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LeaWi
May 12, 2025
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Importing invoice into Billing Records

  • May 12, 2025
  • 1 reply
  • 353 views

Has anyone used Fusion to log external vendor invoices in a projects billing records?  I've found bulk import instructions for a csv file but I'm looking for a blueprint that imports an invoice to the corresponding project.  Are any tips if you've developed a scenario for this!  

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Best answer by monicacardoso

Hi @leawi, 

 

Thank you for your question! I personally, haven't seen a scenario with this specific workflow and don't have a blueprint to share, but it’s definitely possible to use Fusion to automate the logging of external vendor invoices into a project’s billing records. 

 

Here's one approach you could take: 

 

  • Parse a CSV file uploaded to a location (Google Drive, OneDrive, Box, SFTP) OR receive invoices from an API/email source
  • Use CSV → Parse CSV or Text Parser modules to extract invoice data
    • Key fields might include: Project ID or Reference, Invoice Number, Vendor Name, Amount, Date etc
  • Use the Workfront → Search Projects module to match based on Project ID, Custom Field, or Reference Number
  • Depending on how you're tracking billing records, use:
    • Workfront → Create Record module if you’ve set up a custom form for invoices
    • Or Workfront → Create Expense (if tracking via expenses instead of custom records)
  • Map all invoice fields into the new object
  • Send a confirmation to the requester or project owner
  • Log the invoice to a Google Sheet or data store for auditing

 

https://experienceleague.adobe.com/en/docs/workfront-fusion/using/references/apps-and-their-modules/third-party-app-connectors/google-drive-modules

 

https://experienceleague.adobe.com/en/docs/workfront-fusion/using/references/apps-and-their-modules/tools-and-transformers/csv

 

https://experienceleague.adobe.com/en/docs/workfront-fusion/using/references/apps-and-their-modules/adobe-connectors/workfront-modules 

 

- Monica

 

 

1 reply

M
Adobe Employee
monicacardosoAdobe EmployeeAccepted solution
Adobe Employee
May 20, 2025

Hi @leawi, 

 

Thank you for your question! I personally, haven't seen a scenario with this specific workflow and don't have a blueprint to share, but it’s definitely possible to use Fusion to automate the logging of external vendor invoices into a project’s billing records. 

 

Here's one approach you could take: 

 

  • Parse a CSV file uploaded to a location (Google Drive, OneDrive, Box, SFTP) OR receive invoices from an API/email source
  • Use CSV → Parse CSV or Text Parser modules to extract invoice data
    • Key fields might include: Project ID or Reference, Invoice Number, Vendor Name, Amount, Date etc
  • Use the Workfront → Search Projects module to match based on Project ID, Custom Field, or Reference Number
  • Depending on how you're tracking billing records, use:
    • Workfront → Create Record module if you’ve set up a custom form for invoices
    • Or Workfront → Create Expense (if tracking via expenses instead of custom records)
  • Map all invoice fields into the new object
  • Send a confirmation to the requester or project owner
  • Log the invoice to a Google Sheet or data store for auditing

 

https://experienceleague.adobe.com/en/docs/workfront-fusion/using/references/apps-and-their-modules/third-party-app-connectors/google-drive-modules

 

https://experienceleague.adobe.com/en/docs/workfront-fusion/using/references/apps-and-their-modules/tools-and-transformers/csv

 

https://experienceleague.adobe.com/en/docs/workfront-fusion/using/references/apps-and-their-modules/adobe-connectors/workfront-modules 

 

- Monica

 

 

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