Solutions
Products
Resources
Company
Partners
Request a demo

Exporting index data 

Your archived documents and their data are priceless. You can also use this information to drive processes like invoice handling. It’s just a matter of exporting the posting data from your stored invoices so that it can be fed into your ERP or accounting system.

Use invoice data from DocuWare for your accounting system

Webpage_Export_infographic__EN

When filing invoices, DocuWare automatically captures relevant data for indexing, which is ultimately used to retrieve documents. For example, this can be vendor name, amount, due date, and even line item details.

You can also export this data and then import it into your accounting system or ERP, where it is especially handy as posting data. In this way, you can generate complete posting records from DocuWare without any additional effort. You also save yourself manual typing and time-consuming error corrections - and unnecessary costs for your company.

Integrate DocuWare via data export

  • Compatible with all accounting and ERP systems
    The exported data can be used with any accounting or ERP system that accepts CSV files as input. The result matches your accounting solution exactly, because DocuWare meets all conventions of the leading systems. Filters are used to select the documents whose data should be exported. You set up the data structure and can then easily also transfer content from table fields – for example, individual posting items – to other systems. To eliminate duplicate exports, an archive index field is updated with the data status after each export, so that you are always on the safe side.
  • Export index data with or without documents
    You can export either documents, index data or both from DocuWare file cabinets, for example to make them available for external systems. Comment layers on the documents can also be included, e. g. cost centers for your tax consultancy.
  • Create dashboards
    Dashboards are a great way to present sales figures in an easy-to-understand way. With DocuWare Export, you can tap into the data you need to populate your dashboards in a structured and targeted way. You simply define what information is needed – for example, the amount or the quantity of line items of your outgoing invoices. You can also automate the export on a time-controlled basis, ideal for weekly or monthly analyses.
digital_click

Convenient

Just start an export with a click, enabling data integration.

time_management

Scheduled

Schedule exports as needed and conveniently integrate data into your processes.

integration

Universal

Import exported data as a CSV file into your accounting program or ERP.

exclamation_mark

Unique

Automatically change data status, preventing duplicate exports.

How to start using DocuWare Export

Cloud

Nearly all export functions are part of every DocuWare Cloud license. Additional license costs are only incurred for very specific application scenarios.

On-premises

lf you use DocuWare as a locally installed system, the export functions are available to you via additional licenses in systems with PROFESSIONAL or ENTERPRISE Server.

Start with a personalized demo
© 2024 DocuWare Europe GmbH