Paperless-ngx

Overview

The Paperless-ngx integration automatically uploads your collected invoices to your self-hosted Paperless-ngx document management system.

Requirements

• A running Paperless-ngx instance (self-hosted)
• Your instance URL (accessible from your device)
• Your Paperless-ngx API token

Setup

Getting your API token

1. Log in to your Paperless-ngx instance
2. Go to My Profile
3. Find the API section
4. Copy your API token

For detailed instructions, see the official Paperless-ngx API documentation.

Configuring in Invoice Radar

1. Open Invoice Radar and go to Settings → Export
2. Click Add destination and select Paperless-ngx
3. Enter your configuration:
   • Instance URL - Your Paperless-ngx server address (e.g., https://paperless.example.com)
   • API Token - Your Paperless-ngx API token
4. Choose a start date:
   • All invoices - Export everything in your collection
   • From specific date - Only export invoices after the selected date
5. Enable the destination

How it works

When you export invoices to Paperless-ngx:

• Each invoice is uploaded as a new document
• The document title is set to: {Vendor Name} - {Invoice ID}
• The invoice date is preserved as the document date
• The PDF is uploaded and processed by Paperless-ngx's OCR

Paperless-ngx will then apply its matching rules, tags, and correspondent assignments based on your configuration.

Exporting invoices

Bulk export

Click Export Now in the Export settings to sync all unsynced invoices. Progress is shown in real-time.

Individual export

Open any invoice in the document details panel to see its export status and manually trigger an export.

Network requirements

Your Paperless-ngx instance must be accessible from the device running Invoice Radar:

• Local network: Use your local IP or hostname
• Remote access: Ensure your instance is accessible via a public URL or VPN
• HTTPS recommended: Use TLS encryption for security

Troubleshooting

"Connection refused" error

• Verify your instance URL is correct and accessible
• Check that your Paperless-ngx server is running
• Ensure no firewall is blocking the connection

"Unauthorized" error

• Verify your API token is correct
• Check that your token hasn't expired or been regenerated
• Make sure your user has permission to upload documents

Documents not appearing in Paperless-ngx

• Check the Paperless-ngx logs for processing errors
• Verify the upload succeeded in Invoice Radar's export history
• Documents may take time to process through OCR

SSL/TLS errors

• If using a self-signed certificate, you may need to configure your system to trust it
• Consider using a valid SSL certificate (e.g., from Let's Encrypt)

Security

• Your API token is encrypted and stored only on your device
• Invoices are sent directly to your Paperless-ngx instance with no intermediary
• All connections should use HTTPS/TLS encryption

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Need help? Check the Automatic Export overview or our Security & Privacy guide.