Migrating your invoicing to Qonto is now easier than ever! Whether you need to import your clients, products and services, or past invoices, we have developed solutions to ensure a smooth transition.
This guide explains how to manually or automatically import your data into Qonto. This is available for every pricing plans.
How does the import process work?
Clients
You can import your client list either by:
- Uploading a file in CSV, XLSX, or XLS format (up to 5 MB), or
- Connecting an invoicing integration for automated import. It is a one-time migration, not a synchronization. You can perform the migration multiple times; however, it is not a real-time sync.
Products and services
Currently, these can only be imported by uploading a file in CSV, XLSX, or XLS format (up to 5 MB).
⚠️ Note: For both processes, we will send you an email confirming whether the import was fully or partially successful, detailing any rows or details that could not be imported.
How to import your data?
Importing clients
Option 1: File upload
- Click on Import clients at the top right of the page in your Invoices section.
- Choose By file upload and drag your file into the designated area, or select it from your computer.
- Ensure your file includes a column with company names or first and last names for your clients. This is mandatory. 💡 Pro tip: Double-check your data before uploading to avoid empty rows or mismatched columns.
- Review and match the columns from your file with Qonto’s fields using the dropdown menus provided. Supported fields include:
- Company Name
- First Name, Last Name
- Email Address
- Phone Number
- Address
- Confirm the import. If any rows cannot be imported due to missing data, we will ll notify you via email.
Option 2: Integration with invoicing tools
- Click on Import clients > By integration and select a supported tool from the list:
- Axonaut (Migrate)
- Chargebee
- Evoliz (Sync)
- Horus (Migrate)
- Sellsy
- VosFactures (Migrate)
- Zoho Invoice (Migrate)
- Follow the connection flow and authorize the integration.
- Once the connection is established, your client list will be synced automatically.
💡 Qonto is continuously working on adding more integrations. If your tool isn’t listed, let us know in the Integrations and Partnerships section of your app!
Importing products and services
- Click on Import items at the top right of the page in your Invoices section.
- Upload your file (CSV, XLSX, or XLS format, max. 5 MB).
- Verify that the file includes a column with the name of each item (mandatory).
- Match the columns in your file to Qonto’s fields, such as:
- Item Name
- Description
- Unit Price
- Confirm the import. Any rows with missing data (e.g., item names) will not be imported, and we will notify you by email.
What if my import is only partially successful?
You will receive an email with details about the rows or fields that could not be imported. You can correct the file and try re-importing the missing data.
Can I import invoices from my current tool?
Yes, but only via one of the supported integrations. If your current invoicing tool isn’t listed, you can manually export your invoices as a file and upload them to Qonto.
Why can’t I automatically retrieve or sync invoices from my current tool?
Regular synchronization is available only for users with the Accounts Receivable (AR) Add-on. If your tool does not support syncing yet, feel free to recommend it in the Integrations and Partnerships section of your app.
Can I download my client or item lists from other tools?
Yes, most invoicing tools support CSV export. The export button is typically found in the same section as the client or item list. You can check their documentation or contact their support for assistance.