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

1. Creating Excel Templates - Learn how to create and configure custom templates
2. Column Mapping - Map your Excel columns to invoice fields
3. Code Mappings - Transform Excel values to LHDN-compliant codes
4. Default Values - Set conditional and fixed defaults for smart automation
5. 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

1. Navigate to Excel Templates in the sidebar
2. Click Create Template to upload your Excel file
3. Configure your template by mapping columns to invoice fields
4. Set up code mappings and default values as needed
5. Use your template to import invoices from similar Excel files

Ready to get started? Begin with Creating Excel Templates.