How to Export Documents to Your ERP

Exporting Documents (Practical Example)

Example: exporting reviewed invoices from the last month in CSV format for your ERP.

How Do I Do It? (Steps + Visual Guide)

1. Select the Appropriate Template

• Go to the Export section.
• Choose the template that corresponds to invoices (for example, “Invoices_ERP_X”).

2. Run the Export

• Click Export.
• A downloadable CSV file will be generated.

In the image below, you can see the template selection screen with filters enabled.

Best Practices

• Always start with a small test export (a few documents) before running large-scale exports.
• Define internally who is responsible for executing exports (to avoid duplicates or overlaps).
• Keep a basic record of exports: date, template used, number of documents, and time period covered.
• Ensure that suppliers in Dost are properly trained, or otherwise that invoices are correctly configured manually.