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Nika

Nika + Excel/CSV Integration

Live

Nika exports every approved invoice as a file that opens directly in Microsoft Excel — with vendor, invoice number, dates, line items, tax breakdown, and totals properly columned. The same export also works in Google Sheets, LibreOffice Calc, and any spreadsheet tool. This integration is live and working today.

What this does

When you approve invoices in Nika, they become exportable rows. Click Export and download a file that opens natively in Excel — every field Nika extracted is in its own column: vendor name, invoice number, invoice date, due date, line-item descriptions, quantities, unit prices, tax rates, tax amounts, and grand totals. You can sort, filter, pivot, and build reports immediately. The file is compatible with Excel desktop (Microsoft 365), Excel Online, Google Sheets, and LibreOffice Calc.

Data flow

Approved invoices in Nika → Excel-compatible file download → open in Excel (or Sheets, Calc) → sort, filter, pivot, or import into accounting systems that accept Excel.

Setup

  1. 1

    Process and approve invoices

    Connect your inbox or Google Drive folder, let Nika extract invoices, and approve them in the dashboard. Only approved invoices are included in exports.

  2. 2

    Click Export

    From the dashboard, select a date range or specific invoices and click Export. Choose the Excel format. The file downloads instantly.

  3. 3

    Open in Excel

    Double-click the downloaded file. Excel opens it with every field in its own column — vendor, dates, line items, tax, totals. No manual reformatting needed.

  4. 4

    Build reports or import

    Use Excel’s native tools — PivotTables, filters, conditional formatting — to analyse spend. Or import the file into accounting systems that accept Excel (many do, including via the CSV-compatible format).

Limitations

  • The export is a snapshot — it reflects approved invoices at export time. Changes after export require a re-export.
  • Excel formulas are not pre-built — the file contains raw extracted data. You create your own PivotTables and formulas as needed.
  • Very large exports (1,000+ invoices) produce large files. Excel handles this, but opening and filtering may be slower on older machines.
  • This is a one-way export: Nika does not read back from Excel. If you edit data in Excel, those edits do not sync back to Nika.

Works best with

Any business that lives in spreadsheets — Excel, Google Sheets, or LibreOffice. Ideal for teams that want invoice data in a familiar tool for ad-hoc analysis, reporting, or manual accounting import without setting up an API integration.

Questions

What format is the Excel export in?

The file is an Excel-compatible workbook (.xlsx) with one row per line item and standard columns: Vendor, Invoice Number, Dates, Description, Quantity, Unit Price, Tax, Total, Currency. It opens natively in Excel, Google Sheets, and LibreOffice Calc — no import wizard needed.

Is this different from the CSV export?

The data is the same. The Excel export (.xlsx) preserves column types and formatting better than CSV, which can misinterpret dates or numbers depending on your locale. If you work primarily in Excel, use the Excel format. If you import into accounting software, CSV is often simpler.

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