Integration Data

Knowledge Base
Integrate with Xero:Receipt Bot extracts data from Invoices, Receipts, Credits Notes, and Bank Statements.

Integrate with QuickBooks Online:ntegrating your Receipt bot account with a QuickBooks Online

Previous Next

Integration Data

Here you provide basic accounting information for the entity
Please select record(s).
Import Supplier

Here you can import suppliers from other software without integration

Only 14 new suppliers will be imported

Row 2, 3, 4 has incorrect data; please correct them to continue

Following are steps that you can follow to import your suppliers to Receipt-Bot;

Step 1: download this Suppliers template

This file includes columns for data that you can import to Receipt-Bot.

Download Supplier Import Template

Step 2: Copy your suppliers in the template file

Export suppliers from your accounting software in a spreadsheet format & copy to the revelnt columns in the CSV template. Please do not change the column headers.

Step3: Import the updated template
Select the file to import using browse button and then press import

NOTE:

Upload file must be in .CSV format.
Import Category

Here you can import category from other software without integration

Only 14 new category will be imported

Row 2, 3, 4 has incorrect data; please correct them to continue

Archive Existing Categories

Following are steps that you can follow to import your category to Receipt-Bot;

Step 1: Download this category template

This file includes columns for data that you can import to Receipt-Bot.

Download Category Import Template

Step 2: Copy your category in the template file

Export category from your accounting software in a spreadsheet format & copy to the revelnt columns in the CSV template. Please do not change the column headers.

Step3: Import the updated template
Select the file to import using browse button and then press import

NOTE:

Upload file must be in .CSV format.
Payment Methods

Here you can import payment methods from other software without integration

Only 14 new category will be imported

Row 2, 3, 4 has incorrect data; please correct them to continue

Following are steps that you can follow to import your category to Receipt-Bot;

Step 1: Download this payment methods template

This file includes columns for data that you can import to Receipt-Bot.

Download payment methods Import Template

Step 2: Copy your payment methods in the template file

Export payment methods from your accounting software in a spreadsheet format & copy to the revelnt columns in the CSV template. Please do not change the column headers.

Step3: Import the updated template
Select the file to import using browse button and then press import

NOTE:

Upload file must be in .CSV format.
VAT Rates

Here you can import VAT rates from other software without integration

Only 14 new category will be imported

Row 2, 3, 4 has incorrect data; please correct them to continue

Following are steps that you can follow to import your category to Receipt-Bot;

Step 1: Download this VAT Rates template

This file includes columns for data that you can import to Receipt-Bot.

Download VAT rates Import Template

Step 2: Copy your payment VAT Rates in the template file

Export VAT rates from your accounting software in a spreadsheet format & copy to the revelnt columns in the CSV template. Please do not change the column headers.

Step3: Import the updated template
Select the file to import using browse button and then press import

NOTE:

Upload file must be in .CSV format.

Note: As Receipt Bot is now integrated with an external accounting software, the following data is be imported from you accounting software and cannot be created in Receipt Bot: Expense Categories, Payment Methods and VAT rates. To import updated records from your accounting software,, please press the "Sync" button below.

Accounting Software
Last Sync Date/Time	[Date/Time]
Connected Business	Test Receipt Bot Entity
Status	Temporarily Disconnected
Auto-Export		Auto-Export Disabled.
Export Document as		Export Document as Draft.

Supplier Name	Default Category	Default Payment Method	Status
TRANS GLOBAL FREIGHT MANAGEMENT LTD			Active
TRANS GLOBAL FREIGHT MANAGEMENT LTD			Active
TRANS GLOBAL FREIGHT MANAGEMENT LTD			Active
TRANS GLOBAL FREIGHT MANAGEMENT LTD			Active
TRANS GLOBAL FREIGHT MANAGEMENT LTD			Active
TRANS GLOBAL FREIGHT MANAGEMENT LTD			Active

Page Size

Account Code	Category Name	Account Type	Status	Account Code	Category Name	Account Type	Status	Account Code	Category Name	Account Type	Status	Account Code	Category Name	Account Type	Status	Account Code	Category Name	Account Type	Status	Account Code	Category Name	Account Type	Status
1001	Utilities Expenses	Expenses	Active	1001	Utilities Expenses	Expenses	Active	1001	Utilities Expenses	Expenses	Active	1001	Utilities Expenses	Expenses	Active	1001	Utilities Expenses	Expenses	Active	1001	Utilities Expenses	Expenses	Active
1001	Utilities Expenses	Expenses	Active	1001	Utilities Expenses	Expenses	Active	1001	Utilities Expenses	Expenses	Active	1001	Utilities Expenses	Expenses	Active	1001	Utilities Expenses	Expenses	Active	1001	Utilities Expenses	Expenses	Active
1001	Utilities Expenses	Expenses	Active	1001	Utilities Expenses	Expenses	Active	1001	Utilities Expenses	Expenses	Active	1001	Utilities Expenses	Expenses	Active	1001	Utilities Expenses	Expenses	Active	1001	Utilities Expenses	Expenses	Active
1001	Utilities Expenses	Expenses	Active	1001	Utilities Expenses	Expenses	Active	1001	Utilities Expenses	Expenses	Active	1001	Utilities Expenses	Expenses	Active	1001	Utilities Expenses	Expenses	Active	1001	Utilities Expenses	Expenses	Active
1001	Utilities Expenses	Expenses	Active	1001	Utilities Expenses	Expenses	Active	1001	Utilities Expenses	Expenses	Active	1001	Utilities Expenses	Expenses	Active	1001	Utilities Expenses	Expenses	Active	1001	Utilities Expenses	Expenses	Active
1001	Utilities Expenses	Expenses	Active	1001	Utilities Expenses	Expenses	Active	1001	Utilities Expenses	Expenses	Active	1001	Utilities Expenses	Expenses	Active	1001	Utilities Expenses	Expenses	Active	1001	Utilities Expenses	Expenses	Active
1001	Utilities Expenses	Expenses	Active	1001	Utilities Expenses	Expenses	Active	1001	Utilities Expenses	Expenses	Active	1001	Utilities Expenses	Expenses	Active	1001	Utilities Expenses	Expenses	Active	1001	Utilities Expenses	Expenses	Active
1001	Utilities Expenses	Expenses	Active	1001	Utilities Expenses	Expenses	Active	1001	Utilities Expenses	Expenses	Active	1001	Utilities Expenses	Expenses	Active	1001	Utilities Expenses	Expenses	Active	1001	Utilities Expenses	Expenses	Active
1001	Utilities Expenses	Expenses	Active	1001	Utilities Expenses	Expenses	Active	1001	Utilities Expenses	Expenses	Active	1001	Utilities Expenses	Expenses	Active	1001	Utilities Expenses	Expenses	Active	1001	Utilities Expenses	Expenses	Active
1001	Utilities Expenses	Expenses	Active	1001	Utilities Expenses	Expenses	Active	1001	Utilities Expenses	Expenses	Active	1001	Utilities Expenses	Expenses	Active	1001	Utilities Expenses	Expenses	Active	1001	Utilities Expenses	Expenses	Active
1001	Utilities Expenses	Expenses	Active	1001	Utilities Expenses	Expenses	Active	1001	Utilities Expenses	Expenses	Active	1001	Utilities Expenses	Expenses	Active	1001	Utilities Expenses	Expenses	Active	1001	Utilities Expenses	Expenses	Active
1001	Utilities Expenses	Expenses	Active	1001	Utilities Expenses	Expenses	Active	1001	Utilities Expenses	Expenses	Active	1001	Utilities Expenses	Expenses	Active	1001	Utilities Expenses	Expenses	Active	1001	Utilities Expenses	Expenses	Active
1001	Utilities Expenses	Expenses	Active	1001	Utilities Expenses	Expenses	Active	1001	Utilities Expenses	Expenses	Active	1001	Utilities Expenses	Expenses	Active	1001	Utilities Expenses	Expenses	Active	1001	Utilities Expenses	Expenses	Active
1001	Utilities Expenses	Expenses	Active	1001	Utilities Expenses	Expenses	Active	1001	Utilities Expenses	Expenses	Active	1001	Utilities Expenses	Expenses	Active	1001	Utilities Expenses	Expenses	Active	1001	Utilities Expenses	Expenses	Active
1001	Utilities Expenses	Expenses	Active	1001	Utilities Expenses	Expenses	Active	1001	Utilities Expenses	Expenses	Active	1001	Utilities Expenses	Expenses	Active	1001	Utilities Expenses	Expenses	Active	1001	Utilities Expenses	Expenses	Active
1001	Utilities Expenses	Expenses	Active	1001	Utilities Expenses	Expenses	Active	1001	Utilities Expenses	Expenses	Active	1001	Utilities Expenses	Expenses	Active	1001	Utilities Expenses	Expenses	Active	1001	Utilities Expenses	Expenses	Active
1001	Utilities Expenses	Expenses	Active	1001	Utilities Expenses	Expenses	Active	1001	Utilities Expenses	Expenses	Active	1001	Utilities Expenses	Expenses	Active	1001	Utilities Expenses	Expenses	Active	1001	Utilities Expenses	Expenses	Active
1001	Utilities Expenses	Expenses	Active	1001	Utilities Expenses	Expenses	Active	1001	Utilities Expenses	Expenses	Active	1001	Utilities Expenses	Expenses	Active	1001	Utilities Expenses	Expenses	Active	1001	Utilities Expenses	Expenses	Active
1001	Utilities Expenses	Expenses	Active	1001	Utilities Expenses	Expenses	Active	1001	Utilities Expenses	Expenses	Active	1001	Utilities Expenses	Expenses	Active	1001	Utilities Expenses	Expenses	Active	1001	Utilities Expenses	Expenses	Active
1001	Utilities Expenses	Expenses	Active	1001	Utilities Expenses	Expenses	Active	1001	Utilities Expenses	Expenses	Active	1001	Utilities Expenses	Expenses	Active	1001	Utilities Expenses	Expenses	Active	1001	Utilities Expenses	Expenses	Active

Account Code	Category Name	Account Type	Status	Account Code	Category Name	Account Type	Status
1001	Utilities Expenses	Expenses	Active	1001	Utilities Expenses	Expenses	Active
1001	Utilities Expenses	Expenses	Active	1001	Utilities Expenses	Expenses	Active
1001	Utilities Expenses	Expenses	Active	1001	Utilities Expenses	Expenses	Active
1001	Utilities Expenses	Expenses	Active	1001	Utilities Expenses	Expenses	Active
1001	Utilities Expenses	Expenses	Active	1001	Utilities Expenses	Expenses	Active
1001	Utilities Expenses	Expenses	Active	1001	Utilities Expenses	Expenses	Active
1001	Utilities Expenses	Expenses	Active	1001	Utilities Expenses	Expenses	Active
1001	Utilities Expenses	Expenses	Active	1001	Utilities Expenses	Expenses	Active
1001	Utilities Expenses	Expenses	Active	1001	Utilities Expenses	Expenses	Active
1001	Utilities Expenses	Expenses	Active	1001	Utilities Expenses	Expenses	Active
1001	Utilities Expenses	Expenses	Active	1001	Utilities Expenses	Expenses	Active
1001	Utilities Expenses	Expenses	Active	1001	Utilities Expenses	Expenses	Active
1001	Utilities Expenses	Expenses	Active	1001	Utilities Expenses	Expenses	Active
1001	Utilities Expenses	Expenses	Active	1001	Utilities Expenses	Expenses	Active
1001	Utilities Expenses	Expenses	Active	1001	Utilities Expenses	Expenses	Active
1001	Utilities Expenses	Expenses	Active	1001	Utilities Expenses	Expenses	Active
1001	Utilities Expenses	Expenses	Active	1001	Utilities Expenses	Expenses	Active
1001	Utilities Expenses	Expenses	Active	1001	Utilities Expenses	Expenses	Active
1001	Utilities Expenses	Expenses	Active	1001	Utilities Expenses	Expenses	Active
1001	Utilities Expenses	Expenses	Active	1001	Utilities Expenses	Expenses	Active

Display Name	Bank Name	Payment Type	Last 4 Digits	Status
UBL Card (0003)	United Bank Limited	Bank	0003	Active
MBNA Business Account	MBNA	Bank	1234	Active
UBL Card (0003)	United Bank Limited	Bank	0003	Active
MBNA Business Account	MBNA	Bank	1234	Active
UBL Card (0003)	United Bank Limited	Bank	0003	Active
MBNA Business Account	MBNA	Bank	1234	Active
UBL Card (0003)	United Bank Limited	Bank	0003	Active
MBNA Business Account	MBNA	Bank	1234	Active
UBL Card (0003)	United Bank Limited	Bank	0003	Active
MBNA Business Account	MBNA	Bank	1234	Active
UBL Card (0003)	United Bank Limited	Bank	0003	Active
MBNA Business Account	MBNA	Bank	1234	Active
UBL Card (0003)	United Bank Limited	Bank	0003	Active
MBNA Business Account	MBNA	Bank	1234	Active
UBL Card (0003)	United Bank Limited	Bank	0003	Active
MBNA Business Account	MBNA	Bank	1234	Active
UBL Card (0003)	United Bank Limited	Bank	0003	Active
MBNA Business Account	MBNA	Bank	1234	Active
UBL Card (0003)	United Bank Limited	Bank	0003	Active
MBNA Business Account	MBNA	Bank	1234	Active

VAT/GST Status

VAT Scheme

VAT Registration Number

VAT Period

Vat Registered

VAT Scheme

VAT Registration Number

VAT Period

VAT Name	VAT Percentge
5% VAT on Expenses	5%
15% VAT on Expenses	15%
20% VAT on Expenses	20%
5% VAT on Expenses	5%
15% VAT on Expenses	15%
20% VAT on Expenses	20%
5% VAT on Expenses	5%
15% VAT on Expenses	15%
20% VAT on Expenses	20%
5% VAT on Expenses	5%
15% VAT on Expenses	15%
20% VAT on Expenses	20%
5% VAT on Expenses	5%
15% VAT on Expenses	15%
20% VAT on Expenses	20%
5% VAT on Expenses	5%
15% VAT on Expenses	15%
20% VAT on Expenses	20%
5% VAT on Expenses	5%
15% VAT on Expenses	15%
20% VAT on Expenses	20%
5% VAT on Expenses	5%
15% VAT on Expenses	15%
20% VAT on Expenses	20%
5% VAT on Expenses	5%
15% VAT on Expenses	15%
20% VAT on Expenses	20%
5% VAT on Expenses	5%
15% VAT on Expenses	15%
20% VAT on Expenses	20%

S.No	Archived Suppliers	Active Suppliers
1	Berg Builders Inc
2	Eagles Den
3	Bromsgrove Van Hire
4	Delice de France

S.No	Archived Categories	Active Categories
1	Berg Builders Inc
2	Eagles Den
3	Bromsgrove Van Hire
4	Delice de France

S.No	Archived Payment Method	Active Payment Method
1	Berg Builders Inc
2	Eagles Den
3	Bromsgrove Van Hire
4	Delice de France

S.No	Archived VAT Rates	Active VAT Rates
1	Berg Builders Inc
2	Eagles Den
3	Bromsgrove Van Hire
4	Delice de France

Excelsious

Integration Data

Import Supplier

Import Category

Payment Methods

VAT Rates

Supplier Profile

Old Integration Data Replacement Wizard

Supplier Profile

Expense Categories

Expense Categories

Payment Methods

Payment Methods

VAT Rates

Excelsious

Integration Data

Import Supplier

Step 1: download this Suppliers template

Step 2: Copy your suppliers in the template file

Step3: Import the updated template

Import Category

Step 1: Download this category template

Step 2: Copy your category in the template file

Step3: Import the updated template

Payment Methods

Step 1: Download this payment methods template

Step 2: Copy your payment methods in the template file

Step3: Import the updated template

VAT Rates

Step 1: Download this VAT Rates template

Step 2: Copy your payment VAT Rates in the template file

Step3: Import the updated template

Import Expense Categories

Old Integration Data Replacement Wizard