Import and migration
Bring documents and contacts over from Fakturoid, from iDoklad or from another account of this service.
Step by step
- Open “Import and migration”.
- Under “Source”, choose where the documents come from. Each source says which files it needs and where to get them in the old application.
- From Fakturoid, export the invoices as Fakturoid XML (Faktury → Export → Fakturoid XML) and, if you want the contacts too, their CSV (Kontakty → Export → CSV).
- From iDoklad, export the documents through Nastavení → Aplikace → Export do Pohody, and the contact list to CSV or XLSX.
- From another account of this service, export the documents as XML in its exports.
- Choose “Choose files”, pick up to 5 files of 20 MB in total, and choose “Import”.
- The import runs in the background. “Imports” then shows how many documents were imported, how many contacts were created, and which records were skipped and why.
Good to know
An imported document keeps the number, dates and amounts of its file, is marked “Imported” and cannot be edited. Number series skip a number an imported document holds.
A document whose type and number are already in the account is skipped, so importing the same files twice duplicates nothing.
Only the owner and editors import. Contacts and the price list have their own imports.
Related articles
- Export documents and expensesDocuments or expenses of a period or of a selection, as a file for your accountant or in your accounting program’s format.
- Number seriesA number is given when a document is issued, from the series of its type, with no gaps. Drafts have no number.
- Create an accountOne account holds one set of billing details: one company, one company ID. The registry fills in the rest.