Move to Kluvan

This list importer handles lists and opening balances. For historical journals and paid, partly paid or unpaid invoices and bills, use historical accounting migration. Choose one method for each opening party balance: do not import it here as well as through historical documents. Keep the source system for reference; native vendor histories and every old payment event are not automatically converted.

Start with how import works, then follow the guide for the program you are leaving, or try Kluvan with sample data first.

• Import your lists with Bring your dataHow Kluvan reads an Excel or CSV file, maps its columns, checks every row, shows a dry run and imports only when you say so.
• Undo an importTake back an import within 30 days. What it added goes, what it changed goes back, and records you used since are kept and listed.
• Import from Excel with our templatesDownload an empty Excel or CSV template for products, customers, suppliers or opening stock, fill it, and bring it back with opening balances.
• Move from QuickBooksExport your items, customers and vendors from QuickBooks to Excel or CSV and bring them into Kluvan with their opening balances.
• Move from XeroExport your products, customers and suppliers from Xero to CSV or Excel, add each balance, and bring them into Kluvan.
• Move from Zoho Books or Zoho InventoryExport your items, customers and vendors from Zoho to CSV or Excel, add each balance, and bring them into Kluvan.
• Move from OdooExport your products and contacts from Odoo to CSV or Excel, add each balance, and bring them into Kluvan with your opening stock.
• Bring historical accounting into BooksEarly accessImport balanced historical journals and supplier or customer documents with reviewed mappings and reconciliation.
• Connect a live Google SheetEarly accessImport a reviewed Google Sheets range, monitor new rows and keep control of changes to existing records.
• Move from DaftraExport your products, clients and suppliers from Daftra to Excel or CSV, add each balance, and bring them into Kluvan, Arabic headings included.
• Product data transfersMove your products, customers and suppliers between workspaces. Start in the source workspace, then review the data in the destination before importing.
• Try Kluvan with sample dataFill a new organisation with sample products, customers and suppliers in one click to see how Kluvan works, then remove it in one click.
• Import services and appointments into BookingsBring your bookable services and upcoming appointments into Bookings from a CSV, TSV or Excel file built on the template headings.
• Update products from a fileExport every product to CSV, change prices or details in Excel, and bring the file back to update your products in one go.