Bring your data across

How importing works here

Every other accounting product can hand you a CSV. None of them agree on what to call the columns inside it — and the same product spells them differently by region, by product line, and by which columns you happened to tick on the way out. So this importer does not assume. It reads your file, matches each column against the names those products are known to use, shows you what it matched, and lets you correct anything it got wrong before a single record is written. The guess saves you time; the check in step 3 is what makes the import correct.

Your data does not leave your device

The file never goes to a server. Your browser reads it, parses it in the page, and writes the records to the same local storage the BizziKit tools already use. That is the same reason the rest of BizziKit works offline, and it is why there is no account to create. It also means the data lives in this browser on this device — back it up from the dashboard if you want a copy you can move.

What gets matched to what

• Customers & contacts land in the CRM, with addresses kept in the notes field.
• Invoices land in the Invoice Builder as saved invoices you can open, edit and re-issue.
• Products land in the Inventory Manager with quantity, sell price and cost price.
• Expenses land in the expense tracker, with the account name mapped onto the closest category.

Things worth knowing before you start

• Most invoice exports are summary-level. Wave's and FreshBooks' standard invoice CSVs give you one row per invoice with a total, not the individual line items. An imported invoice therefore carries a single line for the total, which keeps the figures right even though the original breakdown was never in the file.
• Dates are ambiguous more often than people expect. 03/04/2026 is the 3rd of April in Australia and the 4th of March in the United States. If your file contains any date where the first number is above 12, that settles it and no question is asked. If it does not, step 3 asks you rather than guessing and quietly shifting every date.
• Duplicates are checked before anything is written — on email for contacts, invoice number for invoices, SKU for products, and date plus amount plus description for expenses. You decide whether to skip, overwrite or import anyway.
• Everything is reversible. A snapshot is taken immediately before the write, so one click undoes the whole import if it is not what you expected.

Read the export instructions for your current app →