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
Generated on Local Browser Maximum Results 250
Columns The following columns may be selected via the
Id Currency Number Client Reference Date Issued Expiry Date Project Status Sub Total Discount Total Buy Total Net Total Tax Total Total Theme Created Date Created By Updated Date Updated By 43578 AUD INV-1 VW Australia 9238423 Tu, 15 Apr 2025 Tu, 29 Apr 2025 ID Buzz Australia Launch [WV-1292] Submitted A$3,475.00 A$0.00 A$1,600.00 A$3,475.00 A$0.00 A$3,475.00 Default 20:25 Tu, 15 Apr 2025 Tim Mohr 20:25 Tu, 15 Apr 2025 Tim Mohr
Excel Spreadsheet To generate an Excel Spreadsheet file, on the Sales -> Quotes page, click the
Generated on Server Maximum Results 10,000
Standard Template Columns The following columns are output when the Standard excel template is selected.
QuoteNumber Reference Status Date ExpiryDate Total TaxTotal SubTotal DiscountTotal NetTotal Currency ClientName ClientEmail1 ClientEmail2 ClientEmail3 ClientPhone1 ClientPhone2 ClientPhone3 ClientAddressLine1 ClientAddressLine2 ClientAddressLine3 ClientAddressCity ClientAddressState ClientAddressPostCode ClientAddressCountry ClientWebsite ClientNotes ContactName ContactEmail1 ContactEmail2 ContactEmail3 ContactPhone1 ContactPhone2 ContactPhone3 ContactAddressLine1 ContactAddressLine2 ContactAddressLine3 ContactAddressCity ContactAddressState ContactAddressPostCode ContactAddressCountry ContactWebsite ContactNotes ProjectName ProjectCode ProjectDescription ProjectStatus ItemGroupName ItemGroupDescription ItemUUID ItemRateSchemeId ItemText ItemDescription ItemQuantity ItemUnit ItemUnitAmount ItemUnitBuyAmount ItemDiscount ItemLineAmount ItemTaxAmount ItemBookingId Terms QU-1 Submitted 2025-04-15T00:00:00+10:00 2025-04-29T23:59:59+10:00 3475 0 AUD VW Australia IDBuzz Australia Launch VW-1292 In Progress Offline Thursday, 17 Apr 2025 - Friday, 18 Apr 2025 r23405 2932 Edit 1 2 daily 500 0 0.00% 1000 1940070
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
Generated on Local Browser Maximum Results 250
Columns The following columns may be selected via the
Id Currency Number Client Reference Date Issued Due Date Project Status Sub Total Discount Total Buy Total Net Total Tax Total Total Theme Created Date Created By Updated Date Updated By 43578 AUD INV-1 VW Australia 9238423 Tu, 15 Apr 2025 Tu, 29 Apr 2025 ID Buzz Australia Launch [WV-1292] Submitted A$3,475.00 A$0.00 A$1,600.00 A$3,475.00 A$0.00 A$3,475.00 Default 20:25 Tu, 15 Apr 2025 Tim Mohr 20:25 Tu, 15 Apr 2025 Tim Mohr
Excel Spreadsheet To generate an Excel Spreadsheet file, on the Sales -> Invoices page, click the
Generated on Server Maximum Results 10,000
Standard Template Columns The following columns are output when the Standard excel template is selected.
InvoiceNumber Reference Status Date DueDate Total TaxTotal SubTotal DiscountTotal NetTotal Currency ClientName ClientEmail1 ClientEmail2 ClientEmail3 ClientPhone1 ClientPhone2 ClientPhone3 ClientAddressLine1 ClientAddressLine2 ClientAddressLine3 ClientAddressCity ClientAddressState ClientAddressPostCode ClientAddressCountry ClientWebsite ClientNotes ContactName ContactEmail1 ContactEmail2 ContactEmail3 ContactPhone1 ContactPhone2 ContactPhone3 ContactAddressLine1 ContactAddressLine2 ContactAddressLine3 ContactAddressCity ContactAddressState ContactAddressPostCode ContactAddressCountry ContactWebsite ContactNotes ProjectName ProjectCode ProjectDescription ProjectStatus ItemGroupName ItemGroupDescription ItemUUID ItemRateSchemeId ItemText ItemDescription ItemQuantity ItemUnit ItemUnitAmount ItemUnitBuyAmount ItemDiscount ItemLineAmount ItemTaxAmount ItemBookingId Terms INV-1 Submitted 2025-04-15T00:00:00+10:00 2025-04-29T23:59:59+10:00 3475 0 AUD VW Australia IDBuzz Australia Launch VW-1292 In Progress Offline Thursday, 17 Apr 2025 - Friday, 18 Apr 2025 r23405 2932 Edit 1 2 daily 500 0 0.00% 1000 1940070
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 .
