Spreadsheet / CSV importComing soon

    Spreadsheet import is coming soon

    Not everyone runs a cloud ledger. We're finishing bulk spreadsheet import so invoices held in Excel or CSV can be uploaded, matched to debtors and put into a recovery plan without an accounting integration. If you're on Xero or QuickBooks, the live sync already covers you.

    • In development — not yet generally available
    • Xero and QuickBooks sync automatically today
    • Column mapping and duplicate detection are part of the release
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    What it will do

    Bulk upload

    Drop in an Excel or CSV export and map your columns to invoice number, contact, amount, due date and currency.

    Validation before import

    Preview rows, spot duplicates and fix formatting issues before anything is chased.

    Debtor grouping

    Imported invoices group by contact into a single recovery case, exactly like synced ones.

    Frequently asked questions

    Available today

    Xero integration

    Live sales ledger sync.

    QuickBooks integration

    Live receivables sync.

    Outlook / Microsoft 365

    Handle debtor replies in one place.

    Start with what's live

    Connect your accounting system today and add spreadsheet import when it ships.

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