{"id":1171,"date":"2023-04-13T15:30:23","date_gmt":"2023-04-13T12:30:23","guid":{"rendered":"https:\/\/akaunting.com\/hc\/docs\/import-export\/importing-data-to-akaunting\/"},"modified":"2025-11-20T10:17:22","modified_gmt":"2025-11-20T07:17:22","slug":"importing-data","status":"publish","type":"docs","link":"https:\/\/akaunting.com\/hc\/docs\/import-export\/importing-data\/","title":{"rendered":"Importing Data to Akaunting"},"content":{"rendered":"\n<h2 class=\"wp-block-heading\"><strong>Importing data manually to Akaunting<\/strong><\/h2>\n\n\n\n<p class=\"has-text-align-center has-black-color has-text-color has-link-color wp-elements-88d6d696916695616eb3abc5c1c44a63\"><em><a href=\"https:\/\/akaunting.com\/hc\/docs\/import-export\/import-pro\/\">Import Pro<\/a> gives you a smarter, faster, and more reliable way to move your data into Akaunting, eliminating rigid templates.<\/em><\/p>\n\n\n\n<p>Akaunting makes it easy to import data manually. You can import Transactions, Inventory Items\/Groups, Invoices, Contacts, etc.<\/p>\n\n\n\n<p>To import data manually:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Go to the page you wish to import data from the Navigation Menu<\/li>\n\n\n\n<li>On the page, click <strong>Import<\/strong> or the ellipses icon <img loading=\"lazy\" decoding=\"async\" width=\"25\" height=\"18\" class=\"wp-image-574\" style=\"width: 25px;\" src=\"https:\/\/assets.akaunting.com\/hc\/2023\/04\/06155359\/Screenshot-2023-04-06-at-15.52.49.png\" alt=\"ellipses menu icon\" srcset=\"https:\/\/assets.akaunting.com\/hc\/2023\/04\/06155359\/Screenshot-2023-04-06-at-15.52.49.png 52w, https:\/\/assets.akaunting.com\/hc\/2023\/04\/06155359\/Screenshot-2023-04-06-at-15.52.49-50x38.png 50w\" sizes=\"auto, (max-width: 25px) 100vw, 25px\" \/> at the top left corner.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-video\"><video height=\"1080\" style=\"aspect-ratio: 1920 \/ 1080;\" width=\"1920\" controls src=\"https:\/\/assets.akaunting.com\/hc\/2023\/04\/13154331\/import.mp4\"><\/video><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Select <strong>Import<\/strong> from the ellipses dropdown options.<\/li>\n\n\n\n<li>On the Import page, <strong>Download<\/strong> the sample file and fill in the necessary fields.<\/li>\n\n\n\n<li><strong>Save<\/strong> as <strong>XLS<\/strong> or <strong>XLSX<\/strong>. These are the only allowed file types with a 500 maximum row.<\/li>\n\n\n\n<li>Upload your file to Akaunting.<\/li>\n\n\n\n<li>Click <strong>Import. <\/strong>It takes a couple of minutes.<\/li>\n<\/ul>\n\n\n\n<p>You&#8217;ll get a notification on the sidebar notification icon. Also, a confirmation will be sent to your email once the upload is completed.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Importing Data From Another Software<\/strong><\/h2>\n\n\n\n<p>If you are a new user seeking to migrate data from your current accounting solution, Importing data to Akaunting is easy with the <mark style=\"background-color:rgba(0, 0, 0, 0)\" class=\"has-inline-color has-light-green-cyan-color\"><a href=\"https:\/\/akaunting.com\/hc\/docs\/getting-started\/migrating-to-akaunting\/\" target=\"_blank\" rel=\"noreferrer noopener\">Migrating to Akaunting<\/a><\/mark> feature.<\/p>\n\n\n\n<p class=\"has-text-align-center\"><em><a href=\"https:\/\/akaunting.com\/hc\/docs\/getting-started\/migrating-to-akaunting\/switch-to-akaunting\/\" data-type=\"link\" data-id=\"https:\/\/akaunting.com\/hc\/docs\/getting-started\/migrating-to-akaunting\/switch-to-akaunting\/\">Check out Migrating To Akaunting with Switch<\/a>: an inbuilt feature that automatically imports your data into Akaunting within a few minutes.<\/em><\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"576\" src=\"https:\/\/assets.akaunting.com\/hc\/2023\/04\/13154437\/import-data-1024x576.png\" alt=\"Importing Data to Akaunting\" class=\"wp-image-1174\" srcset=\"https:\/\/assets.akaunting.com\/hc\/2023\/04\/13154437\/import-data-1024x576.png 1024w, https:\/\/assets.akaunting.com\/hc\/2023\/04\/13154437\/import-data-300x169.png 300w, https:\/\/assets.akaunting.com\/hc\/2023\/04\/13154437\/import-data-768x432.png 768w, https:\/\/assets.akaunting.com\/hc\/2023\/04\/13154437\/import-data-1536x864.png 1536w, https:\/\/assets.akaunting.com\/hc\/2023\/04\/13154437\/import-data.png 1920w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>You need to search and install the migration app of your current accounting solution from the <a href=\"https:\/\/akaunting.com\/apps\/categories\/import-export\" target=\"_blank\" rel=\"noreferrer noopener\">App store<\/a>.<\/p>\n\n\n\n<p>For example, if your current Accounting Software is Xero, search for Xero in the App Store search bar and Install it.<\/p>\n\n\n\n<p>Then, follow the outlined steps to move your data successfully.<\/p>\n\n\n\n<p>The featured apps migrate your:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Accounts<\/li>\n\n\n\n<li>Invoices<\/li>\n\n\n\n<li>Bills<\/li>\n\n\n\n<li>Chart of accounts (<a href=\"https:\/\/akaunting.com\/apps\/double-entry\" rel=\"noreferrer noopener\" target=\"_blank\">double entry<\/a>)<\/li>\n\n\n\n<li>Credit notes (<a href=\"https:\/\/akaunting.com\/apps\/credit-debit-notes\" rel=\"noreferrer noopener\" target=\"_blank\">credit debit notes<\/a>)<\/li>\n\n\n\n<li>Customers<\/li>\n\n\n\n<li><a href=\"https:\/\/akaunting.com\/apps\/estimates\" rel=\"noreferrer noopener\" target=\"_blank\">Estimates<\/a><\/li>\n\n\n\n<li>Items<\/li>\n\n\n\n<li><a href=\"https:\/\/akaunting.com\/apps\/categories\/payment-method\" rel=\"noreferrer noopener\" target=\"_blank\">Payments<\/a><\/li>\n\n\n\n<li>Taxes<\/li>\n\n\n\n<li><a href=\"https:\/\/akaunting.com\/apps\/vendor-statement\" target=\"_blank\" rel=\"noreferrer noopener\">Vendors<\/a>, and more to Akaunting.<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>Importing data manually to Akaunting Import Pro gives you a smarter, faster, and more reliable way to move your data into Akaunting, eliminating rigid templates. Akaunting makes it easy to import data manually. You can import Transactions, Inventory Items\/Groups, Invoices, Contacts, etc. To import data manually: You&#8217;ll get a notification on the sidebar notification icon. [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":0,"parent":13,"menu_order":2,"comment_status":"open","ping_status":"closed","template":"","doc_tag":[],"class_list":["post-1171","docs","type-docs","status-publish","hentry"],"acf":[],"_links":{"self":[{"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/docs\/1171","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/docs"}],"about":[{"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/types\/docs"}],"author":[{"embeddable":true,"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/comments?post=1171"}],"version-history":[{"count":8,"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/docs\/1171\/revisions"}],"predecessor-version":[{"id":3550,"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/docs\/1171\/revisions\/3550"}],"up":[{"embeddable":true,"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/docs\/13"}],"wp:attachment":[{"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/media?parent=1171"}],"wp:term":[{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/doc_tag?post=1171"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}