Excel Files

Often, our clients have line item information in XLSX files. Digicust can extract and use those in combination with information from your PDF documents to create customs declarations.

There are two cases for handling XLSX data:

• Case 1: The XLSX file is a table of line items.

• Case 2: The XLSX file is actually a complete invoice.

XLSX as table of line items

To use the XLSX data as table of line items in combination with other documents, we recommend creating an extra XLSX execution strategy. Call it, for example, "Import XLSX".

Now, open the execution strategy settings and check the following options:

Check "Handle XLSX Uploads"

Check "Ignore line items from invoice"

This strategy works if and only if the following conditions are met:

• The first row in the excel file describes the column headers.

• The second row and below are one line item each.

• All data is in the first sheet of the excel file.

In all other aspects, the XLSX is handled just the way a packing list would be handled.

XLSX as invoice

If your XLSX contains all data that a regular invoice would contain, simply activate the following option in the execution strategy settings:

This strategy works if and only if the following conditions are met:

• The invoice is in the first sheet of the excel file