where the integration of Docparser with Zoho Books emerges as a game-changer. With Docparser integrated, it can automatically extract that key data from the PDF attachments in the email and automatically update the relevant customer record in Zoho CRM, ensuring your customer information stays up-to-date. Finally, the extracted data can be used to generate a bill in Zoho Books automatically, further automating the accounts payable process.

How does Integrating Docparser with Zoho Books enhance your business operations?

We've automated the order processing for sellers who dropship products from multiple vendors using Docparser and Zoho Books.

Here's a breakdown of how it works:

The Challenge: Manual Data Entry
  • When customers place orders on platforms like Amazon or BigCommerce, the order details are transferred from the seller to the vendor responsible for fulfilling the order.

  • Seller work with multiple vendors, and based on the specific products ordered by customers, the relevant details are sent to the respective vendor.

  • Vendors then process these orders and arrange for shipment to the customer using suitable shipping carriers available in their region.

  • Sellers have to manually entering the key data from PDFs into Zoho CRM was tedious and error-prone.

The Solution: Automated Data Extraction using Docparser

1. Docparser Parses Vendor PDF
  • Vendors often communicate order and shipment details to sellers via PDF documents, which can vary significantly in format and complexity.

  • When a vendor email with a PDF attachment arrives in the seller inbox, Docparser automatically extracts key details like shipment information, product details, and potentially even payment details from the vendor's PDF attached in the email

2. Extracted Data Flows to Zoho CRM and E-commerce Platforms:

The extracted data is then seamlessly updated within the corresponding records in Zoho CRM.

Simultaneously, the parsed data is relayed to the e-commerce platforms like Amazon or BigCommerce, expediting the order fulfillment process.

3. Automated Bill Creation in Zoho Books:
  • The extracted data from Docparser is automatically fed into Zoho Books.

  • This allows for automatic bill generation for the customer based on the order details.

Is manual data entry from PDFs slowing you down? There's a better way! We can show you how.

Contact Us Now and discover how Docparser automates data extraction, saving you valuable time.

Benefits:


Frustrated by Extracting Key Data from PDFs?

Our Zoho Creator developers are here to write custom parsing rules in Docparser to extract key data from PDF attachments in the emails automatically and insert it into the application you want. No more manual data entry!

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Frustrated by Extracting Key Data from PDFs?

Our Zoho Creator developers are here to write custom parsing rules in Docparser to extract key data from PDF attachments in the emails automatically and insert it into the application you want. No more manual data entry!