Import and export

There are many different registers or data that can be imported or exported from Visma eEkonomi Smart. You will find a complete list of available options under Settings - Import and export in the program.

You can export a register, make updates to it, then import the file into Visma eEkonomi Smart again. You may want to do this, if you for example want to add or change articles, suppliers or information about your customers.

If you simply want to get an overview of different aspects of your business in Visma eEkonomi Smart there are a number of reports available for print under Accounting - Reports in the program. Read more about these in Reports.

SIE 4 file
Chart of accounts in CSV file format
Article, cost centre, customer and supplier records in CSV file format
SIE 4 file
Chart of accounts in CSV file format
Article, cost centre, customer and supplier records in CSV file format
File exports to Skatteverket for ROT/RUT work
File exports to Skatteverket for green technology
Payment files for purchase invoices

This option is only available when you have cancelled your subscription for Visma eEkonomi Smart. The file created is a zip file and contains the following company data from the program:

  • Source document images

  • Kundfakturor

  • Received e-invoices

  • Reports (balance sheet, profit and loss report, and ledger)

  • SIE files

You can choose which of these you want to export and for which financial years.

To obtain a correctly formatted CSV file that you can use to enter records in, proceed as follows:

  1. Choose to export the same type of register as you wish to import. Read more in the topic Import or export records (CSV file).

A comma-separated CSV file with the exported information is then created.

  1. Replace the exported information with the information you want to import into the different fields of the CSV file, using the same format.

The file can now be used for importing records.

  1. When you create the file, you give it a name and decide where it should be saved on your computer.

If you are new to Visma eEkonomi Smart, this is where you find out how to import files from another accounting software to Visma eEkonomi Smart.

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