Import Settings

Learn how to create a new custom template, edit an already existing custom template for importing your invoice data.

Guide to Create and Edit Custom Templates

Step 1 : Select Settings

Select Settings Panel section and open it. You can find this on the left-side panel on your screen.

Step 2: Select Import settings

You can locate these under E-Invoicing and EWB settings

Step 3: Select Business

Select the business for which to want to create/edit a template

Step 4: Create New Template

Click on "New Template" icon if you want to create a fresh template. Learn how to edit an existing template here

Step 5: Upload Invoice Details

Upload the file containing invoice details. The ClearTax software supports XLSX, CSV, XLS and XLSM formats.

Step 6: Mapping Columns

Map the columns of your template with that of ClearTax standard template. The columns marked as "Required" are mandatory to map. Click on "Save Template" once you are done mapping them.

Step 7: Name Template

Choose a suitable name for your template for future reference.

Step 8: Editing Existing Template

Follow the below steps to edit an already existing template.

Step 8.1: Select Business

Select the business whose template you want to edit.

Step 8.2: Select Custom Template

Select the custom template you want to edit. Then click on "Edit Template" icon in front of it.

Step 8.3: Edit and Save Template

Make the desired changes to it and click on the "save template" icon on the top once you are done.


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