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Learn the process of integrating Bubble.io with Dext (formerly Receipt Bank) in simple, easy-to-follow steps in our guide.
Receipt Bank, now known as Dext, is a financial technology product that helps businesses automate their bookkeeping processes. Specifically, it allows for uploading of receipts, invoices, and other financial documents either manually or automatically via email. It then extracts the important data, categorizes it appropriately, and documents it in a user-friendly manner. Furthermore, Dext can integrate with other accounting software like QuickBooks, Xero, and Sage, facilitating the accounting process seamlessly.
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Step One: Familiarize yourself with both platforms
To integrate Bubble.io with Dext (formerly known as Receipt Bank), you need to understand the functionality and operation of both platforms.
Bubble.io is a visual programming language platform. It allows you to build fully functional web applications without needing to write code.
Dext, on the other hand, is a business tool used for easier data and receipt management. It extracts key information from your bills, receipts, and invoices, removing the need for manual data entry.
Step Two: Obtain necessary API keys
To connect the two platforms, you will need an API key from Dext. API keys are unique identifiers that authenticate the transfer of information between two points. To get your API key:
Log into your Dext account.
Navigate to 'Account Settings'.
Click on 'API keys' on the left sidebar.
Step Three: Set up Bubble.io API Connector
In Bubble.io, integration with third-party services like Dext is done through the API Connector. Follow the steps below to set it up:
Log in to your Bubble.io account and go to your app editor.
Click on the 'Plugins' section in the left sidebar.
Click on the '+ Add plugins' button and in the plugin search box, type 'API Connector' and click 'Add'.
Step Four: Configuring API Connector for Dext
After adding the API Connector, you will see it listed in the Plugins page. Click on the 'API Connector' to start configuring it.
In the new API Connector interface, Click on '+ Add another API'.
This will open up a new form where you can input the requirements for the Dext API. Fill the form:
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**API Name** - Name it something meaningful for your reference.
**Authentication** - Set the type to 'Private key in URL' since Dext uses API keys for authentication.
**Private Key**, put the Dext API key you obtained from Step Two.
Below this, you'll find settings to define the actual API calls.
Step Five: Defining API calls in Bubble.io
Click on '+ Add another call'.
A form will appear, asking you details about the API call. Fill in the given fields:
Call Name: Input a name that makes sense to you. E.g. 'Get Dext Data'.
Call Type: Depending on your need choose GET (for retrieving data from Dext) or POST (for pushing data to Dext).
Data Type: If you want to return a list of items, choose 'JSON'.
After this, you need to specify the URL for the API endpoint. This URL can be found in your Dext developer documentation.
Step Six: Use the API Connection in your App
If the connection is successful, you can start using it within your application:
Inside your Bubble.io app, you can now use the established API connection in workflows, data sources, and more
For example, if you want to display data retrieved from Dext, just go to the element's setting in Bubble.io, and select 'Get data from an API'. Choose the API you set up and configure the options to reflect the data you want.
Remember that integrating Bubble.io with Dext only automates the part of your workflow that interacts with these two platforms. You need to appropriately connect the Dext API with other business processes for a seamless workflow fully.
Scenario: A freelancing company seeks to simplify its expense tracking process, reduce paperwork, and improve efficiency. They use Bubble.io to create a customized interface for tracking expenses, where employees can submit their expense reports or receipts. However, they need an automated way to process this data into their accounting software. They opt for Receipt Bank (Dext) for its ability to extract data from receipts, making it ideal for their needs.
Solution: Integrating Bubble.io with Receipt Bank (Dext)
Expense Reporting Interface: Freelancers use Bubble.io to create a user-friendly interface, including a form for employees to submit their receipts and expense information.
Setting Up the Integration: Freelancers install the Receipt Bank (Dext) plugin in Bubble.io and configure it with their Receipt Bank API key. They set up workflows in Bubble.io that trigger when an expense form is submitted on the interface.
Data Extraction Workflow:
When an employee submits a receipt, the workflow is triggered. The receipt is automatically sent to Receipt Bank (Dext) using the configured plugin action. Receipt Bank (Dext) extracts relevant data (e.g., vendor, date, amount) from the receipt.
Data Transfer: The extracted data is then transferred back to the Bubble.io application and gets logged into the relevant databases or even directly synced with the organization's accounting software for record-keeping.
Expense Management:
Freelancers can use Receipt Bank's (Dext) features to review and approve expenses, simplify tax prep, and keep track of payments and reimbursements.
Monitoring and Analytics:
The integration allows for seamless tracking of expenses and reimbursements. They can monitor the efficiency of their expense tracking system, making data-driven decisions to optimize their strategies.
Benefits:
Efficiency: Automating the expense processing and reimbursement tracking saves time and reduces the risk of errors.
Elimination of Paperwork: Receipt Bank's (Dext) ability to capture digital receipts reduces the need for physical paperwork.
Centralized Data: All expenses are managed in one place, providing a single source of truth for the finance team.
Streamlined Finance Management: Real-time expense tracking and instant data extraction make for quicker financial decisions and analysis.
By integrating Bubble.io with Receipt Bank (Dext), freelancing companies can simplify their expense management, ensuring accurate and timely reimbursements, and ultimately, improving their financial efficiency.
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