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How to extract data from invoices to Asana
How to extract data from invoices to Asana

Automating invoice data extraction to Asana

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

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

Press on Use Template. Bitskout will show you the list of options to set up where you want data to appear.

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As we are using Asana, click on the Asana icon. Then press "Select Board/Project".

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The screen with project selection will appear.

<a href="https://downloads.intercomcdn.com/i/o/647802876/0e111994eb2d456cfe339145/Screenshot+2023-01-07+at+08.04.10.png" target="_blank" rel="nofollow noopener noreferrer">https://downloads.intercomcdn.com/i/o/647802876/0e111994eb2d456cfe339145/Screenshot+2023-01-07+at+08.04.10.png</a>

First press "Select Workspace" and choose a workspace. In our example we will choose your workspace**.**

<a href="https://downloads.intercomcdn.com/i/o/647803166/3f0c38febc4e61399d48b418/Screenshot+2023-01-07+at+08.04.32.png" target="_blank" rel="nofollow noopener noreferrer">https://downloads.intercomcdn.com/i/o/647803166/3f0c38febc4e61399d48b418/Screenshot+2023-01-07+at+08.04.32.png</a>

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

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

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

And the last step make sure to add a rule in the project to trigger automated extraction. Bitskout works with attachments in the Task description, thus, your process should assume that purchase order is attached to the task.

There is an Asana guide to creating rules - check it for more comprehensive instruction to create rules.

Your rule should look like this:

Then depending on the trigger, the invoice data will be automatically extracted.

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