How to import data into the Site.pro system?
Your previous accounting system should support exporting data to Excel format. You only need to generate a customer list with the required data. To import data into the system, follow these steps: Settings → Data import Select the required data import type and click “Next step”. Download and fill in the template Download the Excel template by clicking the “Download template” button. Fill in the file by copying data from your existing file. Note. In the downloaded Excel template, required fields are marked with a red “*“ next to the field name in the table. Non-marked fields are optional. After filling in the downloaded Excel sheet, click the “Next step →” button. In the “File” field, drag and drop the completed file or click to select it from your computer. Once the data is successfully imported, a confirmation message will appear on the screen.
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Accounting Software

How to import data into the Site.pro system?

Your previous accounting system should support exporting data to Excel format. You only need to generate a customer list with the required data. To import data into the system, follow these steps:

  1. Settings → Data import

    2. Select the required data import type and click “Next step”.

    Selecting the customers module and clicking the arrow to proceed to the next step
  2. Download and fill in the template

    3. Download the Excel template by clicking the “Download template” button. Fill in the file by copying data from your existing file.

Downloading the Excel template

Note. In the downloaded Excel template, required fields are marked with a red “*“ next to the field name in the table. Non-marked fields are optional.
Required field in Excel tabl.

After filling in the downloaded Excel sheet, click the “Next step →” button.

Next step button after filling the template

In the “File” field, drag and drop the completed file or click to select it from your computer.

File upload instruction for customers import

Once the data is successfully imported, a confirmation message will appear on the screen.

Successful data import

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