Switching from another system: where to find the import

All imports are in the app in the Account menu, Import from another system. A new account also has a link to it right on the dashboard.

We recommend this order:

1. Customers, so invoices can be linked to them.
2. Issued invoices. Numbering continues from them, so your first new invoice doesn’t start from one.
3. Price list, if you use products.
4. Bank statement, if you are also moving unpaid invoices and want to match payments.

Every import first shows a preview and saves nothing until you confirm it. The page shows what you already have in your account for each step, so you can come back to it at any time.

If a file can’t be read, send it to us through the contact form. A few lines are enough.