---
title: What is an Export Rule?
description: What is an Export Rule?
---

[Skip to content](https://help.file.ai/what-is-an-export-rule#main-content)

English

Show submenu for translations

[Customer portal](https://customerportal.file.ai/customerportal?hsLang=en)

![fileAI Logo—White.png\]](https://help.file.ai/hs-fs/hubfs/fileAI%20Logo%E2%80%94White.png?height=40&name=fileAI%20Logo%E2%80%94White.png)

Open main navigation

Close main navigation

- English
  
  Show submenu for translations
- [Customer portal](https://customerportal.file.ai/customerportal)
- Go to bluesheets.io

 Go to bluesheets.io

 Hello. How can we help you?

- There are no suggestions because the search field is empty.

1. [Help Centre](https://help.file.ai/?hsLang=en)
2. [Working with Processed Files](https://help.file.ai/working-with-processed-files?hsLang=en)
3. [Creating Rules](https://help.file.ai/working-with-processed-files?hsLang=en#creating-rules)

# What is an Export Rule?

An **export rule** in fileAI is a customizable configuration designed to streamline the exporting of documents, specifically tailored to individual suppliers or vendors. 

When setting up an export rule, you can define specific criteria and mappings to govern how documents associated with a particular supplier are exported.

- This includes mapping of account codes, tax rates, and tax types to be associated with the respective supplier bills
- By establishing these mappings, users can ensure consistency and accuracy in financial data across platforms

Essentially, export rules serve as automated guidelines that dictate how information from fileAI is formatted and transferred to external systems, reducing manual effort and minimizing errors. This capability enhances workflow automation, improves data integrity, and fosters smoother collaboration between fileAI and other financial tools or systems used by your organization.

 

***Note:***

 In order to set up export rules, you would first need to establish a connection between the platform and your system. Once the connection is established, you can navigate to the Export Rules tab to configure the rules for data export

 

 

- [Product Release Notes](https://help.file.ai/product-release-notes?hsLang=en#main-content)

    - [Q3 2024](https://help.file.ai/product-release-notes?hsLang=en#q3-2024)
- [FAQs](https://help.file.ai/faqs?hsLang=en)
- [Get Started](https://help.file.ai/get-started?hsLang=en#main-content)

    - [About fileAI](https://help.file.ai/get-started?hsLang=en#about-fileai)
- [Login & Account](https://help.file.ai/login-account?hsLang=en#main-content)

    - [Workspaces](https://help.file.ai/login-account?hsLang=en#workspaces)
    - [Organizations](https://help.file.ai/login-account?hsLang=en#organizations)
    - [Billing, subscriptions, payments](https://help.file.ai/login-account?hsLang=en#billing-subscriptions-payments)
    - [Account errors](https://help.file.ai/login-account?hsLang=en#account-errors)
    - [Account Deletion](https://help.file.ai/login-account?hsLang=en#account-deletion)
- [Uploading Files](https://help.file.ai/uploading-files?hsLang=en#main-content)

    - [Upload Methods](https://help.file.ai/uploading-files?hsLang=en#upload-methods)
    - [Common Questions](https://help.file.ai/uploading-files?hsLang=en#common-questions)
    - [Integration Guides](https://help.file.ai/uploading-files?hsLang=en#integration-guides)
    - [Mobile App](https://help.file.ai/uploading-files?hsLang=en#mobile-app)
- [Processing Files](https://help.file.ai/processing-files?hsLang=en#main-content)

    - [How documents are processed](https://help.file.ai/processing-files?hsLang=en#how-documents-are-processed)
    - [Common Questions](https://help.file.ai/processing-files?hsLang=en#common-questions)
    - [Common Errors](https://help.file.ai/processing-files?hsLang=en#common-errors)
- [File Inbox](https://help.file.ai/file-inbox?hsLang=en#main-content)

    - [Workspace Menu](https://help.file.ai/file-inbox?hsLang=en#workspace-menu)
    - [Organization Menu](https://help.file.ai/file-inbox?hsLang=en#organization-menu)
- [Working with Processed Files](https://help.file.ai/working-with-processed-files?hsLang=en#main-content)

    - [Creating Workflows](https://help.file.ai/working-with-processed-files?hsLang=en#creating-workflows)
    - [Creating Rules](https://help.file.ai/working-with-processed-files?hsLang=en#creating-rules)
    - [Error in Processed Files](https://help.file.ai/working-with-processed-files?hsLang=en#error-in-processed-files)
- [Exporting Files](https://help.file.ai/exporting-files?hsLang=en#main-content)

    - [Common Questions](https://help.file.ai/exporting-files?hsLang=en#common-questions)
    - [Exporting to Xero](https://help.file.ai/exporting-files?hsLang=en#exporting-to-xero)
    - [Xero Export Errors](https://help.file.ai/exporting-files?hsLang=en#xero-export-errors)
    - [Exporting to QuickBooks](https://help.file.ai/exporting-files?hsLang=en#exporting-to-quickbooks)
    - [Exporting to Netsuite](https://help.file.ai/exporting-files?hsLang=en#exporting-to-netsuite)
    - [Exporting to Bukku](https://help.file.ai/exporting-files?hsLang=en#exporting-to-bukku)
    - [Exporting to Google Sheets](https://help.file.ai/exporting-files?hsLang=en#exporting-to-google-sheets)
    - [Exporting to third-party tools (via API)](https://help.file.ai/exporting-files?hsLang=en#exporting-to-third-party-tools-via-api)
    - [Exporting to Zoho Books](https://help.file.ai/exporting-files?hsLang=en#exporting-to-zoho-books)
- [For Accountants](https://help.file.ai/for-accountants?hsLang=en#main-content)

    - [Setting up your firm in fileAI](https://help.file.ai/for-accountants?hsLang=en#setting-up-your-firm-in-fileai)
- [Expense Claims](https://help.file.ai/expense-claims?hsLang=en)
- [Mobile App](https://help.file.ai/mobile-app?hsLang=en)
- [fileForge](https://help.file.ai/fileforge?hsLang=en)

# fileAI

Last Updated: June 2025 / support@file.ai

<https://www.linkedin.com/company/file-ai/>

Copyright © 2026, fileAI