Quotes and Invoices can be exported to Excel and CSV formats, as well as complete JSON objects when accessed via the Sonderplan REST API.

The tables below describes the output columns available in each of the export formats.

Quotes

CSV File

To generate a comma seperated values (CSV) file, on the Sales -> Quotes page, click the -> Export -> CSV File button.

Generated onLocal Browser
Maximum Results250

Columns

The following columns may be selected via the menu.

IdCurrencyNumberClientReferenceDate IssuedExpiry DateProjectStatusSub TotalDiscount TotalBuy TotalNet TotalTax TotalTotalThemeCreated DateCreated ByUpdated DateUpdated By
43578AUDINV-1VW Australia9238423Tu, 15 Apr 2025Tu, 29 Apr 2025ID Buzz Australia Launch [WV-1292]SubmittedA$3,475.00A$0.00A$1,600.00A$3,475.00A$0.00A$3,475.00Default20:25 Tu, 15 Apr 2025Tim Mohr20:25 Tu, 15 Apr 2025Tim Mohr

Excel Spreadsheet

To generate an Excel Spreadsheet file, on the Sales -> Quotes page, click the -> Export -> Excel Spreadsheet button.

Generated onServer
Maximum Results10,000

Standard Template Columns

The following columns are output when the Standard excel template is selected.

QuoteNumberReferenceStatusDateExpiryDateTotalTaxTotalSubTotalDiscountTotalNetTotalCurrencyClientNameClientEmail1ClientEmail2ClientEmail3ClientPhone1ClientPhone2ClientPhone3ClientAddressLine1ClientAddressLine2ClientAddressLine3ClientAddressCityClientAddressStateClientAddressPostCodeClientAddressCountryClientWebsiteClientNotesContactNameContactEmail1ContactEmail2ContactEmail3ContactPhone1ContactPhone2ContactPhone3ContactAddressLine1ContactAddressLine2ContactAddressLine3ContactAddressCityContactAddressStateContactAddressPostCodeContactAddressCountryContactWebsiteContactNotesProjectNameProjectCodeProjectDescriptionProjectStatusItemGroupNameItemGroupDescriptionItemUUIDItemRateSchemeIdItemTextItemDescriptionItemQuantityItemUnitItemUnitAmountItemUnitBuyAmountItemDiscountItemLineAmountItemTaxAmountItemBookingIdTerms
QU-1Submitted2025-04-15T00:00:00+10:002025-04-29T23:59:59+10:0034750AUDVW AustraliaIDBuzz Australia LaunchVW-1292In ProgressOfflineThursday, 17 Apr 2025 - Friday, 18 Apr 2025r234052932Edit 12daily50000.00%10001940070

Extended Template Columns

The extended template includes expanded data about the quote and related models, including custom fields related to the client, project and bookings.

Currently only single quotes can be exported using the Extended template

Invoices

CSV File

To generate a comma seperated values (CSV) file, on the Sales -> Invoices page, click the -> Export -> CSV File button.

Generated onLocal Browser
Maximum Results250

Columns

The following columns may be selected via the menu.

IdCurrencyNumberClientReferenceDate IssuedDue DateProjectStatusSub TotalDiscount TotalBuy TotalNet TotalTax TotalTotalThemeCreated DateCreated ByUpdated DateUpdated By
43578AUDINV-1VW Australia9238423Tu, 15 Apr 2025Tu, 29 Apr 2025ID Buzz Australia Launch [WV-1292]SubmittedA$3,475.00A$0.00A$1,600.00A$3,475.00A$0.00A$3,475.00Default20:25 Tu, 15 Apr 2025Tim Mohr20:25 Tu, 15 Apr 2025Tim Mohr

Excel Spreadsheet

To generate an Excel Spreadsheet file, on the Sales -> Invoices page, click the -> Export -> Excel Spreadsheet button.

Generated onServer
Maximum Results10,000

Standard Template Columns

The following columns are output when the Standard excel template is selected.

InvoiceNumberReferenceStatusDateDueDateTotalTaxTotalSubTotalDiscountTotalNetTotalCurrencyClientNameClientEmail1ClientEmail2ClientEmail3ClientPhone1ClientPhone2ClientPhone3ClientAddressLine1ClientAddressLine2ClientAddressLine3ClientAddressCityClientAddressStateClientAddressPostCodeClientAddressCountryClientWebsiteClientNotesContactNameContactEmail1ContactEmail2ContactEmail3ContactPhone1ContactPhone2ContactPhone3ContactAddressLine1ContactAddressLine2ContactAddressLine3ContactAddressCityContactAddressStateContactAddressPostCodeContactAddressCountryContactWebsiteContactNotesProjectNameProjectCodeProjectDescriptionProjectStatusItemGroupNameItemGroupDescriptionItemUUIDItemRateSchemeIdItemTextItemDescriptionItemQuantityItemUnitItemUnitAmountItemUnitBuyAmountItemDiscountItemLineAmountItemTaxAmountItemBookingIdTerms
INV-1Submitted2025-04-15T00:00:00+10:002025-04-29T23:59:59+10:0034750AUDVW AustraliaIDBuzz Australia LaunchVW-1292In ProgressOfflineThursday, 17 Apr 2025 - Friday, 18 Apr 2025r234052932Edit 12daily50000.00%10001940070

Extended Template Columns

The extended template includes expanded data about the invoice and related models, including custom fields related to the client, project and bookings.

Currently only single invoices can be exported using the Extended template

Xero Manual Import

This Excel file can be used to manually import invoices created in Sonderplan to Xero.

Before importing the file into Xero

  • Enter the relevant account code in AccountCode as it displays in the chart of accounts.
  • Enter the tax rate display name in TaxType as it displays in tax settings, eg GST on Income
  • Google “Xero Import Customer Invoices” to find the official Xero help documentation on importing invoices
To automatically sync invoices between Sonderplan and Xero, you can create an integration with our Zapier connector.