ERP to finance imports
Map customer codes, order dates and amounts from an export into the field names and formats required by a finance import template.
FOCUSED DESKTOP TOOLS
Prepare spreadsheets for import
Map source columns, normalize dates and amounts, and validate rows before exporting to another template.
How this workflow works
Moving spreadsheets between business systems often means renaming columns, reordering fields, converting dates and checking exceptions every time a new file arrives. ExcelFlow is designed to turn that repetitive preparation into a reusable mapping workflow.
Typical situations
Recurring supplier reports
Keep a rule set for a supplier's spreadsheet layout so the next reporting period does not require the same manual column edits.
Spot problems before import
Check missing required values, conversion failures or unmatched fields and review affected rows before producing a target file.
What to check first
Templates still need review
A saved rule may stop matching when a source system changes its columns or value conventions. Validate each new batch against its target template.
Not a live systems connector
The product is intended for file-based transformations, not automatic syncing with an ERP or full spreadsheet editing. Exact supported formats and operations depend on the release.