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.
Note: In March, 2021, Roger officially changed its name to Corpay One. Our features and functionality have not changed. To learn more and understand the change, read more.
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Unlock the power of automation with Roger and Zapier, creating time-saving workflows to instantly power your business.
Roger currently has integrations with accounting platforms like QuickBooks and Xero. With these integrations, everything that happens in Roger is automatically synced and recorded in your accounting platform.
Now you can use the power of Zapier and Roger together.
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. Then, everything in Roger will be reflected in your accounting system.
Note: We are always focusing on making our integrations more seamless. Information about our latest integrations can be found within our product (March 2023) or on our integrations page.
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.
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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.
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From there, you can select which spreadsheet you want the data to automatically populate in and which fields you want to populate.
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Then, check your Google Sheet to watch the magic happen.
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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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