Download or export documents from Hubdoc
Overview
- Download individual documents or all the documents in a folder.
- Export a CSV file containing data from your documents.
Download a single document
To download a single document:
- Open the document you want to download.
- Click Download.
Download a folder of documents
To download documents in a .ZIP file with the same folder structure as in Hubdoc:
- Click the folder you want to download.
- Click the arrow at the right of the folder name.
- Select Download All Files.
Export documents to CSV
Export a CSV file with each document's data on a separate line. Each document needs a bill date to be exported to a CSV file.
The following data is exported:
- Document ID
- Supplier name
- Bill date
- Invoice number
- Due date
- Currency
- Subtotal (if applicable)
- Tax (if applicable)
- Total
To export the CSV file:
- Click the folder you want to export.
- Click the down arrow at the right of the folder name.
- Select Export to CSV.
- Enter start and end bill dates. Only documents with a bill date in this date range are exported.
- Click Download.
Tip | If you use tags, download a CSV of all the documents in that tag.
What's next?
If you’ve identified any duplicate documents when exporting, find out how to delete documents.
Questions? Raise a case on Xero Central. If you don't have a Xero login, click here.