OneDrive integration

EzzyBills is integrated with OneDrive, for the purpose of I) pulling files from OneDrive to process, or II) export processed files to OneDrive.

I. Connect to OneDrive and process invoices from there

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To setup connection to OneDrive and let EzzyBills pull bills/receipts files from your OneDrive, please follow the simple steps below:

1) Login to EzzyBills, click Apps.

2) Scroll down to “OneDrive” and click Connect. You will find Connect to OneDrive and will see the instructions on how to connect to OneDrive.

3) Go to Settings and click the “Email” tab. In the Email Sync section, click “Connect” if you have not connected to Office365. If you don’t use Email sync, keep “Disabled” setting on.

4) Click “Apps”, scroll down to “OneDrive” and click Connect. You will find Connect to OneDrive, tick “Enable OneDrive”. Click Connect.

5)Go to your Office365, then OneDrive, you will see that two new folders have been created by EzzyBills.

6)To test, drop a bill file to your OneDrive folder “EzzyBillsUpload” folder. This bill will be processed in a minute or less. Then the bill file will be moved to the folder “EzzyBillsUpload”. Login to EzzyBills, go to Dashboard, you will find the bill appearing there as one recent invoice tile.

II. Export to OneDrive

If you want EzzyBills to export all files (bills, receipts etc.) you have uploaded to EzzyBills to your OneDrive, you can add the workflow task “OneDrive Export” to end of your workflow.

To do so, create a new workflow by copying the existing one, rename it, and then add the task “OneDrive Export” from the left list. Then make the new workflow to be active.

[screenshot below: workflow with “OneDrive Export”]

After this workflow is created, any invoice that you upload to this workflow will be exported to your OneDrive “EzzyBillsExport” folder.

III.  Uploading Documents to OneDrive for Automated Processing in EzzyBills

1) The EzzyBillsUpload folder is where we upload documents and get them processed automatically to EzzyBills

Simply drag & drop files to the EzzyBillsUpload folder (the files will be processed by EzzyBills in about a minute and they will be removed from this folder and sent to EzzyBillsDone folder)

2) After the files are processed in EzzyBills, you should see them in the EzzyBillsDone folder

3) Lastly, verify your processed documents in EzzyBills: login to EzzyBills, go to the Dashboard, and you will find these new documents – see sample on screenshot below