I’m currently looking for a solution that can help me streamline a process involving check images. Specifically, I need an app or website (not necessarily from the AppExchange) that will take a file of images of checks and export all the relevant data into an Excel file, with each field properly mapped to be used in Salesforce’s batch upload process.
If anyone has used or knows of a tool or service that could help with this, I would greatly appreciate any recommendations!
Thank you in advance for your help!
Hello
I'm still a little hazy on the specifics of how and from whom the check images show up for you to take responsibility for them, but if suggest you take a look at
- Zapier
- Make (formerly Integromat)
- Workato
- Microsoft Power Automate
Which have connectors to Cloudmersive and Encodian which are very powerful document and image processing tools. It would be similar to drafting Salesforce Flows.
Happy to talk to you more in depth
Darren Kowitt
Hi Tamara,
Thanks for posting! Would you be willing to connect over a web call to discuss your requirements further and see how we can add value to it? You can reach me at
amey.kumthekar@nsquarexperts.com. I look forward to connecting with you.
