[MX] Bulk Upload Manual

This manual explains how to issue CFDIs in Mexico by uploading a file with the Brinta bulk template. It covers the steps in the dashboard, the general rules that apply to every row, and links to one guide per document type.

Supported document types

Document	`Invoice Document Type`	`Invoice Type`	Template tab	Guide
Invoice (CFDI Ingreso)	`invoice`	`debit`	Invoices	Invoice
Credit note (CFDI Egreso)	`credit note`	`credit`	Invoices	Credit and debit notes
Debit note	`debit note`	`debit`	Invoices	Credit and debit notes
Payment complement (Complemento de Pago)	Not needed	Not needed	Complemento de Pago	Payment complement

📘
Payment complements go in their own file
Invoices and notes are uploaded from the Invoices tab. Payment complements are uploaded from the Complemento de Pago tab, in a separate file and with the payment complement adapter.

1. Steps to upload a file

Go to Invoicing → Outgoing → Bulk Uploads. In the left menu, expand Invoicing, then Outgoing, and click Bulk Uploads.
Click "Create Invoice". A window opens to choose the creation method.
Select "Bulk Upload". Choose the option on the left (cloud icon with an arrow).
Select the adapter. In Select adapter, choose the adapter of the company that issues the documents in the file and click Next. The value in the Issuer column must match that company.
Upload the file. Upload the completed template as .xlsx or .csv.
Check the result. Every row should end in Issued. Fix the failed rows and upload only those rows again in a new file.

2. Template

Request the Mexico template from your Account Executive (AE) and fill it in following the format of each column.

The template has these tabs:

Tab	Use
Invoices	Invoices, credit notes and debit notes. Red headers are mandatory.
Complemento de Pago	Payment complements. Dark blue headers are mandatory, gray headers are optional or conditional.
Tax Registration Status	Accepted values for `Buyer Tax Registration Status` (column BRINTA).
Payment Method	SAT payment method codes and the matching Brinta values.
Export Reason	SAT export codes for `Export Reason`.
Reference / Reference Complemento de Pago	A short description of each column.

❗️
Clean the template before uploading
The data tabs come with example rows, sample values and a color legend. Delete all of it before you add your own rows, so the file only contains your documents.

3. Rules for every row

Topic	Rule	Example
Header names	Keep the column headers exactly as in the template. Do not rename, translate or merge them.	`Buyer Legal Name`
Fixed values	Lowercase, exactly as listed in each guide.	`invoice`, `credit note`, `business`
Catalog values	Copy them exactly from the reference tabs, with the same accents, capital letters and spaces.	`Régimen general`
Dates	`yyyy-mm-dd`. Format the cell as text so Excel does not change it.	`2026-06-30`
Amounts	Numeric cells, dot as decimal separator, no thousands separator.	`1000.75`
Rates	Decimal, not a percentage.	`0.16` for 16%
RFC	No dashes, spaces or special characters. 12 characters for companies, 13 for individuals.	`TRA150604TW1`
Leading zeros	Postal codes, `Export Reason` and payment method codes keep their leading zero. Format those columns as text.	`06600`, `01`, `03`
Postal code	5 digits.	`06600`
State	ISO 3166-2:MX code. See the table below.	`MX-CMX`
Country	ISO 3166-1 alpha-2 code.	`MX`
Currency	ISO 4217 code.	`MXN`, `USD`
Issuer	The issuer value given to you during onboarding. It must match the adapter you select.

Mexican state codes

State	Code	State	Code
Aguascalientes	`MX-AGU`	Morelos	`MX-MOR`
Baja California	`MX-BCN`	Nayarit	`MX-NAY`
Baja California Sur	`MX-BCS`	Nuevo León	`MX-NLE`
Campeche	`MX-CAM`	Oaxaca	`MX-OAX`
Chiapas	`MX-CHP`	Puebla	`MX-PUE`
Chihuahua	`MX-CHH`	Querétaro	`MX-QUE`
Ciudad de México	`MX-CMX`	Quintana Roo	`MX-ROO`
Coahuila	`MX-COA`	San Luis Potosí	`MX-SLP`
Colima	`MX-COL`	Sinaloa	`MX-SIN`
Durango	`MX-DUR`	Sonora	`MX-SON`
Estado de México	`MX-MEX`	Tabasco	`MX-TAB`
Guanajuato	`MX-GUA`	Tamaulipas	`MX-TAM`
Guerrero	`MX-GRO`	Tlaxcala	`MX-TLA`
Hidalgo	`MX-HID`	Veracruz	`MX-VER`
Jalisco	`MX-JAL`	Yucatán	`MX-YUC`
Michoacán	`MX-MIC`	Zacatecas	`MX-ZAC`

4. Common errors

Error	Cause	How to fix it
Postal code with 4 digits (`6600`)	Excel removed the leading zero.	Format the column as text and type the value again: `06600`.
Export Reason `1` or payment method code `3`	Excel removed the leading zero.	Format the column as text and use `01`, `03`.
Invalid RFC	The RFC has dashes or spaces, or the wrong length.	Remove them and check the length: 12 for companies, 13 for individuals.
Tax registration status not recognized	The value differs from the catalog in accents, capital letters or spaces.	Copy the value from the Tax Registration Status tab without changes.
Wrong adapter	The adapter does not match the `Issuer` in the file.	Select the adapter of the issuing company.
Generic RFC rejected	`XAXX010101000` or `XEXX010101000` sent with the buyer's postal code.	With a generic RFC, use the issuer's postal code.
Wrong state	State name instead of its code.	Use the ISO code, for example `MX-CMX`.
VAT rate not recognized	The cell is text or has a dropdown, or the rate is `16`.	Numeric cell with the decimal rate: `0.16`.
Value not accepted for a fixed field	`Invoice`, `Credit Note`, `Business` written with capital letters.	Use lowercase.

5. Checking the result

Go to Invoicing → Outgoing → Bulk Uploads and open the upload with the eye icon.
Download the report. The last columns show the error message for each failed row.
Fix only the failed rows and upload them again in a new file.

For questions about this process, contact the Brinta team.