Excel add-in
Updated
Overview#
The DocXtract Excel add-in extracts structured data from documents without writing code. It calls the same v3.1 API as every other integration, so accuracy, credit cost, and document limits are identical.
Before you start#
- An API key from the client portal → Settings
- The document types your key permits — check on the Test API page
- Documents as PDF, JPG, or PNG, up to 10 MB
Setup#
Installation and configuration steps are maintained alongside the connector itself, in client/connectors/ in the platform repository, since they change with each platform's own release cycle.
Setup walkthrough with screenshots for the Excel add-in
Ask support@docxtract.io for the current installation package and setup guide.
What to expect#
- Credits are per page. A 10-page document costs 10 credits.
- Rate limits are per key — 10 requests per minute by default. Bulk runs share that budget with anything else using the same key.
- PDFs over 3 pages are split and processed in parts, so they take noticeably longer than single-page documents. This is normal.
Troubleshooting#
| Symptom | Cause |
|---|---|
| Authentication fails | Key is revoked, expired, or the value pasted is not a DocXtract sk_ key |
| "No document types available" | The key has no types assigned — check the portal |
| Extraction returns unexpected fields | Wrong document type selected; it defaults to invoice |
| Requests start failing during a bulk run | Rate limit — 10 requests/minute per key |
| Stops working suddenly, mid-month | Credit cap reached; see quotas |
More detail in common problems.
Support#
support@docxtract.io — include the document type and roughly when the failure happened. Never send your API key.
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