The short answer
Choose the file format according to the receiving task. CeramicPortal provides a Miracle-compatible workbook for finalized sales invoices with an import-readiness review, and CSV or Excel where the selected export supports them. A spreadsheet for review and a file intended for accounting import are not interchangeable.
Keep these in mind
- Choose the format for the receiving task.
- Miracle-compatible output is limited to sales invoices in this workflow.
- Keep original files and reconcile the receiving result.
Start with the question the file must answer
An owner asking for a monthly sales review needs a different handover from an accountant importing vouchers. Identify the recipient, intended record type and period before selecting a format.
Ask whether the recipient needs to read the information, analyse it or import it into another system. The file extension alone does not establish that the data layout will match the receiving workflow.
Compare the supported paths
| Output | Useful starting purpose | Boundary to verify |
|---|---|---|
| Miracle-compatible workbook | Review and hand over finalized sales-invoice vouchers. | Finalized sales invoices only; use the matching CeramicPortal Miracle profile and verify the receiving setup. |
| Excel | Review supported exported records in a workbook. | Availability depends on the selected export. |
| CSV | Pass supported tabular data to a review or import process. | Column meanings, date formats and receiving mapping need review. |
| Tally XML | Hand over supported voucher or ledger output for manual import. | Transaction periods and current ledger snapshots are different scopes; no automatic synchronisation. |
Use the Miracle readiness review deliberately
The Miracle import-readiness screen shows ready and blocked invoice counts, item-row counts, totals, issues and warnings. Draft or cancelled invoices are excluded. Review these results before generating the workbook, and use the matching CeramicPortal Miracle profile for the receiving workflow. Inspect representative voucher rows in the downloaded workbook; the readiness screen is not a row-by-row workbook preview.
If you need payments, expenses or another record type, inspect the available format options for that type. The Miracle path is limited to finalized sales invoices. Its workbook label does not establish compatibility with every Miracle version or receiving configuration.
Protect meaning when opening a spreadsheet
- Check the business and record type. Review the dates for transaction exports, or recognise that customer and supplier ledger exports contain current balance snapshots.
- Compare a few references and values with the source records.
- Open the file using settings that preserve identifiers and interpret dates as intended.
- Keep an unchanged downloaded copy before making analytical edits.
- Share the file only with the intended recipient through your normal controlled handover.
Use one example to choose between review and import
The same business event can appear in several views, but each output serves a purpose. Tell the recipient whether a file is an analysis copy or the reviewed import version so an edited working sheet is not mistaken for the original handover.
Check the receiving result
After an accounting import, reconcile the expected references and values with the result. If an error occurs, investigate the specific row or record rather than treating a new download as a solution by itself.
Exports are started by a person. Do not assume scheduled updates, live connections or automatic duplicate protection. Agree who handles a corrected or overlapping period before using another file.
Common questions
Can every record type be exported in every format?
No. Use the format supported for the selected record type. The Miracle workbook path is for finalized sales invoices and the matching CeramicPortal Miracle profile.
Does Excel output imply an accounting integration?
No. A workbook can support review or a controlled handover, but compatibility with an import process must be checked separately.
Explore the relevant workflow
Put the explanation in context.
Product education from CeramicPortal. Examples are illustrative unless identified as recorded product evidence. The available actions depend on your account and assigned access.