Import or export records (CSV file)

To be able to import records to Visma eAccounting Smart, you have to use a comma separated CSV file, that is also formatted in a certain way. The formatting and information in the file correspond to the fields you can find in the program, and works as a sort of key to connect the data you enter with those fields.

The smoothest way to get a correctly formatted CSV file is to create an export from your current record in Visma eAccounting Smart, and use that file as a template for the import. The file is then automatically created in the correct format and look, and you can easily just enter the information that you want to be imported.

Is your record empty?

Note that you can’t export a CSV file from an empty record. Instead you have to first add an object, such as an article, customer, supplier, depending on what record you want to import. Have a look at these topics if you want to know how: Create article, Add customer, Add supplier.

Export record and create a correctly formatted CSV file

  1. Select Settings - Import and export.
  2. Select which record you want to export.
  3. Select New export.
  4. Select if you want to include inactive posts or not.
  5. Select Export.

The export has now been downloaded as a CSV file to your computer. You can easily use the CSV file as a template to import your record. Read more about how to add the information correctly in one of the related topics sections on the bottom of the page depending on what record you want to import to.

After you have entered the information in the CSV file, you can easily import it by following the steps below.

Import record with a filled in CSV file

  1. Select Settings - Import and export.
  2. Select which record you want to import the file to.
  3. Select New import.
  4. Follow the guide to complete the import.