In order to import data from e.g., other accounting software or Excel, please read this description thoroughly.

A successful import will save you much time, but it is important that the data is configured correctly beforehand. Data can be imported for suppliers, customers, products, budget figures and day books. To be imported data must be configured correctly in Excel or other software that enables you to save in comma delimited (csv) format.

Read more about saving information into an excel comma delimited (CSV) format file

Import of customers and suppliers
Product lists
Budgets
Bank Statements
Import your own Chart of Accounts
Importing day book entries
Importing opening/closing balances
importing-manual-invoices

1.For supplier data: Click ‘Bookkeeping’ > ‘Supplier list’
For customer data: Click ‘Invoice’ > ‘New quotation/order/invoice’
For product data: Click ‘Invoice’ > ‘Other setup > Product list’
For budget figures: Click ‘Bookkeeping’ > ‘Chart of accounts’
For bank statements:

a.Click ‘Bookkeeping’ > ‘Bank’ > ‘Bank reconciliation’\\
b.Select the cash account to reconcile above the ‘Bank’ section\\ 

2.Click ‘Load file’ (or ‘Import’) to the right above the list area

3.Click ‘Browse’

4.Select the desired CSV file

5.Click ‘Open’

6.Click ‘Load file’
Note that the import may take a while depending on the amount of data.

7.Define import template
Template: The first time you import data, you can only select ‘Save as new’. When you have created several templates you can select these from the drop-down list.
Name of new: Save the selected settings by naming the template.
Skip rows. Column headings and other initial text cannot be imported. Enter the number of rows (counted from the top of the file) that should be skipped when loading data.

8.Set up the data for import
Source file: Shows the data to be imported.
Load: Bold column headers indicate mandatory information. Further information is optional.
Load from: Indicate which data to import and where to place it:
Select “Fixed value” to apply the same value to all imported data. E.g., to include all imported suppliers in the same group.
Note that ‘fixed value’ cannot be used for bank statements.
Select “None” if this data is not in the source file, or if you do not want to import it.
Select “Column [n]” to enter the column in the source file that should be inserted.
Update existing: Check this to update existing data in e-conomic. If left unchecked, new data for any given supplier (/customer/ product) will be skipped.
Note that as settings are defined, data from the source file appears under Load > Data
9.Click ‘Import data’

For suppliers/ customers
Create new items: Tick this to load new suppliers (or customers). Leave empty if you are updating data for existing customers in E-conomic.


For budget figures
Convert sign into +/-:
Income must be imported as credit amounts (negative amounts) and expenses as debit amounts (positive amounts). If the income in the source file is in positive amounts and the expenses are negative amounts, convert them by ticking ‘Convert sign into +/- ‘.

For day book entries
Convert sign into +/-:
Withdrawals from bank accounts will be viewed as credit entries in the day book if the bank account has been selected as the contra account. In order to convert the entries so that they are debited to the relevant expense accounts and credited to the bank account, tick ‘Convert sign into +/- ‘.

For products
Create new items: Tick this to load new products. Leave empty if you are updating data for existing customers in E-conomic.
Create missing units: Tick this to automatically create any units in the data (e.g., l (litre), m (metre)) that have not been defined in E-conomic. Such units must be in separate columns (i.e., ‘km’, not ’10 km’).

For bank statements:
‘Always import, even if the combination of date, text and amount corresponds to an existing bank statement entry’: Tick to allow the same entry to be loaded several times, e.g., several payments with the text ‘payment’ – but from different customers.