How to Automate Stampli Data Export (No API Required)

Introduction

Stampli is an accounts payable and invoice management platform that integrates with ERPs like NetSuite, QuickBooks, and Sage to streamline invoice processing, approvals, and payments. While Stampli offers API and integration options for some workflows, many teams need to export invoice data, approval history, and vendor information from the web dashboard when API access is limited or not available. Browser automation can serve as an effective alternative for pulling invoice and AP data, approval workflows, and reports directly from the Stampli portal.

Why Use Browser Automation for Stampli Data Export?

• Limited or No API Access: Stampli's API may be restricted to certain plans or ERP integrations, leaving dashboard-only access for reporting and exports
• Dashboard-Only Reports: Invoice lists, approval history, and custom reports are often only available in the web interface
• Historical Data: Access older invoices, approvals, and vendor data beyond API or manual export limits
• Vendor and Payee Data: Export vendor master data and payee information when the portal doesn't expose a full API
• Invoice and Approval Workflows: Pull invoice status, approval chains, and payment details for accounting and audit
• Payment History: Export payment runs and payment history for reconciliation
• Sync with ERP or BI: Automate data export for sync with your ERP or analytics tools

Setting Up Stampli Data Export Automation

Here's how to automate data collection from Stampli using browser automation:

import { chromium } from 'playwright';

const response = await fetch("https://api.anchorbrowser.io/api/sessions", {
  method: "POST",
  headers: {
    "anchor-api-key": "YOUR_API_KEY",
    "Content-Type": "application/json",
  },
  body: JSON.stringify({
    'headless': false,
    'proxy': {
      'type': 'residential',
      'country': 'US'
    }
  }),
});

const { id } = await response.json();
const connectionString = `wss://connect.anchorbrowser.io?apiKey=YOUR_API_KEY&sessionId=${id}`;

const browser = await chromium.connectOverCDP(connectionString);
const context = browser.contexts()[0];
const ai = context.serviceWorkers()[0];
const page = context.pages()[0];

// Navigate to Stampli
await page.goto("https://app.stampli.com");

// Login with AI agent
await ai.evaluate(JSON.stringify({
  prompt: 'Log in to Stampli using the provided credentials. Wait for the dashboard to fully load.'
}));

Exporting Invoices and AP Data

Automate the export of invoice and AP data from Stampli:

const exportStampliInvoices = async (page, ai, options) => {
  await ai.evaluate(JSON.stringify({
    prompt: 'Navigate to the Invoices or AP section'
  }));
  
  await ai.evaluate(JSON.stringify({
    prompt: `Apply date or status filters if needed. Then export or download the invoice list (e.g., CSV or Excel) for ${options.reportType || 'invoices'}.`
  }));
  
  const download = await page.waitForEvent('download');
  return await download.path();
};

Exporting Vendor and Payee Data

Export vendor lists and payee information when no API is available:

const exportStampliVendors = async (page, ai) => {
  await ai.evaluate(JSON.stringify({
    prompt: 'Navigate to the Vendors or Payees section, then to the vendor list or export option'
  }));
  
  await ai.evaluate(JSON.stringify({
    prompt: 'Click Export or Download, select CSV or Excel if available, and wait for the download to complete.'
  }));
  
  const download = await page.waitForEvent('download');
  return await download.path();
};

Approval History and Payment Data

Pull approval history and payment details from Stampli:

const exportStampliApprovals = async (page, ai, dateRange) => {
  await ai.evaluate(JSON.stringify({
    prompt: 'Navigate to the Approvals or Activity section'
  }));
  
  await ai.evaluate(JSON.stringify({
    prompt: `Set the date filter to ${dateRange.start} to ${dateRange.end}`
  }));
  
  await ai.evaluate(JSON.stringify({
    prompt: 'Export or download the approval or activity report. Wait for the download to complete.'
  }));
  
  const download = await page.waitForEvent('download');
  return await download.path();
};

const exportStampliPayments = async (page, ai, dateRange) => {
  await ai.evaluate(JSON.stringify({
    prompt: 'Navigate to the Payments section, then to Payment History or Payment Runs'
  }));
  
  await ai.evaluate(JSON.stringify({
    prompt: `Set the date filter to ${dateRange.start} to ${dateRange.end}. Export or download the payment report.`
  }));
  
  const download = await page.waitForEvent('download');
  return await download.path();
};

Reports and Analytics

Export AP reports and analytics from Stampli:

const exportStampliReports = async (page, ai, reportType) => {
  await ai.evaluate(JSON.stringify({
    prompt: 'Navigate to the Reports or Analytics section'
  }));
  
  await ai.evaluate(JSON.stringify({
    prompt: `Select and run the ${reportType} report, then export or download the results.`
  }));
  
  const download = await page.waitForEvent('download');
  return await download.path();
};

Best Practices for Stampli Portal Automation

• Security: Use secure credential storage and support 2FA or SSO if Stampli requires it
• Financial Data: Treat invoice and payment data as sensitive; ensure access controls and encryption
• Rate Limiting: Add delays between actions to avoid lockouts or triggering security controls
• Error Handling: Implement retries for transient failures and session timeouts
• UI Changes: Stampli may update the portal; monitor UI changes and adjust automation accordingly
• Terms of Use: Comply with Stampli's terms of use and any contractual restrictions on automated access

Handling Stampli Authentication

Stampli typically uses email/password; many accounts use SSO. Example flow:

const handleStampliAuth = async (page, ai, credentials) => {
  await page.goto('https://app.stampli.com');
  
  await ai.evaluate(JSON.stringify({
    prompt: `Enter email: ${credentials.email} and password: ${credentials.password}, then click Login or Sign in`
  }));
  
  await ai.evaluate(JSON.stringify({
    prompt: 'If 2FA or verification is required, enter the code from the provided method. Choose "Remember this device" if offered.'
  }));
  
  await page.waitForLoadState('networkidle');
};

Resources

• Anchor Browser Documentation - Complete API reference and guides
• Anchor Browser Playground - Try browser automation in your browser

Conclusion

Browser automation provides a flexible alternative to Stampli API access for invoices, vendors, approvals, and reports. By using browser automation, you can automate data export when the Stampli portal does not expose a full API for your needs. With attention to security and terms of use, you can streamline accounts payable and invoice automation workflows.

Start automating your Stampli data collection and simplify your AP and vendor reporting.