Bulk Import

The standard Self-Service document lists provide an action labelled Import From Excel. The upload screen accepts CSV and TXT files and provides a CSV template. An .xlsx workbook is not accepted directly by that screen.

Bulk import is confirmed for sale invoices, credit notes, debit notes, and refund notes. Self-billed bulk-import availability can differ by deployed release. Confirm that the action opens a CSV/TXT upload screen before preparing a self-billed batch; contact AECloud Support if it does not.

Before importing

  • Download the current CSV template from the selected document import screen.
  • Confirm that the template and file format match the selected document type.
  • Do not rename required columns.
  • Use valid merchant master-data values and reference codes.
  • Check dates, decimal values, quantities, tax information, customer or supplier identifiers, and document numbers.
  • Remove passwords, API secrets, and unrelated personal information from the file.
  • Save spreadsheet-prepared data as CSV or TXT before uploading it.

Import a file

  1. Open the required Self-Service document list.
  2. Select Import From Excel.
  3. Select the CSV or TXT file prepared from the template.
  4. Select the customer identifier used by the file when the screen requests it.
  5. Select Validate Data.
  6. Review the preview and validation result. Correct invalid rows in the source file.
  7. Select Import Now only after the validation result is acceptable.
  8. Monitor the imported result and the matching Self-Service document list.
  9. Continue monitoring eligible uploaded documents in LHDN Submission.

Depending on each row's LHDN submission choice and the merchant's preferred-submission configuration, eligible imported documents can be queued for background upload during Import Now. Do not assume that every imported row remains an editable draft waiting for a separate manual submission.

Use Clear & Start Over to discard the current import session before uploading a corrected file. Processing time depends on the number of documents, and the page may report that upload is continuing in the background.

An imported record is not proof that the document has been accepted by LHDN. Monitor submission status separately.