Sync From any Cloud Document Management System via Zapier
You can connect Acxite with cloud storage platforms such as Google Drive, OneDrive and Dropbox using Zapier. Once this connection is in place, any file you add to your selected folder, such as purchase invoices or sales receipts, will be moved straight into Acxite. The system will then process these documents and turn them into accounting transactions, keeping your ledger accurate without requiring manual uploads.
In this guide, you will see how to set up the connection between Acxite and Zapier and create automated workflows that keep your records updated and easy to manage.
Prerequisites
Before you begin, ensure you have:
- An active Acxite account.
- An active Zapier account.
- Access to the cloud storage service (e.g., Google Drive, OneDrive) you wish to connect.
Set Up Acxite Integration with Zapier
Follow these simple steps to set up the Zapier integration for automated file uploads directly into your Acxite account.
Step 1 – Navigate to the Business configuration page from the business menu.
Step 2 – Select the Integrations option from the business configuration settings.
Step 3 – Click the File Upload API tab.
Step 4 – Click the Connect button next to the Zapier Integration label.
This will open a new window, where you will be prompted to log in to your Zapier account (if you’re not already logged in).
Step 5 – Click Use this workflow to select your preferred workflow template.
Alternatively, you can create a custom workflow tailored to your specific needs. In this article, we are using Google Drive as an example.
Step 6 – From the setup panel, select an app for the trigger. The trigger action can be something that returns a file that must be uploaded to Acxite, such as New File in Folder for your Google Drive or OneDrive or SharePoint.
Step 7 – Follow the instructions to complete the trigger app form. In the case of Google Drive, this will involve selecting your Google account, the specific drive, and the folder to monitor for new files.
Step 8 – Click Continue.
Step 9 – Click Test Trigger to verify that everything is working correctly.
Note: Zapier will check the folder you selected for recent files and confirm the connection.
Once your trigger for Google Drive is set up, the next step is to configure the action. In this case, it will be to upload the file to Acxite.
Step 10 – Select Upload Document in the Action Event section.
Step 11 – Under the Account field, click Select and choose Connect to a New Account.
Step 12 – In the pop-up, enter your Acxite Account Name, API Key, and Business ID.
You will find these details in the File Upload API section under the Business configuration menu.
Step 13 – Click Yes, Continue to Acxite to confirm the connection.
Step 14 – Click Continue to proceed.
Step 15 – For the File to upload, select the file object from your Google Drive trigger.
Step 16 – Enter the file name. You can map it from Google Drive or type it manually. If you are using a template, it should already be populated for you.
Step 17 – Select the relevant Module (e.g., Purchase Invoices, Sales Invoices, or other document modules available in Acxite).
Step 18 – Choose the Document Type from the dropdown.
Available options are Invoice (Purchase), Invoice (Sales), Credit Note, Remittance Advice, Payment Confirmation, and Customer Credit. This field is optional, and you can leave it blank.
Step 19 – Once all details are set, click Continue.
Step 20 – Select Test Setup to verify the connection and file mapping.
Note: If the test is successful, a confirmation message will appear, and the sample file from Google Drive will be uploaded to Acxite.
Step 21 – Click Publish to activate your Zap.
Note: From this point on, any new file added to the selected Google Drive folder will be automatically uploaded to Acxite, processed, and used to create accounting transactions.
Frequently Asked Questions
Do I need a Zapier subscription to use this integration with Acxite?
No, you can use Zapier’s free plan to set up basic workflows (Zaps) between Acxite and apps like Google Drive or OneDrive. However, some advanced features or multi-step Zaps may require a paid Zapier plan.
Will Zapier upload files to the correct business in my Acxite account?
Yes. The Zapier connection is tied to the business profile you’re logged into when generating the API connection. If you manage multiple businesses in Acxite, make sure you’re connected to the correct one before setting up the Zap.