Secure file-based integrations
Receive supported CSV, XML, JSON or tabular files through configured secure file intake and transform their contents into the intended accounting records.
A structured handoff when the source sends files
Not every business system exposes the right live API. A file-based integration can receive the supported source format and apply explicit parsing and mapping instructions. Define the file layout, row or document identity, currency and target record before scheduling deliveries, so the same file is not interpreted differently each time it arrives.
Separate successful upload from successful accounting
A delivered file is only the start. Follow the transformation result and inspect the created record or exception, particularly for repeated deliveries and incomplete references. FOR:DATA is the direct spreadsheet-import experience; the secure connector is for an agreed ongoing file handoff. Neither is a license to guess missing tax or account information.
What to know before you start
File format, size, structure and configured target rules apply. A secure upload channel does not imply automatic support for every proprietary file or EDI standard.
Practical questions
Can any file be imported without mapping?
No. Agree the parser, required fields and intended target records for the supported format.
Is an uploaded file proof that the invoice exists?
No. Inspect the confirmed accounting output and any rejected or pending records.
Continue the workflow
Commerce and payment integrations
Transform supported commerce, payment and file events into the intended accounting records using configured customer, product, tax and document rules.
Excel and CSV data import
Turn supported spreadsheet rows into accounting records with explicit import instructions, target-document choices and processing outcomes through FOR:DATA.
Sales invoicing
Create customer invoices with products, terms and tax treatment, keep order-linked pricing intact and produce branded documents for customer delivery.