Business Unit Category
Add an email signature
Coding Restrictions
Create new Business Unit
Custom Fields on Line Items
Customised labels
Date formating
Default delivery address
Division Management
Editing Email Templates
How to hide cost codes
Invoice email forwarding – Microsoft 365
SMTP & Email Sending
T&C on your PO Template
Invoice Processing Help Category
Auto reject supplier invoices
Auto rejecting of invoices issue
Finding an order or invoice
How to create a credit note
Invoice email forwarding – Microsoft 365
Invoice export colours
Invoice Inbox
Invoice List View
Invoice matching
Invoice Processing Explained
Month end cut offs
Negative Order Balance
Setting up Autopilot
Supplier Matching
Waiting for a GRN
Purchase Orders Category
Adding a product to an order
Adding documents to an order
Bulk importing orders
Close Orders Automatically
Closing an order
Copy PO to Buyer
Creating a Purchase Order
Deleting a PO
Duplicate Order Prevention
Editing an order
Finding an order or invoice
GRN an order
Grouped Purchase Orders
Import Line Items
Negative Order Balance
PO Template Editing
Purchase Order Numbering
Purchase Order PDF
Purchase Order Prefix
Purchase Requisition Number
Quick Create a Purchase Order
Send PO to Supplier
Supplier order acceptance
What is a purchase order?
Using Zapier you can have the data from your new Purchase Orders or Invoices automatically added to an online spreadsheet. Our recommendation is to add to Excel Online or Google Sheets.
You will need an account at Zapier – www.zapier.com Depending on the number of tasks that you need to run per month, it could be completely free. Create an account if you don’t already have one.
You will also need to create the spreadsheet that you would like to add the data to before creating your Zapier automation.
First, you will need to create the spreadsheet in your chosen online Spreadsheet provider. Add the column headings to this spreadsheet that you’d like to have Zapier to add when a new Purchase Order or Invoice is created. Zahara’s Zapier integration as a number of fields available for use. These can include:
Once you have your spreadsheet ready, simply create your Zap manually, or select from one of our preset templates.
When you select to connect to Zahara – You will be prompted to connect to add your Zahara API Key.
This API key can be found within Zahara. Head to Business>Settings>Integrations. You will need to create multiple Zaps and connections for each Business Unit in Zahara
You will then need to connect to your spreadsheet provider. Once connected, find your spreadsheet, which sheet you want to populate, etc. This will then bring across all your column headings. You can then map each column heading with what is available in Zahara.
Once you’ve connected everything up, run a test to confirm that the data successfully appears as you expect and turn your Zap on.
