CSV Import Guide
Format your CSV files accurately using the Row Expansion Model to bulk-generate complex documents containing nested lists and tables.
The Golden Rule: The Grouping Key
When generating documents in bulk—especially templates with multiple line items or tables—our system uses a Row Expansion Model. This means you can add as many rows as you need for your line items, as long as you group them together using a Grouping Key.
Accepted Column Names
- Serial No
- Document ID
- Reference
- Document Ref
- ID
Fallback Behavior: If your CSV does NOT contain one of these grouping keys, the system will assume every single row in the spreadsheet is a completely separate document (1 row = 1 document).
Example 1: Document Without Tables
If your template doesn't have tables, every row generates exactly one document.
| Serial No | Customer Name | Date | Evaluation |
|---|---|---|---|
| 1001 | Alice | 2026-03-01 | Excellent |
| 1002 | Bob | 2026-03-02 | Good |
Result: Generates 2 standalone documents.
Example 2: Document With a Table
When a single document has an invoice table with multiple line items, the Serial No and the document-level fields (like Customer Name) repeat on multiple rows for the same document. Each row represents a new table item.
| Serial No | Customer Name | Date | Item Name | Qty | Price |
|---|---|---|---|---|---|
| 2001 | Alice | 2026-03-01 | Laptop | 1 | 2000 |
| 2001 | Alice | 2026-03-01 | Mouse | 2 | 50 |
| 2002 | Bob | 2026-03-02 | Keyboard | 1 | 100 |
Result: Generates 2 documents. Document 2001 has 2 line items in its table.
Example 3: Adding Multiple Tables
If your template has more than one table (for example, "Products" and "Services"), simply add a Table Name column. This tells the system exactly which table the item should be inserted into.
| Serial No | Table Name | Item Name | Qty |
|---|---|---|---|
| 3001 | Products | Server Rack | 1 |
| 3001 | Services | Installation | 10 |
| 3001 | Services | Maintenance | 5 |
Result: Generates 1 document containing a Products table (1 item) and a Services table (2 items).