Automate Data Entry with Docparser's Sage Integration

Automate Your Bookkeeping with Xero

Speed up your accounts payable process, reduce errors, and keep accurate records in Xero with Docparser’s integration.

Here are a few things you get when you connect Docparser and Xero

Automate Online Invoices

Sync data from invoices, bills or purchase orders to Xero and automate accounts payable for your business.

Organize Accounts Payable

Docparser can scan a transaction from a PDF, extract the requested data, and send it to Xero for easy organizing.

Unmatched accuracy

Other document parsing applications claim 80-90% accuracy, but Docparser’s OCR technology scans documents with almost 100% accuracy.

Streamline your accounts payable process

Import invoices, bills, receipts, expense reports and other documents to your account in a timely and efficient manner.

Capture data automatically

With Docparser, you can automate the data capture process and save hours spent on data entry. Capture all your SKU items, vendor details, invoice amounts and more with our OCR technology and spend less time on data entry.

Customize reports to your needs

Map custom fields from invoices, bills, receipts, or purchase orders to Xero using Docparser’s zonal OCR technology.

Zap your bills to Xero

Create custom triggers in Xero or connect a trigger that already exists. Then, use our simple template-based editor to upload documents and populate fields in seconds.

Docparser’s Xero integration saves your company time and money

With Docparser you can extract data from your PDF documents in a few clicks and export it to Xero automatically.

No credit card required.

"Apart from the ability to parse documents, I am very impressed with the integration tools especially the API that I am using at the moment. I can connect Qlik Sense Desktop directly to Docparser API, and that makes my workflow a lot easier and faster. I found the Layout Model is a bit confusing. For example in a Layout Model, when I click at "Add Parsing Rule" I am expecting to see a list of parsing rules that I can copy or create a new one."

"The reason we implemented Docparser was to reduce our manual order entry work load and to reduce errors which typically occur during manual entry. We've been able to reduce our sales order manual order entry work load by 50% which helps us cope with our peak order entry periods much better. We've found that the work practices of our customers impact the the ability of the Docparsers to parse documents successfully. Some of our customers print and scan orders and send us scanned copies so the quality of the documents can vary. We have greater parsing success with customers who send orders generated by their business systems. Overall we are very happy with Docparser. It was relatively simple to implement, helps us cope better with high order entry periods and times when staff are on leave."

"Every month my team would get a 700+ page PDF report with project status updates. Each page was a different project. Some of these were old projects and not of interest. Some were projects we were already working on and needed to keep tracking. Some were new projects that we needed to engage with. Searching and splitting up this document manually was inefficient and we were missing out on important projects. I started searching for solutions, from Python scripts to PowerQuery to software packages/services. I looked at several companies, including Docparser. I attended webinars and had demos. By being able to try our Docparser's free tier with some sample documents, I was able to figure out that it could do exactly what I wanted. I got some help from the user support team and now I've got my parsing rules perfected. So every month when the 700+ page PDF comes out, I can pull out the information my team needs and export it all to Excel. We're savings hundreds of hours of frustration and not missing anything important." We have been able to create hundreds of ‘parsers’ that take our document images and convert them to data that we map over to our database for automatic entry. The API provided by docparser has allowed us to create a seamless integration to our system that has helped increase our data entry efficiency by over 35%. Their interface is simple enough that my own staff creates the powerful parsers that extract the data from the images we collect.”

Here's all you need to get started:

A Docparser account
A Zapier account. Heads up that Xero is a premium app on Zapier, which means it requires a paid Zapier account after the free 2-week trial expires
A Xero Online account

How do I set up the Xero integration with Docpaser?

Use this Docparser Zapier integration to automatically create Xero invoices from data parsed via Docparser. That way, you can generate invoices or insert data with minimal effort.

1) Start by creating a Zap that automatically takes your new parsed documents and creates an invoice in Xero. Click the “Use this Zap” button here to get started.

2) In Docparser, navigate to My Account > API Credentials and copy your secret API key. Use this key to authenticate your Docparser account with Zapier.

3) Choose the document parser from the drop down from which you want to obtain the parsed data. Make sure you have at least one recently parsed document created in Docparser. This data will be used to create the framework of your Zapier automation.

4) Next, you’ll create your Action step, creating a Xero Online invoice from the parsed document data. Connect your Xero Online account to Zapier.

5) This is the most important step of setting up your Zap. You’re telling Zapier what to do with the new parsed data it’s grabbing from Docparser. Use the drop downs in each Xero field to map the parsed data to an invoice. You’re creating a blueprint for all future instances of the trigger event to follow.

If your parsed data includes an email address, you can also use that data to search for an existing Xero customer.

6) After testing that step, your Zap will be turned on and you’re ready to go! From now on, files uploaded to your designated parser will automatically create Xero invoices for your customers.

Now you’re connected!

Can I send multiple invoices to Xero?

Yes, either upload a single invoice or in batches.

Do I need to connect Doparser to Zapier to use the Xero integration?

Yes, to use Docparser’s integration, you will need a Zaiper account. Go here for more information.

What is Docparser?

Docparser is a web-based document processing tool that uses OCR, advanced pattern recognition, and keyword anchoring to identify and extract data from documents. You can use it to extract data from recurring documents like invoices and bank statements.

What other integrations does Docparser have?

Docparser allows for thousands of integrations. For instance, you can move parsed documents to cloud-based services like Google Sheets as well as integration platforms like Zapier. Learn more about our integrations here.

Do you have a free trial?

Yes, we offer a free 21-day trial. If you love Docparser, you can upgrade to a paid plan at any time.

Automate your work with Docparser

Create expense reports, organize business transactions, import invoices, receipts, bills, and send them to Xero.