Your previous accounting program should support exporting data to Excel format. You only need to generate a list of clients with the necessary data. To import data into the program, the steps you must follow are: Settings → Data importSelect the desired data import item and click "Next step". Download and fill out the templateDownload the Excel template by clicking the "Download template" button. Fill out the file by copying data from your existing file. Note. In the downloaded Excel template, mandatory fields are marked with a red “*” in the Excel table next to the field name. Unmarked fields are not mandatory. Once you have filled out the downloaded Excel table, click the "Next step→" button. In the "File" field, drag and drop the filled-out file or click to select a file from your computer. Once the data is successfully imported, a message on the screen will confirm it.