PARSER GUIDES

Send Invoice Emails to Google Sheets

Forward invoice attachments to PARSER and add the extracted data to a spreadsheet

Forward an invoice email, check the extracted data, and add it to Google Sheets automatically.

Invoice email -> PARSER invoice parser -> Review -> Google Sheets row

Test the invoice parser

Open your invoice parser and process one sample invoice. Check that it extracts the fields you want in the spreadsheet.

Connect Google Sheets

Open Integrations, add Google Sheets, and connect your Google account. Choose an existing spreadsheet or create a new one.

When PARSER creates the spreadsheet, it adds a Fields tab and one tab for each table in your parser. Map the Fields tab for invoice details. If your parser has line items, map the line-items tab too.

Select each tab you want to update, map its PARSER fields to spreadsheet columns, then click Save Configuration.

Copy the parser email address

Return to the Document Inbox and copy the parser's email address.

Forward one invoice

Open an invoice email, click Forward, paste the PARSER address, confirm the invoice is attached, and click Send.

Review the invoice

Open the new document in PARSER, compare the invoice with the extracted values, and correct anything important. Approve it when your parser uses Reviews & Approvals.

Check Google Sheets

Open the spreadsheet and confirm that the Fields tab contains one new invoice row. If you mapped line items, confirm that the line-items tab contains one row for each invoice line.

The workflow is ready. Future processed--or approved--invoice emails will follow the same path.

Make it automatic

Use a Gmail filter or Outlook forwarding rule for selected invoice emails. Use a folder email address when invoices should also be separated by client.