Upload your Excel or CSV
Import the billing file that already contains your invoice numbers, customer details, dates, totals, and line-item data.
From spreadsheet rows to finished invoices in four steps.
CSVLink keeps the process simple: bring your invoice data, choose the right invoice mode, connect fields to your template, and export a full invoice batch from the spreadsheet structure you already use.
The invoice automation workflow
Choose the data mode
Tell the invoice tool whether each row is a full invoice or whether multiple rows belong to the same invoice.
Link fields into the template
Drag invoice columns into the canvas so names, dates, totals, and item data are connected to the right placeholders.
Export the full batch
Generate polished invoices from the uploaded data set using the same customized invoice layout for every record.
Choose the invoice mode that matches your spreadsheet
One Row Per Invoice
Use this when every row already contains the full invoice, including customer info and any item columns spread across the same row.
- Best for flat billing exports
- Fastest setup when each row equals one final invoice
- Ideal when line items are already flattened into columns
Grouped Data
Use this when one invoice spans multiple rows and each row represents a separate item, service, or charge connected by an invoice number or order ID.
- Best for itemized invoices
- Great for tables with repeated invoice numbers
- Lets you preview the grouping before you confirm
What gets linked inside the invoice editor
Static template structure
Logo placement, brand colors, header and footer, table layout, typography, spacing, and payment instructions stay fixed.
Dynamic spreadsheet fields
Invoice number, dates, customer details, subtotal, tax, total due, and line items are the parts that update from the imported data.