Automate Payment Settlement Report Transformation from Apaleo

Streamline the process of reconciling and booking settlement reports by automatically reading, merging, and converting Apaleo Pay files into an accounting-friendly format.

This workflow automates the transformation of payment settlement reports from Apaleo. It reads and merges settlement files, filters and processes data, and converts it into a CSV format suitable for financial accounting systems. The final report is uploaded to Google Drive for easy access and further processing. This automation reduces manual effort and minimizes errors in financial reconciliation.
Platform
Make
Category
Finance & Accounting
Price
$14.99
Creator
Naomi Horvath

How to import this workflow into Make

  1. 1Purchase or download the workflow to get the Make blueprint JSON file.
  2. 2In Make, create a new scenario, click the three-dots menu, and choose "Import Blueprint".
  3. 3Reconnect each module to your own app connections when prompted.
  4. 4Run the scenario once to verify it, then set your schedule and turn it on.

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