Microsoft Excel

Bring receivables from a spreadsheet into a reviewed local batch.

Current workflow

Read workbook sheets and cells with read_workbook. The result keeps cell values, formulas, and cached results separate. Formulas are not recalculated. Use create_workbook to save a new workbook from supported values. See workbook examples.

To import receivables as a batch, export a CSV with clear headers, exact amount units, and source dates. MINT intake reads that CSV.

Data contract

Keep the external source ID, version or as-of date, the fields used, and the associated MINT record. Do not silently combine records by matching names or equal totals.

Access and actions

Scope reads to the records needed for the task. External writes, messages, and financial actions are separate deliberate operations with their own access scope. Local files remain a usable starting point.

Continue

Read the related workflow or return to all integrations.