Documentation
Export formats
JSON, CSV, and XLSX export schemas — field names, types, and layout.
Available formats
| Format | Plan | Description |
|---|---|---|
| JSON | All plans | One JSON file containing an array of invoice objects |
| CSV | Starter+ | Flat spreadsheet — one row per invoice, line items excluded |
| XLSX | Pro+ | Two-sheet workbook: Invoices sheet + Line Items sheet with foreign key |
JSON export
The JSON export is an array of invoice objects. Each object matches the full invoice schema including the complete lineItems array.
[
{
"_id": "6741a2f3e4b0c1d2e3f4a5b6",
"vendorName": "Acme Corp Ltd",
"vendorTaxId": "DE123456789",
"invoiceNumber": "INV-2024-0042",
"purchaseOrderNumber": "PO-88912",
"issueDate": "2024-11-15",
"dueDate": "2024-12-15",
"currency": "EUR",
"subtotal": 1250.00,
"taxAmount": 237.50,
"totalAmount": 1487.50,
"paymentReference": "IBAN: DE89370400440532013000",
"confidenceScore": 0.95,
"reviewState": "approved",
"approvedAt": "2024-11-16T09:12:00.000Z",
"createdAt": "2024-11-15T14:23:01.000Z",
"lineItems": [
{
"description": "Software license — annual",
"quantity": 1,
"unitPrice": 1250.00,
"taxRate": 0.19,
"lineTotal": 1487.50
}
]
}
]CSV export
The CSV export contains one row per invoice. Line items are not included — use JSON or XLSX for line item data. Dates are in YYYY-MM-DD format. Monetary values are plain decimals with no currency symbol.
| Column | Type | Notes |
|---|---|---|
| id | string | Invoice document ID |
| vendor_name | string | |
| vendor_tax_id | string | |
| invoice_number | string | |
| purchase_order_number | string | |
| issue_date | date | YYYY-MM-DD |
| due_date | date | YYYY-MM-DD |
| currency | string | ISO 4217 |
| subtotal | number | |
| tax_amount | number | |
| total_amount | number | |
| payment_reference | string | |
| confidence_score | number | 0–1 |
| review_state | string | pending / reviewed / approved |
| approved_at | datetime | ISO 8601 or empty |
| created_at | datetime | ISO 8601 |
XLSX export
The XLSX workbook contains two sheets. Use the invoice_id column in the Line Items sheet to join rows back to the Invoices sheet.
Sheet 1 — Invoices
Same columns as the CSV export above.
Sheet 2 — Line Items
| Column | Type | Notes |
|---|---|---|
| invoice_id | string | Foreign key → Invoices sheet id column |
| vendor_name | string | Denormalized for convenience |
| invoice_number | string | Denormalized for convenience |
| description | string | Line item label |
| quantity | number | |
| unit_price | number | |
| tax_rate | number | Decimal, e.g. 0.19 |
| line_total | number | |
| currency | string | ISO 4217 from parent invoice |
Date and number formatting
- All dates are in ISO 8601 format (YYYY-MM-DD for dates, YYYY-MM-DDTHH:mm:ss.sssZ for datetimes).
- Monetary values are plain decimals with no currency symbol or thousands separator.
- Tax rates are stored as decimals (0.20 = 20%), not percentages.
- Null / missing values are represented as empty strings in CSV and blank cells in XLSX.
- In XLSX, date columns are formatted as Excel date values for easy sorting and filtering.