PARSER GUIDES

Extract Data from Purchase Orders

Quick guide to extracting data from purchase orders

Create a purchase-order parser, process one PO, and download the result.

Create the parser

Click Create Document Parser, enter a name, and choose Purchase order.

Screenshot placeholderguide-guides-extract-data-from-purchase-orders-01-live-create-purchase-order-parser.webpRequired PARSER view: Create document parser with Purchase order selectedFuture alt text: Create document parser with Purchase order selected

Choose what to extract

Keep fields such as PO Number, PO Date, Vendor Name, and Total Amount. Keep the Line Items table when you need item, quantity, price, and total.

Screenshot placeholderguide-guides-extract-data-from-purchase-orders-02-live-purchase-order-fields.webpRequired PARSER view: What to extract showing purchase-order fields and a Line Items tableFuture alt text: What to extract showing purchase-order fields and a Line Items table

Upload one purchase order

Upload a typical PO and wait for processing to finish.

Screenshot placeholderguide-guides-extract-data-from-purchase-orders-03-live-purchase-order-upload.webpRequired PARSER view: Purchase order selected in its parser upload drawerFuture alt text: Purchase order selected in its parser upload drawer

Review and export

Open the PO, check its fields and line items, then click Export Data to download XLSX or CSV.

Screenshot placeholderguide-guides-extract-data-from-purchase-orders-04-purchase-order-open-export-data.webpRequired PARSER view: Purchase order open beside extracted data with Export Data visibleFuture alt text: Purchase order open beside extracted data with Export Data visible

Use Folders when purchase orders should be separated by vendor or project.

Extract Data from InvoicesQuick guide to extracting data from invoicesOpen guide → Extract Table Data from Bank StatementsQuick guide to extracting transaction data from bank statementsOpen guide →