Accounting
CSV and Excel Import/Export
The universal fallback — structured file exchange when no API exists.
File-based exchange
Accounting · Custom APIs
On RequestWorks with AnantaTech Hub · Provided by File-based exchange
What this connects
Bulk data between your system and anything that reads or writes a spreadsheet.
Supported workflows
- Bulk import of products, customers or opening balances
- Exporting reports for an accountant or auditor
- Migrating data from software with no API
Data exchanged
- Any tabular business data matching the defined template
Setup requirements
- A file matching the expected column template
- Agreed date and number formats
Permissions required
- File access on the device performing the transfer
Security and privacy
- Exported files leave the system's access control — treat them as you would any spreadsheet of business data.
- Import files are validated before processing; malformed rows are reported rather than partially applied.
Known limitations
Stated plainly, because finding these out during implementation is worse than knowing them now.
- No live sync: a file is a snapshot at the moment of export.
- Column mismatches are reported as errors rather than guessed at.
Need CSV and Excel Import/Export connected?
Tell us how you use it today and we will confirm what is possible for your configuration before anything is committed.