Importing from another program
How to bring customers, invoices, the price list, suppliers and expenses from your previous program into Vporiadku from a CSV or XLSX file, with a review before anything is saved.
Customers, suppliers, issued invoices and bank accounts come across from the file your previous program exports, on every plan, the free Start included. The price list and expenses are imported on Profi, also during the 30-day trial. Import overwrites nothing: the original invoice numbers stay.
Step by step
Export the data from your previous program
Most programs can save the list of customers and invoices as CSV or XLSX. If you cannot find the export, press Download our template on the import screen and copy your data into it.
Open Data import and choose what you are importing
On the New import tab, pick something in What you are importing, for example Clients or Issued invoices. Start with the customers: the invoices then attach to them by IČO or name, and a missing customer is created.
Choose where the data came from
In Where the data came from pick your program. The preset only pre-fills the column mapping. If it is labelled unverified preset, check the mapping carefully in the next step.
Upload the file
Choose the file and press Read the file. We detect the encoding, the separator and the date format; if we get one wrong, you can switch it by hand.
Check the column mapping
Each column shows sample data and the field it goes into. Leave the columns you do not need on (do not import). Then press Review the import.
Look at the review and import
Nothing is saved yet. You see how many rows will be created, how many are skipped as duplicates and which have an error. Press Import. Rows with an error are skipped, the rest is saved.
What happens to the numbering
Imported invoices keep their numbers. The numbering series moves past the highest imported number, so your next invoice does not repeat an old one. The import ends with the message We moved the numbering series when that happened.
One invoice as ISDOC or UBL
If your program cannot export a table, it can almost always download a single invoice as XML. Upload it on the ISDOC / UBL document tab, check what we read and import it.
Good to know
- A file can have at most 10 MB and 20,000 rows. Split a larger export, for example by year.
- The same record is not added twice: a customer with the same IČO, an invoice with the same number or a row of an earlier import is skipped as a duplicate.
- Every import is listed on the Import history tab, and Roll back deletes what it created. Records something else already depends on are kept, and you see the list.
- Import writes new data, so a read-only role, such as the accountant, does not see it.
After the import, check your company details and issue an invoice as in Your first invoice in 2 minutes.
Frequently asked questions
- Does the import cost anything?
- Customers, suppliers, issued invoices and bank accounts are imported on the free Start too. The price list, expenses and invoices in a foreign currency need Profi, because those parts of Vporiadku are in Profi.
- I imported the wrong file. Can I undo it?
- Yes. On the Import history tab, press Roll back next to that import.
- Do the PDFs of old invoices come across?
- No. The import brings the invoice data (customer, items, amounts, dates), from which Vporiadku can show the invoice again. Keep the original PDFs in your previous program or on your own drive.
Did not find your answer? Write to us at podpora@vporiadku.sk; we answer in Slovak, English and Ukrainian.
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