Data migration
Import data from another system
Export complete records from the old system and keep an unchanged backup. Start with a small representative file. Issued invoices require their original PDFs; a missing original blocks the import preview.
Prepare the source
Export complete records from the old system and keep an unchanged backup. Start with a small representative file. Issued invoices require their original PDFs; a missing original blocks the import preview.
Use Migration Center
Dry runs do not change your data and can be repeated. On the Starter plan only the final import counts.
- Open Migration Center and choose KingBill, sevDesk or a CSV file.
- Upload the supported export files or connect an available provider.
- Review the dry run: field mapping (CSV), rejected rows and duplicates.
- Approve the dry run once it shows no rejected rows. The import is applied completely or not at all.
Reconcile the result
Compare customer links, invoice numbers, dates, currencies, net/VAT/gross totals, paid amounts and PDF hashes with the source. Check imported, skipped and rejected counts after every batch.
Important
Expected result and recovery
Approved records appear in their destination lists and the batch reports its reconciliation counts. The dry run lists every rejected row with its line number and reason. Correct the source file or mapping and start a new dry run; records that were already imported are recognised and skipped.