Custom Excel Template Import
Transform any Excel file structure into LHDN-compliant invoices with InvoisX's powerful Custom Excel Template Import feature.
Overview
The Custom Excel Template Import feature allows you to:
- Upload Excel files in any format or structure
- Create custom templates that map your Excel columns to LHDN invoice fields
- Set conditional and fixed default values for automatic data completion
- Import invoices from your existing Excel workflows without restructuring
Getting Started
- Creating Excel Templates - Learn how to create and configure custom templates
- Column Mapping - Map your Excel columns to invoice fields
- Code Mappings - Transform Excel values to LHDN-compliant codes
- Default Values - Set conditional and fixed defaults for smart automation
- Import Modes - Choose the right import strategy for your Excel structure
Key Features
🗂️ Flexible Excel Support
- Support for any Excel file structure
- Multiple sheets handling (header + lines, single sheet, lines only)
- Custom column mapping to LHDN fields
🔄 Smart Value Transformation
- Code mappings for converting Excel values to system codes
- Conditional defaults based on your data
- Fixed default values for consistent data
✅ LHDN Compliance
- Automatic validation and calculation
- Proper field mapping to LHDN requirements
- Error handling and validation feedback
📊 Professional Interface
- Visual mapping overview
- Real-time progress tracking
- Dark/light mode support
Quick Start Guide
- Navigate to Excel Templates in the sidebar
- Click Create Template to upload your Excel file
- Configure your template by mapping columns to invoice fields
- Set up code mappings and default values as needed
- Use your template to import invoices from similar Excel files
Ready to get started? Begin with Creating Excel Templates.