Hi everyone,
I’m looking for support in building an automation in Make.com that can assign receipts/invoices to payments using comparison criteria. If anyone has done something similar or could help me set this up from scratch, I’d really appreciate your help!
The Goal is to automate the assignment of receipts and payments from various sources using defined comparison logic, so that the process no longer has to be done manually.
Input sources:
- GetMyInvoices (connected automatically): provides receipts/invoices
- PayPal (connected automatically): provides payment data
- N26 account (manual CSV import): provides payment data
- Further evidence (uploaded manually as CSV/PDF/JPG/PNG)
Matching logic:
All incoming data should be processed through Make.com and compared using the following fields:
- Name
- Date
- Amount
- Delivery address
For a successful assignment to take place, at least three of these criteria must match. If a match is found, the data is moved to the “assigned” section. If no match is found, it goes into the “unassigned” section, where retries happen.
Retry process:
Unassigned receipts/payments will go through up to three assignment attempts, each separated by 31 days. If the receipt/payment cannot be assigned after the third attempt, it remains in the unassigned section permanently.
Output:
There are two separate output folders/sections:
- Assigned receipts/invoices
- CSV export (bulk-ready for DATEV, each assignment must be identifiable and traceable)
- Individual PDF files (each assignment must be downloadable and readable)
- Unassigned receipts/invoices
- CSV export (with all data)
- Individual PDF files (with all available information)
I’ve also attached a diagram to help visualize this. It might be clearer with the diagram.
If anyone has experience building such a flow in Make.com or could help me implement it, I’d be super grateful!