Automated Reporting & Master-Data Sync with n8n & UiPath
Automated reporting and master-data reconciliation: n8n orchestrates schedule, API data sources, and consolidation, while UiPath pulls raw data from portals and desktop systems without an API and writes corrected master data back. Delivered by Groenewold IT Solutions in Leer/East Frisia (Made in Germany).
Automated Reporting & Master-Data Sync with n8n & UiPath
Automation
The Challenge
Reports by hand, master data drifting apart
Monthly reports were laboriously copied together from several systems. At the same time, master data drifted apart between the shop system, ERP, and accounting—affecting analyses and closing. Some sources were modern and API-capable, others accessible only through portals or desktop screens.
Portals and legacy systems without an interface
Bank portals, supplier web portals, and an older ERP offered no API. The required raw data had to be downloaded or exported manually—time-consuming, error-prone, and hard to reproduce. A pure API integration approach would never have reached these sources.
Our Solution
Reporting & integration views
n8n as a scheduled reporting pipeline
An n8n workflow starts via cron, pulls data from all API-capable sources (shop system, databases, web analytics), consolidates it, and produces dashboards or Excel reports. These are distributed via email and Teams. n8n detects deviations and flags anomalies before they surface in the closing.
UiPath pulls data from portals without an API
For bank portals, supplier portals, and the interface-less ERP, a UiPath robot logs in, exports the raw data, and makes it available to n8n. In the other direction, UiPath writes corrected master data back into the legacy systems. This creates a complete data cycle across the boundary between the API world and manual portals.
Consistency and operations
The master-data reconciliation follows defined rules so corrections stay traceable and do not accidentally overwrite good data. Monitoring, retry logic, and logs keep operations stable. Design and delivery by Groenewold IT Solutions in East Frisia.
Results
Reporting at the push of a button, consistent master data
Reports are available on time and reproducibly, without hours of copy-pasting. Master data stays consistent between shop, ERP, and accounting; data errors in accounting drop noticeably.
Reference for data- and portal-driven automation
The project shows how reporting and master-data maintenance can be automated even when key sources are only reachable via portals—n8n for the API world, UiPath for the manual last mile.
Features
Feature overview
- Scheduled start via cron in n8n
- Data retrieval from shop, databases, and web analytics
- Consolidation into dashboards and Excel reports
- Distribution via email and Microsoft Teams
- UiPath export from bank and supplier portals without API
- Writing corrected master data back into legacy systems
- Anomaly detection, monitoring, and logs
- Delivery by Groenewold IT Solutions (Made in Germany)
Project Details
Project
Retail & services companyCompleted
Design and operations (reference project)
Technologies
More References
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