Import spreadsheet data
Use an Excel or CSV file that already contains invoice numbers, customer fields, dates, totals, taxes, and line-item columns.
CSVLink is built for teams that already have invoice data in a spreadsheet and need a faster way to turn that data into clean, branded invoice PDFs. Import your Excel or CSV, use your own invoice layout or a one-page PDF template, map the fields once, and export a full batch in one run.
Most teams are not looking for a generic invoice app. They usually need one or more of these practical outcomes: use spreadsheet data they already have, keep their own invoice design, handle itemized invoices, and export a lot of PDFs without rebuilding each invoice by hand.
Use an Excel or CSV file that already contains invoice numbers, customer fields, dates, totals, taxes, and line-item columns.
Start with a blank design or import a one-page PDF invoice template so the output still matches the brand and layout you already use.
Choose grouped data when one invoice spans multiple rows, so repeated line items still produce one final invoice instead of separate files.
Once the links are in place, generate invoice PDFs from the full data set instead of editing one document at a time.
Bring in the file that already contains the invoice fields. CSVLink reads the headers so you can work directly with the column names your team already understands.
Build from scratch or import a one-page PDF invoice template, then place dynamic invoice fields on top of that layout.
If every row is a full invoice, use one-row mode. If one invoice spans several rows, choose grouped mode and group by invoice number or order ID.
Place invoice number, dates, customer details, totals, and line-item placeholders wherever they belong in the design.
Make sure the template reads clearly before export. This is where spacing, typography, and section placement get finalized.
Generate PDF invoices from the imported dataset instead of manually editing each invoice file one by one.
Yes. CSVLink is designed for Excel and CSV invoice workflows where the billing data already exists in a spreadsheet and needs to be turned into finished invoice PDFs.
Yes. The invoice tool can import a one-page PDF template so you can place linked invoice fields directly on top of the PDF layout.
Yes. Grouped invoice mode is specifically for itemized invoice data where several rows belong to the same invoice number.
No. The whole point of the workflow is to reuse the same invoice template across a full spreadsheet so you can export invoice PDFs in batch.
No. The workflow is visual: import the spreadsheet, choose the invoice mode, drag fields into position, and export.
You will get the best results when the spreadsheet has one clear header row, stable invoice identifiers, and consistent columns for totals, dates, and customer information.
If your real problem is not “how do I make an invoice?” but “how do I turn this spreadsheet into a lot of invoices without rebuilding the same layout every time?”, that is the workflow this page is meant to solve.