One invoice per file (column names)

Use this shape when the sender exports one invoice per file and includes a header row naming the columns. This is the simplest CSV shape and the easiest to author from scratch — every field is referenced by its column name, so mappings survive small column-order changes.

Config item ID

generic-csv-one-invoice-column-names

Pick this in the admin portal when creating a customer file format from a global template, or select the same config item ID via the API.

Parse settings

{ "delimiter": ",", "columns": true }

Row layout

Row 1 is the header row (column names). Row 2 is the invoice's header-level record (invoice number, dates, party, addresses, payment, totals). Rows 3+ are line items; header-level cells on those rows are left blank.

Loops

invoice loop  ← recordType: header, condition: rowIndex eq 1
line loop     ← recordType: line,   condition: rowIndex gt 1

Fields

One record schema. Row 1 uses the header fields; rows 2+ use the line fields (all other columns blank).

Column	Field	Type	Description
`InvoiceNumber`	`header.invoice_number`	text	Sender-issued invoice number.
`InvoiceDate`	`header.invoice_date`	date	Date the invoice was issued.
`DueDate`	`header.due_date`	date	Date the full amount is due.
`DeliveryDate`	`header.delivery_date`	date	Date the goods or services were delivered.
`Currency`	`header.currency_code`	text	ISO 4217 currency code (USD, EUR, GBP, …).
`PurchaseOrder`	`header.order_number_1`	text	Buyer purchase order number.
`ContractNumber`	`header.contract_number`	text	Master or framework contract reference.
`CustomerTaxId`	`header.customer_tax_id`	text	Buyer VAT / tax registration number.
`NetAmount`	`header.net_amount`	number	Invoice-level net (pre-tax) total.
`TaxAmount`	`header.tax_amount`	number	Invoice-level total tax.
`GrossAmount`	`header.gross_amount`	number	Invoice-level total gross (net + tax).
`SupplierName`	`sender.supplier_name`	text	Supplier / vendor legal name.
`SupplierTaxId`	`sender.supplier_tax_id`	text	Supplier VAT / tax registration number.
`CustomerName`	`receiver.customer_name`	text	Buyer / customer legal name.
`BillToName`	`bill_to.address_name`	text	Bill-to party name or department.
`BillToStreet`	`bill_to.street`	text	Bill-to street address.
`BillToCity`	`bill_to.city`	text	Bill-to city.
`BillToPostalCode`	`bill_to.postal_code`	text	Bill-to postal / ZIP code.
`BillToState`	`bill_to.state`	text	Bill-to state or region.
`BillToCountry`	`bill_to.country`	text	Bill-to country (ISO 3166-1 alpha-2).
`ShipToName`	`ship_to.address_name`	text	Ship-to party name or department.
`ShipToStreet`	`ship_to.street`	text	Ship-to street address.
`ShipToCity`	`ship_to.city`	text	Ship-to city.
`ShipToPostalCode`	`ship_to.postal_code`	text	Ship-to postal / ZIP code.
`ShipToState`	`ship_to.state`	text	Ship-to state or region.
`ShipToCountry`	`ship_to.country`	text	Ship-to country (ISO 3166-1 alpha-2).
`PaymentReference`	`payment.reference_number`	text	Payment reference the buyer should quote when remitting.
`BankAccount`	`payment.bank_account`	text	Supplier bank account (IBAN or local format).
`BankName`	`payment.bank_name`	text	Supplier bank name.
`PaymentMethod`	`payment.payment_method`	text	Preferred payment method (ACH, wire, cheque, …).
`ProductCode`	`line.product_code_1`	text	Supplier product / SKU code.
`ProductName`	`line.product_name`	text	Product or service description.
`Quantity`	`line.quantity`	number	Line quantity.
`UnitPrice`	`line.unit_price`	number	Price per unit.
`UnitOfMeasure`	`line.unit_of_measure`	text	Unit of measure (EA, BX, KG, …).
`LineNetAmount`	`line.net_amount`	number	Line net (pre-tax) amount.
`LineTaxRate`	`line.tax_rate`	number	Line tax rate as a percentage.
`LineTaxAmount`	`line.tax_amount`	number	Line tax amount.
`LineGrossAmount`	`line.gross_amount`	number	Line gross amount (net + tax).

Sample file

Download generic-csv-one-invoice-column-names.csv

InvoiceNumber,InvoiceDate,DueDate,DeliveryDate,Currency,PurchaseOrder,ContractNumber,CustomerTaxId,NetAmount,TaxAmount,GrossAmount,SupplierName,SupplierTaxId,CustomerName,BillToName,BillToStreet,BillToCity,BillToPostalCode,BillToState,BillToCountry,ShipToName,ShipToStreet,ShipToCity,ShipToPostalCode,ShipToState,ShipToCountry,PaymentReference,BankAccount,BankName,PaymentMethod,ProductCode,ProductName,Quantity,UnitPrice,UnitOfMeasure,LineNetAmount,LineTaxRate,LineTaxAmount,LineGrossAmount
INV-2025-0042,2026-07-15,2026-08-14,2026-07-12,USD,PO-88190,MSA-2024-11,US-849201,1250.00,112.50,1362.50,Northwind Manufacturing LLC,US-441290,Contoso Retail Group,Contoso Accounts Payable,"450 Market Street, Suite 200",San Francisco,94105,CA,US,Contoso Distribution Center,901 Airport Way,Reno,89502,NV,US,INV-2025-0042,US1234567890,First National Bank,ACH,,,,,,,,,
,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,SKU-4471,Stainless Bolt M6 x 20 (box of 100),5,85.00,BX,425.00,9.00,38.25,463.25
,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,SKU-4472,Stainless Nut M6 (box of 200),3,55.00,BX,165.00,9.00,14.85,179.85
,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,SKU-9013,Vibration Damper Kit,2,330.00,EA,660.00,9.00,59.40,719.40

Expected extraction

Running the sample through this shape's seed extracts 1 invoice with fully populated header, sender, receiver, bill-to, ship-to, payment, and line records. Totals, dates, and identifiers round-trip without loss.

Config item ID​

Parse settings​

Row layout​

Loops​

Fields​

Sample file​

Expected extraction​