In this article, we will show you how to extract data from an invoice to Excel. Simply follow the steps below!
To extract data from a PDF invoice to Excel, we will use Lido, a spreadsheet app designed to simplify and automate tasks. You can create an account for free using this link.
Follow the steps below to extract data from a PDF Invoice to Microsoft Excel.
To extract data from a PDF invoice to Excel, click the “PDF Tools tab” in the menu bar to open it. Then, select “PDF Data Extractor” from the dropdown menu.
Alternatively, you can right-click on any cell in the spreadsheet and find the “PDF Data Extractor” option in the context menu. In our case, we will select cell A1.
In the Extract Data window, enter each column name for the data you want to extract, such as Invoice Number, Date, and Total Amount.
The column headers you entered will now appear in your spreadsheet.
Select “Click to upload” to open a PDF invoice from your computer.
Now, locate and select the PDF invoice you want to extract data from.
Once uploaded, click “Process Files” to extract the data.
Lido will scan the document and populate the spreadsheet with the extracted details.
To extract data from from multiple files, let’s use the same spreadsheet. First, upload all the files at once.
Then click “Process All”.
Lido will extract the data for each invoice separately, adding them as new rows in the spreadsheet.
Once the data extraction is complete, click “File” then choose “Export values to Excel”.
Once downloaded, click the Download button in your browser and open the file to review the extracted data.
Now, the data has been extracted and saved in Excel.
Here's how to extract data from your PDF Invoice to Excel:
Go to the “PDF Tools” menu in the toolbar. Select ‘ Data Table Extractor” from the dropdown options.
Select the "Click to upload" option in the Table Extractor tool.
Select the PDF invoice you want to process from your computer.
Once the PDF is loaded, click and drag to highlight the area that contains the table data you want to extract. Adjust the selection if necessary to include the correct rows and columns.
Once you’ve highlighted the section in your invoice, click the “Extract Data” button.
The tool will give you a preview of the extracted data. Review the preview to ensure everything is correct.
Clicking the “Insert at Active Cell” button, ensure you click into an empty cell in your spreadsheet to set the location where the table will be inserted.
If you’re satisfied now, you can then click “Insert at Active Cell” to place the extracted table data in your spreadsheet.
The data will now appear in your spreadsheet, formatted as per the extracted table.
We hope that you now have a better understanding of how to extract data from a PDF invoice to Excel.