Integration · Finance and ERP
CSV and Excel — orders from systems with no API
If the system has no API, a file will do. Map the columns of the CSV, TSV or Excel file to Holio's fields once, then import orders as often as you like.
- Direction
- In from a file
- Connection
- Map the columns
Into Workspace
What Workspace takes from CSV and Excel
CSV, TSV and Excel
The files most systems can export.
Map the columns once
The mapping is remembered, so the next file goes straight in.
How CSV and Excel is connected
Pick the system
Under Integrations in Workspace, with the fields CSV and Excel needs.
Map the columns
Upload a file and map its columns to Holio's fields. The mapping is remembered for the next file.
Import as often as you like
Every file becomes orders in the same order list as the other channels.
Finance and ERP
More in the same category
Visma Business NXT
Two-way where the work happens in Workspace
Visma.net Financials
Orders in, tracking number back
Visma Payroll
In — read-only mirror
PowerOffice Go
In through the API
Tripletex
Data in and approved vouchers back
Fiken
In — read-only mirror
Fortnox
In — read-only mirror
Business Central
Orders in, tracking number back
SQL Server
In — read-only mirror
Do you use CSV and Excel?
We show what CSV and Excel looks like in Workspace, in a demo with your own setup.