Product News

Introducing: Roger's New Zapier Integration 💥

By
Cathrine Andersen
on

March 10, 2020

March 10, 2020

Those hours you spend manually entering data or endlessly copying and pasting into spreadsheets? Roger is helping you get them back.What’s the No. 1 thing we hear from our customers? “Roger is like Zapier, for accounting!” Now, Roger directly integrates with Zapier to help customers save time on manual data entry tasks, like filling in Excel documents and Google Sheets. You can even program Zapier to send entries in Roger directly to your CRM.

Using NetSuite or Sage?

Roger currently has integrations with several accounting platforms like QuickBooks, Xero, e-conomic, NAV Smartapi and Dinero. With these integrations, everything that happens in Roger is automatically synced and recorded in your accounting platform.

Our team is working on direct integrations with NetSuite and Sage. But, until then, you can use the power of Zapier and Roger together.

You can set up a Zap to export data from Roger to a spreadsheet automatically, like Excel or Google Sheets. From there, you can import that .CSV file to your accounting system like NetSuite or Sage. Then, everything in Roger will be reflected in your accounting system - no matter which one you use!

Let's walk through an example of a common Roger Zap

As a Roger user, you’ll be able to use any of the Zaps available for integration in the Zapier library.

Roger already automates financial tasks between our platform and accounting systems like those listed above. You don’t need to use Zapier to send information from Roger to those.

Our new Zapier integration automates tasks that you might otherwise have to do manually.

We can use Google Sheets as an example. You can save the time you spend entering data into spreadsheets with a simple Zap. Zapier also integrates with Microsoft Excel.

Let’s say you wanted to add a row to a spreadsheet every time an expense is added to Roger.

First, you need to select the team you want to create the Zap for.

Then, you need to select the trigger. In this case, we’ll use “Expense Awaiting.” This event is triggered when a new expense is submitted to Roger.

From there, you can select which spreadsheet you want the data to automatically populate in and which fields you want to populate.

Then, check your Google Sheet to watch the magic happen.

Other use cases

Want to populate your CRM with vendor data, without having to add it yourself? You can use a Zap to pull data from Roger into tools like Pipedrive and Salesforce, customizing how and where you want the data to appear as you go.

Want to try using Zapier and Roger together to automate data entry and shave hours off your work week? Sign up or login to Roger now to get started.

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