Import and export
Data in from anywhere, out in standard formats
Excel and CSV files and manual entry all feed the same document composer, so every source is validated the same way. On the way out, reports export to CSV and Excel with provenance, and documents export as UBL XML.
- Excel, CSV and manual entry
- CSV, XLSX and UBL XML out
How do I get invoice data into and out of Invoice And Tax?
In: import Excel or CSV files, enter documents manually, or connect through the API or a connector — all feeding one document composer and the same validation rules. Out: export reports to CSV and Excel (XLSX) with provenance, and documents as UBL XML.
Outcomes
What you get
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Excel and CSV import
Bring existing invoice data in without retyping it.
Excel import: Excel and CSV import -
Manual entry
Create documents directly when that is quicker.
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One composer for all sources
Every source is checked by the same rules, so quality does not depend on the route.
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Exports with provenance
Reports export to CSV and XLSX with a record of their source; documents export as UBL XML.
How it works
One path for every source
Files are mapped and checked, then passed to the same composer used for manual entry. From there, documents are validated against the versioned rules before they can be issued. Nothing reaches issue by a side door.
- Map and check the incoming data
- Compose documents in one place
- Validate before issue
By role
What it means for each role
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Finance team
Start with what you have
Existing spreadsheets become your first route to e-invoicing.
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Accountant
Exports for review
Take reports to CSV or Excel for reconciliation and review.
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IT
Standard formats out
UBL XML and CSV/XLSX exports fit other systems without custom code.
Import and export questions
Which file formats can I import?
Excel and CSV.
Can I export documents in a standard format?
Yes. Documents export as UBL XML; reports export to CSV and XLSX.
Is imported data validated?
Yes. Imported data passes through the same composer and validation rules as manual entry.
What if we need an automated feed instead?
Use the REST API or a connector. See integrations.