Import your data from Excel or another system

Open Settings → Data import. Download a ready template, or upload your old system's export as it is.

Recommended order

1. Chart of accounts
2. Customers, then Suppliers, then Products and services
3. Opening balances
4. Open customer invoices and Open supplier bills

Steps for each type

1. Upload: Excel (.xlsx) or CSV.
2. Match columns: columns are matched from their titles; check each one and change it if needed.
3. Review: every row shows its state: new, duplicate, or an error with the reason. Nothing is saved before this step.
4. Import: the valid rows are added, and the run is kept in Import history.

Tips

• Start with a small file (10 rows) to check the matching.
• Numbers and dates are accepted in Arabic or Latin digits and are always stored in Latin digits.
• Imported open invoices are balances carried over from your old system: they are not sent to ZATCA and are not part of the VAT return, because they were issued there.
• Any import can be undone from the history as long as its records have not been used yet.