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Nika

Nika + CSV Export

Live

CSV export is Nika’s most flexible integration: every approved invoice exports as a structured CSV with vendor, invoice number, dates, line items, tax, and totals. Import it into QuickBooks, Xero, Sage, FreeAgent, or any system that accepts CSV. It is live and working today — no API keys, no waiting list.

What this does

When you approve invoices in Nika, they become exportable rows. Click Export and download a CSV with every field Nika extracted: vendor name, invoice number, invoice date, due date, each line item (description, quantity, unit price, amount), tax rate, tax amount, and grand total. The CSV is formatted to be universally importable — it works with virtually every accounting and spreadsheet tool.

Data flow

Approved invoices in Nika → CSV file download → import into any accounting system (QuickBooks, Xero, Sage, FreeAgent, Google Sheets, Excel) or custom workflow.

Setup

  1. 1

    Process and approve invoices

    Connect your inbox, let Nika extract invoices, and approve them in your dashboard. Only approved invoices are included in exports.

  2. 2

    Click Export

    From your Nika dashboard, select a date range or specific invoices and click Export. The CSV downloads instantly.

  3. 3

    Import into your accounting system

    Upload the CSV into QuickBooks (Bills import), Xero (Bill import), Sage, FreeAgent, or any tool with CSV import. Map columns once — most systems remember the mapping.

  4. 4

    Repeat as needed

    Export weekly, monthly, or per batch. The CSV format is consistent every time, so your import workflow stays the same.

Limitations

  • CSV is a snapshot, not a live sync — it reflects approved invoices at the moment of export. Changes after export are not reflected until the next export.
  • Column mapping to your accounting system’s chart of accounts is set up once during first import. Nika does not push updates to that mapping automatically.
  • No line-item-level matching to existing inventory or expense categories in your accounting system — the CSV carries the raw invoice data; categorisation happens at import.
  • Large batches (500+ invoices) produce large CSV files. Most accounting systems handle this fine, but very large imports may need splitting.

Works best with

Any business that wants full control over how invoice data enters their accounting system. Ideal if you use an accounting tool without a Nika API integration yet, or if you prefer a manual review-and-import workflow over automated syncing.

Questions

What format is the CSV in?

Standard CSV with headers: Vendor, Invoice Number, Invoice Date, Due Date, Description, Quantity, Unit Price, Line Amount, Tax Rate, Tax Amount, Total, Currency. It is designed to map cleanly to QuickBooks, Xero, Sage, and spreadsheet tools.

Can I export line items separately from summary data?

The standard export includes both line-item detail and invoice-level totals in the same file. If you need a line-items-only format or a custom column arrangement, contact us — we can adjust the export template.

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