In the short introduction below, we will show exactly how to select the exact data you need from your PDF form and add it straight into Excel. However you could take your extracted PDF data and add it into any one of the 3rd party connectors supported by Microsoft Flow!
1. Sign up for a free Parserr account
2. Once you have filled out your details, you should recieve an email which looks a little like this:
3. Click on the confirmation link in the email and login with the details you provided previously. Once logged in, you should be presented with the setup screen. Click the “Great. Lets get started” button
4. The next screen will provide you with your incoming email address. This address is where you will forward all your incoming inquiries that you wish to extract to Dynamics Crm. Go ahead and copy the email address provided. Then make sure to forward a valid inquiry or email you wish to extract and make a note of your unique Parserr inbox (eg. BSB8GEBA@mgparserr.com) as shown below
5. Once you have forwarded the email to the assigned email address (ending in mg.parserr.com), Parserr will detect the email and then ask you a few onboarding questions. In our case we would like to extract information from a PDF which is an attachment to the email:
6. Choose “Microsoft Flow”.
7. Parserr should have detected your PDF attachment. For the purposes of this walk-through, we will choose “Invoice/Receipt”.
8. Next Parserr asks us where we’d like to extract this PDF information. Choose Excel and click “Finish”.
9. Choose “Attachments”.
10. Next we need to show Parserr the exact piece of text required for extraction. Click the green “+” sign and choose the “Extract text from PDF” rule.
11. Using the cropper tool, choose the area of the PDF you wish to extract.
12. Give your rule a name and click “Save”. You should see the text extracted from PDF in your rule. You can choose to add more rules to manipulate the text further or simply click Save again on your rule:
13. Now its time to jump into Microsoft Flow and connect Parserr to Excel! Choose to create a new Flow and choose the Parserr connector and the trigger “Parserr – When an email is received”.
14. Next you will be prompted to add your username and password for parserr. Please use the same username and password as would when you login to Parserr.
15. If you are connected properly to Parserr, you will see your parserr email address appear in the trigger step. If you don’t see a value, go back a step and try and reset your connection to Parserr:
16. Click “New step” and then click “Add an action” as shown below:
17. Choose Excel and “Insert row” as your action.
18. Choose the location of your Excel document. For this example, we will connect to an Excel document in OneDrive. Although this document could live anywhere.
19. Once you’ve correctly authenticated to OneDrive (or to the location of your Excel doc), you should see a familiar layout:
20. Choose the Excel file you would like to insert your rows into. If you haven’t created a file already, make sure you create one and insert a table into the excel file in the location of where you would like the parsed data to go. NB The file needs to be closed (not open in any tab or on your desktop anywhere when the flow runs MS Flow needs sole access to the file when executing)
21. An extract of our Excel file before we start the Flow. Make sure it is closed when you are finished inserting the table
22. Choose the name of your table within the Excel document. The right panel shows dynamic content which originate from the rules created within Parserr. These rules represent the rules you chose in the PDF extracted content. In the example below we have the option of using a number of different fields (eg “first name”, “last name” etc) from the incoming PDF in your original email.
21. Save your Flow by clicking the “Save Flow” button.
22. Test your Flow by sending an email to Parserr. You should see a run complete in Microsoft Flow on your dashboard. You should also see the extracted PDF data in your Excel document! Perfect!
23 Click on the Icon of your flow to see the completed runs:
Parserr has a free account which allows you to test this integration up to 15 times per month. The steps above only need to be setup once, however the amount of time saved on data input alone is definitely worth the effort.