Uploading Your First Excel File
Uploading your first Excel file is the moment when Excel2Invoice really comes to life — it’s where your data turns into invoices or quotes ready to be created and sent through Zoho Books. This short guide will walk you through everything you need to know to make your first upload smooth and successful.
Prepare Your Excel File
Excel2Invoice works with any standard .xlsx file that contains the details needed to generate invoices or quotes.
Before uploading, make sure your spreadsheet includes at least:
-
One row per invoice (or per item, depending on your workflow)
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Column headers in the first row. The mandatory columns are:
Customer name - This needs to pre-exist in Zoho Books and written in exactly the same way
Customer Email - This is going to be the recepient of the invoice/quote
Item name - The product/service that you have in Zoho Books
Item description - the additional text that can be added in each item in Zoho Books
Quantity
Optional columns can be:
- Cc Emails - you can enter additional email recepients (Cc) in the same cell by seperating them with a comma (,)
- Item amount - Use this if you want to bypass your Zoho Books product/services prices
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