Export automatisé mensuel des clients QuickBooks

Débutant

Ceci est unCRM, Multimodal AIworkflow d'automatisation du domainecontenant 5 nœuds.Utilise principalement des nœuds comme Set, Quickbooks, GoogleSheets, ScheduleTrigger. Exportation automatique des données clients de QuickBooks vers Google Sheets

Prérequis
  • Informations d'identification Google Sheets API
Aperçu du workflow
Visualisation des connexions entre les nœuds, avec support du zoom et du déplacement
Exporter le workflow
Copiez la configuration JSON suivante dans n8n pour importer et utiliser ce workflow
{
  "meta": {
    "instanceId": "c8c9ba5d3eb26ae47a06d24ff164a01c0d73ed4753a74903c2bb609d434a0f6b",
    "templateCredsSetupCompleted": true
  },
  "nodes": [
    {
      "id": "51712938-ec75-46ce-813b-d08f99770465",
      "name": "Récupérer les clients depuis QuickBooks",
      "type": "n8n-nodes-base.quickbooks",
      "position": [
        -32,
        304
      ],
      "parameters": {
        "filters": {},
        "operation": "getAll",
        "returnAll": true
      },
      "credentials": {
        "quickBooksOAuth2Api": {
          "id": "b6aH0PejuunHdpJu",
          "name": "QuickBooks Online account 3"
        }
      },
      "typeVersion": 1
    },
    {
      "id": "3cffcb60-530d-498d-904e-999944a96bfc",
      "name": "Préparer les données clients",
      "type": "n8n-nodes-base.set",
      "position": [
        208,
        304
      ],
      "parameters": {
        "options": {},
        "assignments": {
          "assignments": [
            {
              "id": "34a12d33-7b0b-4cec-a5ca-8e9520e6b644",
              "name": "=Period",
              "type": "string",
              "value": "={{ new Date().toISOString().slice(0, 7); }}"
            },
            {
              "id": "86d36b63-e8f1-4fc8-a0a4-884754416439",
              "name": "Id",
              "type": "string",
              "value": "={{ $json.Id }}"
            },
            {
              "id": "4f994c1c-110b-44f7-b2a2-58bf5416f6fc",
              "name": "Balance",
              "type": "number",
              "value": "={{ $json.Balance }}"
            },
            {
              "id": "2263be28-e780-4d64-b50a-1e7688195539",
              "name": "Email",
              "type": "string",
              "value": "={{ $json.PrimaryEmailAddr.Address }}"
            }
          ]
        }
      },
      "typeVersion": 3.4
    },
    {
      "id": "ae4c32cf-e227-4ce1-9f30-71eb3ab3e729",
      "name": "Exporter vers Google Sheets",
      "type": "n8n-nodes-base.googleSheets",
      "position": [
        432,
        304
      ],
      "parameters": {
        "columns": {
          "value": {},
          "schema": [],
          "mappingMode": "defineBelow",
          "matchingColumns": [],
          "attemptToConvertTypes": false,
          "convertFieldsToString": false
        },
        "options": {},
        "operation": "append",
        "sheetName": {
          "__rl": true,
          "mode": "url",
          "value": "https://docs.google.com/spreadsheets/d/example"
        },
        "documentId": {
          "__rl": true,
          "mode": "url",
          "value": "https://docs.google.com/spreadsheets/d/example"
        }
      },
      "credentials": {
        "googleSheetsOAuth2Api": {
          "id": "gbEbCNKqCMSRZPql",
          "name": "Google Sheets account 3"
        }
      },
      "typeVersion": 4.6
    },
    {
      "id": "e516f009-e153-46fd-bc14-6aabd7ee7c0b",
      "name": "Déclencheur d'export mensuel",
      "type": "n8n-nodes-base.scheduleTrigger",
      "position": [
        -288,
        304
      ],
      "parameters": {
        "rule": {
          "interval": [
            {
              "field": "months",
              "triggerAtHour": 8
            }
          ]
        }
      },
      "typeVersion": 1.2
    },
    {
      "id": "e369277f-3df5-4769-8671-357dfc0eca46",
      "name": "Description du flux de travail",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        -624,
        0
      ],
      "parameters": {
        "color": 5,
        "width": 272,
        "height": 912,
        "content": "# Workflow description\n\nShort and simple. Runs monthly at 08:00. Pulls the QuickBooks customer list and appends rows to a Google Sheet.\n\n## Steps\n1) **Monthly Export Trigger** starts the run.\n2) **Fetch Customers from QuickBooks** gets all customers.\n3) **Prepare Customer Data** keeps a few clean fields: Period, Id, Balance, Email.\n4) **Export to Google Sheets** appends the rows to your target sheet.\n\n## Setup\n- Connect your **QuickBooks** credential in n8n.\n- Connect your **Google Sheets** credential in n8n.\n- Replace the example sheet URL with your own.\n- Adjust the schedule if you want weekly or daily.\n\n## Tweaks\n- Add more fields in **Prepare Customer Data** if you need them.\n- Change the sheet tab name or spreadsheet if your structure is different.\n\nDone. It just works. If something fails, open the last run and check the node with the red mark."
      },
      "typeVersion": 1
    }
  ],
  "pinData": {},
  "connections": {
    "3cffcb60-530d-498d-904e-999944a96bfc": {
      "main": [
        [
          {
            "node": "ae4c32cf-e227-4ce1-9f30-71eb3ab3e729",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "e516f009-e153-46fd-bc14-6aabd7ee7c0b": {
      "main": [
        [
          {
            "node": "51712938-ec75-46ce-813b-d08f99770465",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "51712938-ec75-46ce-813b-d08f99770465": {
      "main": [
        [
          {
            "node": "3cffcb60-530d-498d-904e-999944a96bfc",
            "type": "main",
            "index": 0
          }
        ]
      ]
    }
  }
}
Foire aux questions

Comment utiliser ce workflow ?

Copiez le code de configuration JSON ci-dessus, créez un nouveau workflow dans votre instance n8n et sélectionnez "Importer depuis le JSON", collez la configuration et modifiez les paramètres d'authentification selon vos besoins.

Dans quelles scénarios ce workflow est-il adapté ?

Débutant - CRM, IA Multimodale

Est-ce payant ?

Ce workflow est entièrement gratuit et peut être utilisé directement. Veuillez noter que les services tiers utilisés dans le workflow (comme l'API OpenAI) peuvent nécessiter un paiement de votre part.

Informations sur le workflow
Niveau de difficulté
Débutant
Nombre de nœuds5
Catégorie2
Types de nœuds5
Description de la difficulté

Adapté aux nouveaux utilisateurs de n8n, avec des workflows simples contenant 1-5 nœuds

Auteur
Milan Vasarhelyi - SmoothWork

Milan Vasarhelyi - SmoothWork

@vasarmilan

We help you eliminate the busywork by building compact business tools tailored to your processes. 📞: https://smoothwork.ai/book-a-call ▶️: https://www.youtube.com/@vasarmilan

Liens externes
Voir sur n8n.io

Partager ce workflow

Catégories

Catégories: 34