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:

  1. Open the document you want to download.
  2. Click Download.
    Under the settings icon, click Download.

Download a folder of documents

To download documents in a .ZIP file with the same folder structure as in Hubdoc:

  1. Click the folder you want to download.
  2. Click the arrow at the right of the folder name.
  3. Select Download All Files.
    Download folder menu item.

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:

  1. Click the folder you want to export.
  2. Click the down arrow at the right of the folder name.
  3. Select Export to CSV.
  4. Enter start and end bill dates. Only documents with a bill date in this date range are exported.
  5. 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.

 

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