Import with CSV including files for manual further processing
Document data is available as a CSV including files and can be imported into various other programs.Â
How to create a CSV file including documents
For the CSV file, you first need to export the documents from the Excel file. Learn here how you or your client can create a new export.
Step 1 – Save CSV including receipt images
After a new export is created, you will be notified by email.
Open the notification you received via email.
In the email, click view document.
On the export page, go to the “Other” section and click “Download” next to “Manual processing”
Step 2 – Import
Unzip the archive and import the CSV into your desired program. The files are also included in the archive and referenced in the CSV file.