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Automate Exporting Parsed Data from Parseur
Automate Exporting Parsed Data from Parseur

What channels and strategies are available to export parsed data to your applications.

Updated over 2 months ago

Automating data extraction is the first step in streamlining your workflow. Once you’ve automated sending documents to Parseur (learn how), the final step is to automate the export of the extracted data.

While manual downloads are possible, they aren’t practical for handling large volumes. Below are strategies to automate the export process efficiently.

To explore all available options, visit the Download / Export section of your mailbox:

A screen capture of the mailbox Download / Export screen \

1. Download Links

  • On the Download tab, you can export data in CSV, Excel, or JSON format.

  • You can right-click on a file icon and select “Copy link address” to get a direct download link for the data.

  • This link can be polled at regular intervals to fetch updates.

Note: We do not recommend this method for high-frequency exports since each poll will download the entire dataset. Consider other methods outlined below for more efficient automation.

2. Google Sheets Integration

  • On the Google Sheets tab, you’ll find a formula to import your data directly into Google Sheets. This syncs your data automatically, refreshing about once an hour.

  • If you require real-time data updates, consider using an automation platform to trigger instant updates. See below.

3. Using Automation Platforms

Automation platforms are no-code tools that make it easy to send and receive data between applications. They allow you to create workflows that connect multiple apps and services, eliminating manual work.

These platforms let you export data in real-time to thousands of applications in a few clicks.

Automation platforms are the simplest way to automate your data extraction workflows and send your data were it belongs and in real time.

Parseur integrates natively with popular platforms like:

  • Zapier

  • Make (formerly Integromat)

  • Microsoft Power Automate (formerly Microsoft Flow)

  • Integrately

  • Pipedream

  • SureTriggers

  • ...and any platform that supporting incoming webhooks

Most common applications used with Parseur include Airtable, Hubspot, Monday, Notion, Quickbooks, Salesforce, SharePoint, Slack, Xero, Zoho and more! Explore Parseur’s most common integrations

Learn more about exporting your data with:

4. API and Webhooks for Developers

For developers, Parseur provides webhooks to export data in real-time. With webhooks, your system will automatically receive data as soon as it’s parsed.

Frequently Asked Questions (FAQ)

Q: Can I automate exporting data to my own application?

A: Yes, you can use our API and webhooks to receive data in real-time. Read the API documentation for more details.

Q: Can I create a workflow where one platform sends a document to Parseur, and then the data is sent to another app?

A: Yes, but since parsing takes some time, Parseur cannot return the extracted data immediately in response to the first call. Instead, you need to set up two separate automations:

  1. First automation: Send the document to Parseur. Parseur will provide a Document ID that you can use later if needed.

  2. Second automation: Once the data is ready, export it to the next application. You can enable the Document ID metadata field to link this automation with the initial one, ensuring data consistency.

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