AutomationMart
Home/Browse/Extract line items from supplier invoices in XLSX or CSV
Make.com

Extract line items from supplier invoices in XLSX or CSV

Make.comMake.com2 modulesv1.0
Xero

Connect Xero to Koncile to automate the extraction of key data from your supplier invoices. Use the Xero API to retrieve invoice documents (PDF format) πŸ‘‰ GET /api.xro/2.0/Invoices/{InvoiceID} with appropriate headers to fetch attachments. Send the PDF to Koncile OCR using your private API key and a predefined document template. Extract structured data fields such as invoice number, date, total amount, supplier name, and PO number. Get clean, reliable results β€” ready to use in your accounting wor

At a glance

Extract line items from supplier invoices in XLSX or CSV is a ready-made Make.com workflow you import as a blueprint JSON file β€” no build required. It connects Xero. It's free to download. Follow the 5-step import below to go live in minutes.

Platform
Make.com
Connects
Xero
Modules
2
Price
Free
Version
v1.0

About this workflow

Connect Xero to Koncile to automate the extraction of key data from your supplier invoices.

Use the Xero API to retrieve invoice documents (PDF format)

πŸ‘‰ GET /api.xro/2.0/Invoices/{InvoiceID} with appropriate headers to fetch attachments.

Send the PDF to Koncile OCR using your private API key and a predefined document template.

Extract structured data fields such as invoice number, date, total amount, supplier name, and PO number.

Get clean, reliable results β€” ready to use in your accounting workflows or export as CSV, Excel, or via API.

Make.com

How to import this Make.com workflow

  1. 1

    Download the blueprint JSON file after purchase.

  2. 2

    Open Make.com β†’ go to Scenarios β†’ click Import Blueprint.

  3. 3

    Select the downloaded JSON file and confirm.

  4. 4

    Connect your app credentials in each module.

  5. 5

    Run once manually to test, then activate the schedule.

Setup guide

Setup guide included

Purchase to unlock the full step-by-step guide

Related Make workflows

Send Slack messages for new Xero invoices

Every time a new invoice is created in Xero, Make will automatically send a message in Slack.

Free

Create EZOfficeInventory users from new Xero contacts

Every time a new contact is created in Xero, Make will automatically add that contact to EZOfficeInventory as a new user.

Free

Extract and organize receipt data for expense tracking with VLM Run and Google

Transform your expense tracking with automated AI receipt processing that extracts data and organizes it instantly. What this workflow does 1. Monitors Google Drive for new receipt uploads (images/PDFs) 2. Downloads and processes files automatically 3. Extracts key data using verified VLM Run node (merchant, amount, currency, date) 4. Saves structured data to Google Sheets for easy tracking Setup Prerequisites: Google Drive/Sheets accounts, VLM Run API credentials, n8n instance. Install the ver

Free

Delete an app item in Podio when a new credit note is created in Xero

When in Xero and a new credit note is issued in the name of the Podio app, Make will automatically delete a specific item from this app in Podio.

Free

Harvest + Google Sheet + Xero

This template allows you to automatically calculate the total number of hours you spent working for a client during the current month. The calculated data is stored in a Google Sheet but at the same time an invoice is created for the client. Note: In order for this template to work you need to make sure you have an existing record for each of your clients inside your Xero account. The name of each client needs to be the as the one in your Harvest account.

Free

Create Zoho Invoice invoices and contacts from Xero invoices and contacts

Every time a new invoice is created on Xero, Make will automatically get the details of that contact and create a new contact and invoice on Zoho Invoice.

Free

Verify phone number for new contact in Close CRM

Every time a new contact added in Close CRM, Make will automatically verify the contact phone number and add a note to Lead in Close CRM if the phone number is invalid.

Free

Add new ActiveCampaign contacts to Iterable user list

Every time a new contact is created in ActiveCampaign, Make will automatically add that contact to Iterable user list of your choice.

Free

Reviews

No reviews yet

Be the first to buy and share your experience.

Leave a review

Sign in to share your experience with this workflow.

Log in to review
Free
No ratings yet

Create a free account to purchase workflows.

  • JSON blueprint β€” instant download
  • Setup guide PDF included
  • 5 downloads Β· valid 30 days
  • Works with Make.com

Need help setting this up?

Book a 3-hour live setup session with an Agility consultant.

β‚Ή2,499/ session
3 hrs Β· video call
  • Configure live on Google Meet / Zoom
  • Free follow-up if workflow has defects
  • Platform expert assigned to you
Book installation session
Free