Data Import

Kelznz

Hi there, I have a client who is 4 months in on using wave and have asked me to provide them support. They have done well to get their business started but unfortunately, they have not setup their wave account very well and appear to have guessed they way around the account. I have recommended that they create new account (which i will help them to do), export the invoice data and cancel the current account.
I would like to know, if we do a global export, close down the current account and setup a new account for them including re correcting their chart of accounts and adding in inventory... will the new account import all transaction data & particularly the previously sent and paid invoices and allow them to continue on from their current invoice sequence? Do you have some recommendations?

Many thanks :-)

Alexia

Hi, @Kelznz,

It won't be possible to import everything directly. There are no features to import product lists or invoice data, and transaction data can't easily be imported from the global export documents. You'll be able to use the customer list from the global export and upload it with minimal modifications. You can find the steps to upload a customer list to Wave, as well as a template in the right format, here [link].

For the transactions, the easiest way to do it is to upload their bank statement. Here's how to do this[link].

We have a guide that might help out. It explains how to switch to Wave from a different system, but it might still help in your case. You can find it here[link].