Connect or upload your invoice data

There are two different ways of handling your invoice data: 

1. You can connect it directly via an integration for automatic upload.
2. You can manually upload it.

1. Use an integration for automatic upload

1. Click on Data and then on Invoice data via the menu on the top.
2. Under Integrations, click on the Manage integrations button.
3. Select your integration by clicking Connect behind the logo, then follow the instructions on the screen for a successful connection.

2. Manually upload your invoices

If you don't use a supported invoice management tool like Stripe, you can upload your invoice data manually in Excel or CSV format.

‍To avoid errors during the upload process, please click here and use our Excel template.

It's required to upload the last 24 months of outgoing invoices to get access to funding from re:cap.

For best results your file should

• Classify each invoice as B2B or B2C
• Includes at least 24 months of invoices
• Includes all invoices, including one‑time revenues and churned customers
• Uses the same Customer ID for the same customer
• Uses unique invoice IDs

Step-by-Step: How to manually upload your invoices

1. Click on Data and then on Invoice data via the menu on the top.
2. Under Receivables files, click on the Upload files button. You once again have the option to download our template, which we recommend using.
3. Click on Browse files to select your Excel or CSV file and upload it.
4. Click on Start converting data.
5. The contents of your file will now be visible. Check if they look right, and then click on Continue. If the contents don’t look good you can change the encoding and/or delimiter of your file.
6. When all the columns are successfully matched, you can click on Continue.
7. Review your data once again the last step, and then click on Confirm.
8. The invoice data will be processed. The status will turn green and indicate that everything is processed once everything is done.

How the upload wizard works

After the file upload, you will see a preview of your uploaded data including the issues that our system detected (if there are any).

1. First step is to map all required column. Usually, this happens automatically. If a column is missing in your original file, e.g. the Customer Type, you can add it as a static column, and give all fields the same input (in this example e.g. "B2B").

2. Then, you can fix the issues inside of columns or fields. You can filter the warnings by clicking on the filter button in a column.

3. You can edit your data by clicking inside a field.

4. Finish the upload once the upper message bar turns gray or green.