![]() If you don't see a value, go back a step and try and reset your connection to Parserr:ġ6. If you are connected properly to Parserr, you will see your parserr email address appear in the trigger step. Please use the same username and password as would when you login to Parserr.ġ5. Next you will be prompted to add your username and password for parserr. 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".ġ4. You can choose to add more rules to manipulate the text further or simply click Save again on your rule:ġ3. You should see the text extracted from PDF in your rule. Using the cropper tool, choose the area of the PDF you wish to extract.ġ2. ![]() Click the green "+" sign and choose the "Extract text from PDF" rule.ġ1. Next we need to show Parserr the exact piece of text required for extraction. Next Parserr asks us where we'd like to extract this PDF information. For the purposes of this walk-through, we will choose "Invoice/Receipt".Ĩ. In our case we would like to extract information from a PDF which is an attachment to the email:ħ. Parserr should have detected your PDF attachment. Once you have forwarded the email to the assigned email address (ending in mg.), Parserr will detect the email and then ask you a few onboarding questions. Then make sure to forward a valid inquiry or email you wish to extract and make a note of your unique Parserr inbox (eg. Go ahead and copy the email address provided. This address is where you will forward all your incoming inquiries that you wish to extract to Dynamics Crm. ![]() The next screen will provide you with your incoming email address. Once logged in, you should be presented with the setup screen. Click on the confirmation link in the email and login with the details you provided previously. Once you have filled out your details, you should recieve an email which looks a little like this:ģ. However you could take your extracted PDF data and add it into any one of the 3rd party connectors supported by Microsoft Flow!Ģ. 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. Parserr is an easy connector for Microsoft Flow that allows you to easily extract PDF (and email) data and send it directly to the application which actually needs it. ![]()
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