Migrate data from freee, Money Forward and Yayoi
You can now load files exported from freee, Money Forward or Yayoi to move journal entries, companies and employees into Bookmi. You can review the data on screen before importing it.
What's new
- Import from the Journal entries, Companies and Employees tabs on the Data migration (from freee, Money Forward, Yayoi) screen.
- When you choose the software you're moving from, we show you how to export from it. CSV, text and Excel (.xlsx / .xls) files are supported, in either Shift_JIS or UTF-8.
- Before importing, you can review and change row-by-row errors and warnings, how accounts and tax categories are mapped, and how to handle companies with the same name as existing ones.
- Imported journal entries can be undone later with Undo this import. You can see your history in Past imports.
- The Opening balances screen in Accounting explains the order to follow when switching from other software (opening balances first, then the current year's journal entries).
- After importing employees, you can send invitation emails to members who haven't been invited yet.
Who it's for
- Industries: all industries (importing journal entries requires Accounting permissions; importing employees requires company administrator permissions)
- Screens: Import from other software in Accounting's Export, and Import on the customer and employee lists
How to use it
- In Accounting's Export, click Import from other software (for companies and employees, you can also open it from Import on each list).
- Choose the tab you want, select the software you're moving from, and upload the file.
- Review the data, then import it.