Agilec

ServicesSystem IntegrationExcel / CSV / Batch Data Import

Data Movement

Excel / CSV / Batch Data Import

The challenge

External systems provide transaction or master-data files that need to become accounting records — without repeated manual re-entry and without losing the link back to the source file.

What we build

We import Excel, CSV, header-detail, client, payment, invoice, credit-note or batch files after validation and mapping — staging the data, matching debtors / creditors / items, applying approval, then posting.

Business value

Reduces manual entry, improves import accuracy, and preserves source-file traceability.

In practice

Typical steps: file selection, staging, debtor / creditor / item matching, validation, document creation, approval, and posting.

ExcelCSVImportBatchMapping
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