Is there a simple way to export Excel files with custom formats in ERPNext?
In many ERPNext implementations, clients ask for their documents (like Quotations, Invoices, etc.) to be exported to Excel in a specific format — with things like custom columns, merged cells, logos, colors, and specific layouts.
But right now, we usually end up writing custom scripts manually for each format. There isn’t a built-in way to manage or reuse Excel templates. And there’s no option to preview the Excel file before exporting, which makes the process a bit frustrating.
So before building something, we wanted to ask —
Is there already a tool or feature in ERPNext that supports custom Excel formats ?
We built something for this: XcelForm
Since we couldn’t find anything, we created a small app called XcelForm.
It lets you:
- Create and manage Excel formats for each Doctype using Python.
- Export documents using those formats.
- Preview the Excel file before exporting (this part is still in testing).
GitHub: XcelForm
It’s still in alpha, but we’d love any feedback. Let us know if you find it useful or if there’s anything we can improve!