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How to extract data from purchase orders to monday.com
How to extract data from purchase orders to monday.com

Extracting data from purchase order to monday.com columns

Ilia Zelenkin avatar
Written by Ilia Zelenkin
Updated over a week ago

Purchase Order extraction plugin is a template in Bitskout. To use it, navigate to Templates page:

Look for Purchase Order template and press on Use Template. Bitskout will show you the list of options to set up where you want data to appear.

<a href="https://downloads.intercomcdn.com/i/o/645885930/3e6fcf45159c63269719c768/Screenshot+2023-01-04+at+13.40.47.png" rel="nofollow noopener noreferrer" target="_blank">https://downloads.intercomcdn.com/i/o/645885930/3e6fcf45159c63269719c768/Screenshot+2023-01-04+at+13.40.47.png</a>

If you use monday.com, click on the tool icon. Then press "Select Board/Project".

<a href="https://downloads.intercomcdn.com/i/o/645886218/99685d24ea2f9112456bc4c4/Screenshot+2023-01-04+at+13.41.10.png" rel="nofollow noopener noreferrer" target="_blank">https://downloads.intercomcdn.com/i/o/645886218/99685d24ea2f9112456bc4c4/Screenshot+2023-01-04+at+13.41.10.png</a>

The screen with board selection will appear.

<a href="https://downloads.intercomcdn.com/i/o/645886737/480935cdb41d5c41e3935bfb/Screenshot+2023-01-04+at+13.41.54.png" rel="nofollow noopener noreferrer" target="_blank">https://downloads.intercomcdn.com/i/o/645886737/480935cdb41d5c41e3935bfb/Screenshot+2023-01-04+at+13.41.54.png</a>

First press "Select Workspace" and choose a workspace. In our example we will choose All workspaces.

<a href="https://downloads.intercomcdn.com/i/o/645887059/605b55f62020da7880c3123f/Screenshot+2023-01-04+at+13.42.33.png" rel="nofollow noopener noreferrer" target="_blank">https://downloads.intercomcdn.com/i/o/645887059/605b55f62020da7880c3123f/Screenshot+2023-01-04+at+13.42.33.png</a>

Once you've selected the workspace, the board search screen will appear. Type first letters of the board name, and click Search.

Then click on board name you want to write data and click Apply.

Next, drag and drop the fields from left hand side to the fields on right hand side. This way you are mapping where the business card data will appear.

And in the next screen give a plugin a name and press Create.

<a href="https://downloads.intercomcdn.com/i/o/645891431/fee95908c39e2f243663bb37/Screenshot+2023-01-04+at+13.47.34.png" rel="nofollow noopener noreferrer" target="_blank">https://downloads.intercomcdn.com/i/o/645891431/fee95908c39e2f243663bb37/Screenshot+2023-01-04+at+13.47.34.png</a>

And the last step make sure to add a recipe in the selected board to trigger the plugin:

When you add a recipe, you will be able to see your plugins.

The complete recipe looks like this.

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