Skhokho API

# Google Sheets

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This documentation only covers a few samples of possible integrations that can be done between Zapier and Skhokho and provides some sample ZAPS and Templates.

This is not an exhaustive list, use the documentation to see what is possible and create integrations that make sense for your business.

Use this automation if you keep data stored in spreadsheets. Convert Excel spreadsheets to Google Sheets, store them online and automate data transfer between Google Sheets and Skhokho.

You can use Google Sheets as a Trigger or an Action. When you use Google Sheets as a Trigger, when a new row of data is added to Google sheets, the same information can be sent to Skhokho. When you use Google Sheets as an Action - The trigger will come from Skhokho - when a new record is added to Skhokho - the same record will be copied to Google Sheets.

To demonstrate how to use Zapier integrations with Google Sheets and Skhokho - we will use "Invoice Data" as an example.

# Google Sheets as a Trigger

When Google Sheets is the Trigger, Skhokho will be the Action. You will need to create a Google Sheet which has all the required fields as columns. For the Create Invoice Trigger - you can look-up the required fields in our API Docs here (opens new window).

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A client Record needs to be supplied with every invoice, even if the client currently exists - you must provide their company name and email address as a minimum - Skhokho will look out for an existing client with the same name and email, then assign the invoice to their profile.

If it is a new client, all the required fields as per the API link above must be specified.

# Creating the Google Sheet

A google sheet can be used for the Trigger and Action. Use Google Sheets to capture invoice information for your business with the correct rows, and a new invoice will be generated in Skhokho every time you add a new ROW to the connected spreadsheet.

This is a great functionality to use if your organisation still needs to use spread-sheets, but the information also needs to be captured in an accounting software like Skhokho to produce cash flow records.

When creating the google sheet, the compulsory fields are:

  • Invoice Title
  • Client Name
  • Client Email
  • Invoice Line Item(s) Title
  • Invoice Line Item(s) Price
  • Invoice Line Item(s) Quantity

Use This Zap 👉🏽 Create Skhokho invoices from new Google Sheets rows (opens new window).

# Trigger: New Google Sheet Row

This automation will be triggered when someone adds a new Google Sheet ROW to the spreadsheet that has been created in the section above. Zapier Triggers have 4 Steps: (1) Choose App & Event, (2) Choose Account, (3) Set-up Trigger and (4) Test Trigger.

  1. Choose App & Event

This section should look like this 👇🏽👇🏽👇🏽 Zapier Google Sheets Trigger Step 1

  • The App is - Google Sheets
  • The Trigger is - New Spreadsheet Row
  1. Choose Account

Log in to your Google Sheets Account Zapier Google Sheets Trigger Step 2

  1. Set-up Trigger

Select the Google Sheet in your account that you created the spreadsheet with Invoice data. Zapier Google Sheets Trigger Step 3

  1. Test Trigger

Move to the next page and "test trigger". If everything is OK, you can move on to setting up the action. Zapier Google Sheets Trigger Step 4

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if you have rows of data that you want to migrate to Skhokho, you should create a new sheet with the correct columns and just one row for testing, set up the ZAP and then add the other rows - one at a time. As new row is added, the ZAP is triggered.

If you start with a spreadsheet with multiple rows, they will not automatically trigger the ZAP.

# Action: Skhokho 👉🏽 Create New Invoice

Zapier Actions have 4 Steps: (1) Choose App & Event, (2) Choose Account, (3) Set-up Action and (4) Test Action.

Creating a New Invoice has two action steps:

  • Action 1 - Creates a new invoice record
  • Action 2 - Creates invoice line items for that invoice
  1. Action 1: Choose App & Event

This section should look like this 👇🏽👇🏽👇🏽 Zapier Google Sheets Action Step 1

  • The App is - Skhokho
  • The Action is - Create Invoice
  1. Action 1: Choose Account

Log in to your Skhokho Account (If you do not have one, you can create one for free here (opens new window).) Zapier Google Sheets Action Step 2

  1. Action 1: Set-up Action

Map all the required fields for Skhokho with available data from Google Sheets. Make sure the required sections are completed and select the appropriate drop-down options - where applicable. Zapier Google Sheets Action Step 3

  1. Action 1: Test Action

Test the action, you should see a green tick if all is well with your ZAP. Zapier Google Sheets Action Step 4

At this stage, your invoice will be created without line items. Invoice line items are added in the next action. You can use the same spreadsheet and just add line item data in columns after the invoice columns.

Create a new Invoice Line Items - Action Step to continue.

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Action 2 depends on results from Action 1. The unique Id returned from Action 1 is used in the next step, therefore you should run the test with the example test row to produce the uniqueId.

  1. Action 2: Choose App & Event

This section should look like this 👇🏽👇🏽👇🏽 Zapier Google Sheets Action Step 1

  • The App is - Skhokho
  • The Action is - Create Invoice Items
  1. Action 2: Choose Account

Log in to your Skhokho Account (If you do not have one, you can create one for free here (opens new window).) Zapier Google Sheets Action Step 2

  1. Action 2: Set-up Action

Map all the required fields for Skhokho with available data from Google Sheets. Make sure the required sections are completed and select the appropriate drop-down options - where applicable. Zapier Google Sheets Action Step 3

  1. Action 2: Test Action

Test the action, you should see a green tick if all is well with your ZAP. Zapier Google Sheets Action Step 4

You are good to go. Turn in your ZAP - The ZAP will trigger when a new Google Sheet ROW is added, and submit the information to Skhokho to create a new Invoice with the corresponding line items.

# Transfer Bulk Data

To transfer Bulk Data between Skhokho and Google Sheets, you can use the new Zapier Transfers (opens new window). Zapier Transfers are a new feature that can be used to transfer bulk data at given time intervals, like every day or every hour etc.

When using transfers, you can schedule bulk data to be moved at certain intervals between the Skhokho and Zapier.

# Google Sheets as the Action

When Google Sheets is the Action, Skhokho will be the Trigger. You can use this ZAP to keep a Google Sheet updated every time a new invoice is added in Skhokho. The ZAP will create a new ROW in google sheets, when there is new data from Skhokho.

Start by creating a new Google Sheet with the following COLUMNS:

  • Title
  • Description
  • Notes
  • Status
  • Tax Percentage
  • Recurring Monthly
  • Recurring Date
  • Due Date
  • Client companyName
  • Client companyEmail
  • Client companyPhone
  • Client companyTaxNumber
  • Client companyWebsite
  • Client companySize
  • Client companyIndustry
  • Client addressLine1
  • Client city
  • Client state
  • Client country
  • Client postalCode
  • Client twitter
  • Client facebook
  • Client linkedIn

This is the DATA that will be returned by Skhokho in this ZAP.

Use This Zap 👉🏽 Test Zap for New Invoice Trigger from Skhokho Version 1.0.0 (opens new window).

# Trigger: Skhokho 👉🏽 Create New Invoice

This ZAP will be triggered when a new invoice is created in Skhokho. This Zapier Trigger has 3 Steps: (1) Choose App & Event, (2) Choose Account, (3) Test Trigger.

  1. Choose App & Event

This section should look like this 👇🏽👇🏽👇🏽 Zapier Skhokho Trigger Step 1

  • The App is - Skhokho
  • The Trigger is - New Invoice
  1. Choose Account

Log in to your Skhokho Account Zapier Skhokho Trigger Step 2

  1. Test Trigger

Move to the next page and "test trigger". If everything is OK, you can move on to setting up the action. Zapier Skhokho Trigger Step 3

# Action: New Google Sheet Row(s)

Zapier Actions have 4 Steps: (1) Choose App & Event, (2) Choose Account, (3) Set-up Action and (4) Test Action.

  1. Choose App & Event

This section should look like this 👇🏽👇🏽👇🏽 Zapier Skhokho Action Step 1

  • The App is - Google Sheets
  • The Action is - Create Spreadsheet Row(s)
  1. Choose Account

Log in to your Google Sheets Account. Zapier Skhokho Action Step 2

  1. Set-up Action

Select the Google Drive, Spreadsheet and Worksheet that the data should be added to. Then map all the available data from Skhokho in to the Google Sheet Worksheet Columns. If you used the columns suggested above, you should be able to match every data-point. Zapier Skhokho Action Step 3

  1. Test Action

Test the action, you should see a green tick if all is well with your ZAP. Zapier Skhokho Action Step 4

You are good to go. Turn in your ZAP - The ZAP will trigger when a new invoice is created in Skhokho and create a new ROW in your Google Sheet.

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