Import your data using Custom Mapper

Steps on how to import your data using a custom mapper

Step 1:

Click on ‘Generate E-invoices’ option to import your data

Step 2:

Select a ‘Business’ to import your data

Step 3:

Under ‘Choose a method to import your data’ → Select ‘Custom Excel Template’

Step 4:

Click on ‘Click here to add your own custom template’ option

Step 5:

Click on ‘Select file from your Computer’ button to upload your Excel file with custom column names that need to be mapped

Step 6:

Map ClearTax column name with your Excel file column names Once done → Click on ‘Save Template’ button to proceed

Step 7:

Name your Template & click on ‘Save Template’ to save your custom template → Now select the template save to import your invoices