All Collections
Integrations
Microsoft Power Automate
Import an Invoice with Power Automate
Import an Invoice with Power Automate
D
Written by Dave Almond
Updated over a week ago

The Ephesoft Semantik for Invoices Power Automate connector can be used to automatically upload invoices to Semantik. This document provides step-by-step instructions on how to build a Power Automate flow to submit invoices to Semantik any time a new file is created in a OneDrive folder.

Note: These instructions use OneDrive for Business as the document source location. However, the same steps can be adapted for any document source supported by Power Automate.

Try It Yourself

If you’re new to Ephesoft Semantik, you can sign up for a free trial to evaluate our solution in your own real-world environment.

Prerequisites

To complete the steps in this guide you will need:

  • A Microsoft Power Automate account.

  • A Semantik account (with username and password).

  • A OneDrive for Business account.

Overview

The process for submitting an invoice from Power Automate to Semantik has two major steps:

  1. Get the newly created file (data and metadata) from the source location into Power Automate.

  2. Upload file data to Semantik.

Instructions

Step 1: Get File Data

Follow these steps to import the required file data into Power Automate:

  1. Create a new “Instant Cloud Flow” in Power Automate using the “OneDrive for Business” connector’s When a file is created trigger.

    1. Go to “My Flows” and select “Instant Cloud Flow” under the “+ New Flow” drop-down.

    2. Search for and select the connector “OneDrive for Business”.

    3. Select the trigger When a file is created.

      1. When prompted, login with your OneDrive for Business account.

      2. Select the folder where new documents will be automatically uploaded to Semantik.

  2. Add a new step to retrieve the file’s metadata

    1. Click on “New Step”

    2. Search for and select the connector “OneDrive for Business”.

    3. Search for and select the action Get file metadata.

    4. Configure the new action to add a file identifier to retrieve the file’s name (including extension).

      1. File: <File identifier from When a file is created>

Step 2: Upload File Data to Semantik

Once the file data is available in Power Automate it can be uploaded to Semantik. Follow these instructions to upload file data to Semantik in Power Automate:

  1. Click on “New Step”

  2. Search for and select the connector “Ephesoft Semantik for Invoices”.

  3. Select the action Create document upload.

  4. Configure the new action to request an upload URL and sign-in if prompted.

    1. File Name: <Name from Get file metadata>

    2. Type: invoice
      ​

  5. Upload the invoice to the URL using the built-in HTTP action

    1. Click on “New Step”

    2. Search for and select the operation “HTTP”.

    3. Configure the new operation

      1. Method: Put

      2. URI: <Upload URL from Create document upload step>

      3. Body: <File Content from When a file is created>

  6. Allow Semantik to process the invoice using the Ephesoft Semantik for Invoices connector’s Update document upload action

    1. Click on “New Step”

    2. Search for and select the connector “Ephesoft Semantik for Invoices”.

    3. Select the action Update document upload.

    4. Configure the action

      1. Upload Id: <Upload Id from Create document upload>

      2. Status: completed
        ​

Conclusion

This completes the process for uploading invoices to Semantik using Power Automate.

Related Articles

Did this answer your question?