Extract line items from supplier invoices in XLSX or CSV
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) π 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)
π 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.
How to import this Make.com workflow
- 1
Download the blueprint JSON file after purchase.
- 2
Open Make.com β go to Scenarios β click Import Blueprint.
- 3
Select the downloaded JSON file and confirm.
- 4
Connect your app credentials in each module.
- 5
Run once manually to test, then activate the schedule.
Setup guide
Setup guide included
Purchase to unlock the full step-by-step guide
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- 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.
- Configure live on Google Meet / Zoom
- Free follow-up if workflow has defects
- Platform expert assigned to you