Learn how to use the WebSnip Extension to capture evidence from your client's portal for data reconciliation.
About the WebSnip Extension
The WebSnip Extension lets you extract and validate data from web pages. It increases the credibility of your evidence by capturing the URL and timestamp of your screenshot and syncing them directly to your Excel Desktop. By removing manual steps and third-party apps, you can import data quickly, reduce the chance of human error, and create consistency in how data is captured and documented from web pages.
Prerequisites
DataSnipper v6.0 or later
DataSnipper or Private OCR
Chrome or Edge browser
Step-by-step guide
Before you begin, make sure the Sync Snips to Excel toggle is turned on.
Open the Excel workbook on your desktop where you want the data extracted.
Choose an empty cell where you want the data placed.
Go to your web browser and navigate to the ERP containing the data you want.
Click the WebSnip Extension icon in your ribbon. This brings up the Snipping toolbar at the bottom of your screen. You can select Text, Validation, Exception, Sum, or Table Snips to extract data.
Use the Sum Snip from the Snipping toolbar to select the data you want to extract by drawing a rectangle around it.
WebSnip automatically captures the selected data and transfers it directly to your Excel workbook.
Return to your Excel workbook to view the extracted data in the chosen cell.
The Document Viewer displays additional information, including a screenshot of the captured evidence, the URL of the webpage, and the timestamp of the extraction.
The extracted data and source evidence are now cross-referenced in your Excel workbook on your desktop.