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Learn Sparrow
  • 🏠Home
  • ⭐Quick Start
    • Building an Event
    • Editing an Event
    • Using Automations
    • Managing Tasks
  • 💡Features
    • Events
      • List Pages
      • Detail Pages
      • Building an Event
    • Tasks
      • List Pages
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      • Creating a Task
      • Task Groups
    • CRM (Contacts/Companies)
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      • Do Some Research
      • Create Graphics
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      • Email Templates
      • Create Marketing Plan
      • Add Task Group
  • đŸ’ģProduct
    • Updates
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  • ℹī¸More Info
    • Supported Merge Tags
  • ✏ī¸Tutorials
    • Integrations
      • Map Ticket Counts to an Event
      • Confirm an Event from Prism
      • Import Facebook Ad Spends to an Event
      • Automatic Receipts/Invoice Reader
      • Connecting Meta to Sparrow
      • Meta Event Feed
      • Connecting Prism
      • Chrome Extension: Event Finder
      • Ticketing Integrations
        • Ticketmaster
        • Ticketweb
      • Additional Integrations
        • Asana Integration
    • Automations
      • Automate with Task Groups
      • Create an Adpack
    • Tasks
      • See Everyone's Tasks
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  1. Tutorials
  2. Integrations

Automatic Receipts/Invoice Reader

Sparrow has the ability to receive an email containing a receipt and file it into Sparrow for you. Simply forward your receipt with some basic information to your unique receipts inbox and the automation will download the reciept, categorize it and upload it into Sparrow with the correct event and categorization.

This feature is currently in beta and uses AI, so may experience errors. Please report any issues to your account manager.

Limitations and Notes

  • Your unique receipts email address must be directly listed in the "To:" section. The automation will not work if the email is included in a forwarding address.

  • Please only include the receipt or invoice as an attachment. Multiple unrelated attachments cause an error in the automation.

Instructions

  1. Email an attachment of the invoice/receipt to your unique receipts email address. If you don't have a unique receipts inbox, reach out to your account rep. Attachments can be: PDF, JPG, PNG, or GIF

  2. In the body of the email, include: Event Name: required Event Date: required Venue: optional Category: Traditional, Digital or Other Type: (e.g. Radio, Social, etc) Notes: Any additional notes you want in Sparrows "details" field Example — Event: LSDream Date: 11/03 Venue: Vic Category: Traditional Type: Street Team Notes: Posters for street team

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Last updated 8 months ago

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