Create Companies and Connect to ERP
First, create the companies in Dokka and connect each one to your ERP system.
Assign Company VAT ID Number
In each company, set the Company VAT ID by navigating to:
Company Settings > General > Financial Information > Add the Company VAT ID Number
Create a “Dummy” Company for CSV Export
Create a dummy company in Dokka and connect it only to CSV Excel export (no ERP connection).
Create “Suppliers” in the Dummy Company
You can manually set up suppliers based on invoices by mapping each Dokka-connected company.
Alternatively, you can upload an Excel file with supplier data.
Required Data in the Excel File:
name – The company name as it appears on the invoice
code – The company number (find it by accessing the company and copying it from the URL)
vat id – The VAT ID of the company, as shown in the invoice and in Dokka (from step 2)
Send the Excel File to Dokka's Support via the "QUESTION MARK " icon > contact support
Please send the completed Excel file to the support team with the following fields:
Dokka company name, company name, VAT ID, and Dokka company code.