Import Pro

The Classic Akaunting Import only allowed importing files that matched predefined Excel templates.

With the Import Pro, you can now:

• Import Items, Invoices, Bills, Transactions, Customers, and More.
• Use your own files without needing a mandatory Excel template.
• Create and save your own import templates that match your Excel files and reuse them whenever you want.
• Track, in real time, the number of rows imported, errors, and updates during the process.
• Receive a detailed report by email once the import is complete.

This means you no longer need to adjust your existing Excel files to fit Akaunting’s standard structure.

Importing Data with Import Pro

1. File Upload

• Select Import Pro from the Import options.

• From the Import screen, select your Excel file.
• Click the Import button.

This step looks the same as the classic Import module.

2. Mapping (Field Matching)

After uploading the file, the Mapping Page opens. Here you can:

There is a Default Mapping template that automatically matches your Excel column headers with Akaunting’s fields, if the document contains matching headers.

Otherwise;

• Save New Template: To save a new mapping template, tick the “Save Template” box and enter a name.

• Select Template: If you had previously saved a template, you can select it to apply the same mapping.
• Unique Column: If your file has multiple linked sheets, select the common field connecting them. Leave blank if not needed.

• Field Mapping: Match Akaunting fields with your Excel column headers.
  • The dropdown shows your Excel headers.
  • An example value is displayed in parentheses to help you choose correctly.

• Once the required fields are mapped, click Save.

3. Import List

After saving the mapping, you’ll be taken to the Import List page. Here, you’ll see all your previous import operations. For each import, the system shows:

• Number of rows imported
• Number of errors
• Number of updates

⚠️ Click on the “Ignored” count to see why certain rows weren’t processed.

When the import is complete, you will receive an email notification with a summary of your import and error details, if any.