Processing PDF Files

Importing PDF Files to Parsio

Parsio provides 4 main options to import PDF files for processing:

  • Send them as email attachments.
  • Upload them manually from the "Inbox" page.
  • Download from the external link.
  • Import using the API.

The easiest way is to simply forward your emails with PDF attachments to your Parsio inbox. You can automate this process by using the auto email forwarding.

To manually upload one or more PDF files, open the Inbox page and click on the "Import Documents" button:

Sometimes you may receive an email with a link to download a PDF file. In this case you can use a special "Downloadable Document" field type. Create a template based on the parent email, switch to the "RAW" tab, find the PDF link and create a field from it:

Please note that the file must be publicly available, e.g. you should not enter login / password to access it.

Finally, you can also use our API to import your PDF files to Parsio.

Parsing PDF Files

Parsio can only process text-based PDF files, e.g. it can't extract data from the scanned documents or images converted to PDF.

All the received PDF files are converted to text format and therefore they may look different than the original PDF files.

Once the PDF files appear in your Parsio inbox, you'll need to create a parsing template. This process is very similar to creating an email parsing template.

Exporting the Parsed Data

Finally, you can export the parsed data in real time to Google Sheets, Excel/CSV/Json file, CRM, your database, etc. This process is the same for any parsed document type (email or files), please refer to the Data Export & Integrations section.

If you have any doubts or need assistance in creating a template, feel free to contact our support via live chat or email us at support@parsio.io.
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