Upload Data
Learn to import your invoice data into ClearTax
You can upload invoice data into ClearTax using any of the two templates - Government Template and Custom Template

How to upload data using the Govt Template

Step 1: Upload Invoices

Click on ‘Upload Invoices’ in the left-hand side panel to import your data

Step 2: Select Business and Template

Select the business for which you are uploading invoice and select the Govt Template for uploading invoice and "Start Uploading"

Step 3: Upload Files

Fill in the invoice data in the Govt Excel template and select "choose a file to upload" If you do not have the template then download it by clicking "Download here"

Step 4: Discard Files or Proceed to Review

After the upload is done, you can see total no. of documents and no. of errors on screen. From here you can "Proceed to review" the error, or "Discard File"

Step 5: Review Documents

You can correct the document with errors by hovering over the Error Cell and correcting the values in the cells as described in the error body.
You can also correct the errors by "Downloading Error Report" correcting it offline and re- uploading the file
After correcting the error you can click on "Save and Next" or you can skip the errors by "skip pending Errors".
Your invoices have now been successfully imported into ClearTax for IRN generation

How to upload data using the Custom Template

Step 1: Upload Invoices

Click on ‘Upload Invoices’ in the left-hand side panel to import your data

Step 2: Select Business and Template

Select the business for which you are uploading invoice and select the "New Custom Template" for uploading invoice and "Start Uploading"

Step 3: Upload Files

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

Step 4: Map Column Names

Map ClearTax column names with the column names as per your Excel file. Once done, click on Save Template’ to proceed.
All the required fields needs to be mapped to generate the template. To continue without mapping all the fields, click on "Save without mapping" to generate the template.

Step 5: Save Template

Enter the name of the template and click on "Save Template" to save the template

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Last modified 4mo ago