{"id":3503,"date":"2025-09-11T16:25:20","date_gmt":"2025-09-11T13:25:20","guid":{"rendered":"https:\/\/akaunting.com\/hc\/docs\/import-export\/import-pro\/"},"modified":"2025-11-20T10:24:04","modified_gmt":"2025-11-20T07:24:04","slug":"import-pro","status":"publish","type":"docs","link":"https:\/\/akaunting.com\/hc\/docs\/import-export\/import-pro\/","title":{"rendered":"Import Pro"},"content":{"rendered":"\n<p>The <a href=\"https:\/\/akaunting.com\/hc\/docs\/import-export\/importing-data\/\" rel=\"noreferrer noopener\" target=\"_blank\">Classic Akaunting Import<\/a> only allowed importing files that matched predefined Excel templates.<\/p>\n\n\n\n<p>With the <a href=\"https:\/\/akaunting.com\/apps\/import-pro\" target=\"_blank\" rel=\"noreferrer noopener\">Import Pro<\/a>, you can now:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Import Items, Invoices, Bills, Transactions, Customers, and More.<\/li>\n\n\n\n<li>Use your own files without needing a mandatory Excel template.<\/li>\n\n\n\n<li>Create and save your own import templates that match your Excel files and reuse them whenever you want.<\/li>\n\n\n\n<li>Track, in real time, the number of rows imported, errors, and updates during the process.<\/li>\n\n\n\n<li>Receive a detailed report by email once the import is complete.<\/li>\n<\/ul>\n\n\n\n<p>This means you no longer need to adjust your existing Excel files to fit Akaunting\u2019s standard structure.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Importing Data with Import Pro<\/strong><\/h2>\n\n\n\n<figure class=\"wp-block-video\"><video height=\"2160\" style=\"aspect-ratio: 3822 \/ 2160;\" width=\"3822\" controls src=\"https:\/\/assets.akaunting.com\/hc\/2025\/09\/11162954\/Import-Pro-Items_Video.mp4\"><\/video><\/figure>\n\n\n\n<p><a href=\"https:\/\/t4755221.p.clickup-attachments.com\/t4755221\/54550be3-4887-444e-9f81-5c440280d106\/Import%20Pro%20I%CC%87tems_Video.mp4?view=open\" target=\"_blank\" rel=\"noreferrer noopener\"><\/a><\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>1. File Upload<\/strong><\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Select Import Pro from the Import options.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image aligncenter size-large is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"500\" src=\"https:\/\/assets.akaunting.com\/hc\/2025\/09\/12120724\/import-pro-features-1-e1757668101352-1024x500.png\" alt=\"import pro features\" class=\"wp-image-3513\" style=\"width:682px;height:auto\" srcset=\"https:\/\/assets.akaunting.com\/hc\/2025\/09\/12120724\/import-pro-features-1-e1757668101352-1024x500.png 1024w, https:\/\/assets.akaunting.com\/hc\/2025\/09\/12120724\/import-pro-features-1-e1757668101352-300x146.png 300w, https:\/\/assets.akaunting.com\/hc\/2025\/09\/12120724\/import-pro-features-1-e1757668101352-768x375.png 768w, https:\/\/assets.akaunting.com\/hc\/2025\/09\/12120724\/import-pro-features-1-e1757668101352.png 1280w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>From the Import screen, select your Excel file.<\/li>\n\n\n\n<li>Click the Import button.<\/li>\n<\/ul>\n\n\n\n<p><em>This step looks the same as the classic Import module.<\/em><\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>2. Mapping (Field Matching)<\/strong><\/h3>\n\n\n\n<p>After uploading the file, the Mapping Page opens. Here you can:<\/p>\n\n\n\n<p><em>There is a Default Mapping template that automatically matches your Excel column headers with Akaunting&#8217;s fields, if the document contains matching headers.<\/em><\/p>\n\n\n\n<p>Otherwise;<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Save New Template:<\/strong> To save a new mapping template, tick the \u201cSave Template\u201d box and enter a name.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"658\" src=\"https:\/\/assets.akaunting.com\/hc\/2025\/09\/11163625\/Screenshot-2025-09-01-at-14.09.26-1024x658.png\" alt=\"Default Mapping template \" class=\"wp-image-3510\" srcset=\"https:\/\/assets.akaunting.com\/hc\/2025\/09\/11163625\/Screenshot-2025-09-01-at-14.09.26-1024x658.png 1024w, https:\/\/assets.akaunting.com\/hc\/2025\/09\/11163625\/Screenshot-2025-09-01-at-14.09.26-300x193.png 300w, https:\/\/assets.akaunting.com\/hc\/2025\/09\/11163625\/Screenshot-2025-09-01-at-14.09.26-768x493.png 768w, https:\/\/assets.akaunting.com\/hc\/2025\/09\/11163625\/Screenshot-2025-09-01-at-14.09.26-1536x986.png 1536w, https:\/\/assets.akaunting.com\/hc\/2025\/09\/11163625\/Screenshot-2025-09-01-at-14.09.26.png 2046w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Select Template: <\/strong>If you had previously saved a template, you can select it to apply the same mapping.<\/li>\n\n\n\n<li><strong>Unique Column:<\/strong> If your file has multiple linked sheets, select the common field connecting them. Leave blank if not needed.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"571\" src=\"https:\/\/assets.akaunting.com\/hc\/2025\/09\/11163522\/Screenshot-2025-09-01-at-14.46.16-1024x571.png\" alt=\"Import Pro Unique Column\" class=\"wp-image-3509\" srcset=\"https:\/\/assets.akaunting.com\/hc\/2025\/09\/11163522\/Screenshot-2025-09-01-at-14.46.16-1024x571.png 1024w, https:\/\/assets.akaunting.com\/hc\/2025\/09\/11163522\/Screenshot-2025-09-01-at-14.46.16-300x167.png 300w, https:\/\/assets.akaunting.com\/hc\/2025\/09\/11163522\/Screenshot-2025-09-01-at-14.46.16-768x428.png 768w, https:\/\/assets.akaunting.com\/hc\/2025\/09\/11163522\/Screenshot-2025-09-01-at-14.46.16-1536x857.png 1536w, https:\/\/assets.akaunting.com\/hc\/2025\/09\/11163522\/Screenshot-2025-09-01-at-14.46.16.png 2012w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Field Mapping:<\/strong> Match Akaunting fields with your Excel column headers.\n<ul class=\"wp-block-list\">\n<li>The dropdown shows your Excel headers.<\/li>\n\n\n\n<li>An example value is displayed in parentheses to help you choose correctly.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Once the required fields are mapped, click Save.<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>3. Import List<\/strong><\/h3>\n\n\n\n<p>After saving the mapping, you\u2019ll be taken to the Import List page. Here, you\u2019ll see all your previous import operations. For each import, the system shows:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Number of rows imported<\/li>\n\n\n\n<li>Number of errors<\/li>\n\n\n\n<li>Number of updates<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"543\" src=\"https:\/\/assets.akaunting.com\/hc\/2025\/09\/11163436\/Screenshot-2025-09-01-at-14.54.03-1024x543.png\" alt=\"Import List\" class=\"wp-image-3508\" srcset=\"https:\/\/assets.akaunting.com\/hc\/2025\/09\/11163436\/Screenshot-2025-09-01-at-14.54.03-1024x543.png 1024w, https:\/\/assets.akaunting.com\/hc\/2025\/09\/11163436\/Screenshot-2025-09-01-at-14.54.03-300x159.png 300w, https:\/\/assets.akaunting.com\/hc\/2025\/09\/11163436\/Screenshot-2025-09-01-at-14.54.03-768x408.png 768w, https:\/\/assets.akaunting.com\/hc\/2025\/09\/11163436\/Screenshot-2025-09-01-at-14.54.03-1536x815.png 1536w, https:\/\/assets.akaunting.com\/hc\/2025\/09\/11163436\/Screenshot-2025-09-01-at-14.54.03.png 1990w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p><em>\u26a0\ufe0f Click on the \u201cIgnored\u201d count to see why certain rows weren\u2019t processed.<\/em><\/p>\n\n\n\n<p>When the import is complete, you will receive an email notification with a summary of your import and error details, if any.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>The Classic Akaunting Import only allowed importing files that matched predefined Excel templates. With the Import Pro, you can now: This means you no longer need to adjust your existing Excel files to fit Akaunting\u2019s standard structure. Importing Data with Import Pro 1. File Upload This step looks the same as the classic Import module. [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":0,"parent":13,"menu_order":1,"comment_status":"open","ping_status":"closed","template":"","doc_tag":[],"class_list":["post-3503","docs","type-docs","status-publish","hentry"],"acf":[],"_links":{"self":[{"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/docs\/3503","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=3503"}],"version-history":[{"count":5,"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/docs\/3503\/revisions"}],"predecessor-version":[{"id":3551,"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/docs\/3503\/revisions\/3551"}],"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=3503"}],"wp:term":[{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/doc_tag?post=3503"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}