Importing invoice into Billing Records

[LeaWi]

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!  

[monicacardoso · Accepted solution]

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/...

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

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

- Monica