Import from SuperFaktúra, iDoklad and CSV

Vystav reads CSV files from any program. You do not need to change column names or delimiters: it recognises commas, semicolons and tabs, and maps the columns automatically. You see a preview before anything is saved, and nothing is saved until you confirm the import.

Download CSV from your old program

SuperFaktúra

Export the list of issued invoices to CSV or Excel. SuperFaktúra's help explains where to find the export.

iDoklad

Download issued invoices through Sales › , Invoices › , Export. Select the columns containing the number, customer, dates, amounts and payment.

Contacts and product catalogue

The contact or product list usually has an Export to CSV or Export to Excel option. Open an Excel file (XLSX) and save it as CSV.

Upload it to Vystav

1. In Settings › , Data, click Go to import.
2. Select what you are importing: contacts, product catalogue or issued invoices.
3. Click Choose CSV file, or paste the file contents into the field, and then click Load and check.
4. Check where each column will be saved. Required fields have an asterisk. If you change a mapping, click Recalculate preview.
5. The preview shows how many records will be saved, which rows will be skipped and why. Confirm the import using the button showing the record count, such as Import 120 records.

Rows missing a required value are not saved. Vystav skips records you already have and lists them after importing. The Free plan allows up to 25 contacts and 25 catalogue items.

Issued invoices

• Invoices are transferred with their numbers, dates and amounts as already issued. Nothing is sent to anyone, and they do not consume the monthly document allowance. On the Free plan, however, you can import them only while you have not exhausted that month's allowance of 10 documents.
• Paid amounts are recorded as payments.
• Vystav creates customers you do not yet have using their name and company registration number.
• Items are not transferred: each invoice receives one line with the amount. Vystav will not import an invoice with multiple VAT rates if its amounts do not correspond to a single rate.
• The required columns are invoice number, customer, issue date and amount including VAT.