Import transactions

Master data and transactions load from CSV, which is how nearly every migration and most bank feeds actually arrive.

• Import customers, vendors, parts, parts groups and price lists.
• Import transactions — invoices, payments and journal entries — not just master data.
• Import a chart of accounts when setting a dataset up, if you would rather not start from a country template.
• Map your columns onto the fields, so the file does not have to be rewritten to suit us.
• Rows are checked before anything posts, and errors are reported per row rather than failing the whole file.
• Bank statement import for reconciliation.
• If the file is awkward, send it to us — migrating data is part of what we do.