Even with some of the most advanced features available anywhere, software like ETO and Apricot might still have some tasks that just have to be done manually. And when those processes are excessive and repetitive, good luck finding someone willing to do them. And even if you can, it might take that person hundreds of hours to complete the task. This could easily lead to several important mistakes.
Automation for Apricot & ETO
Software robots, like their mechanical counterparts, can be trained and programmed to replicate manual process steps and complete large batches of otherwise tedious and time-consuming tasks.
One such task is uploading file attachments connected to participants/clients in ETO or Apricot:
We are expanding our use of the software and migrating data into a new program. We have a large batch of attachments that we need uploaded and attached to the newly migrated participants. However, we can’t figure out how to upload all the attachments without spending weeks manually uploading! Can you help?
Actual ETO Client
When migrating data into ETO or Apricot, we can normally use the embedded batch upload and import tools. However, very few software products out there have a tool for migrating physical files. That leaves it as one of those terrible manual processes.
Treadwell’s Automations team jumped at the opportunity to develop innovative Robotics Process Automation (RPA) robots for uploading client attachments into either ETO or Apricot.
We trained a robot to review a reference file and large set of attachment uploads (close to 7000!), then manually click through ETO or Apricot to successfully upload each file! In addition, we built automations to successfully download and organize files from ETO or Apricot for a similar, but reversed process.
What does this mean for you? Treadwell can now easily help you with the following:
- Downloading all (or a set of) attachment files in an organized manner from ETO or Apricot.
- Uploading a set of organized files into ETO or Apricot, attaching them to the correct participant/client.
- Any other software or robotic automation process you can think of!
Need help with your Apricot or ETO automation?
Focus on what you do best and leave the data to us.
Treadwell is Bonterra’s (previously Social Solutions) only certified implementation partner for both Apricot and ETO software, specializing in developing the most advanced automations for both products. Schedule a free consultation to learn how Treadwell can help you automate simple tasks.
