Preview before import
Every row is validated first. See name, price, HSN, GST, and errors in a table — nothing silent fails.
Switch without starting over
Bring your history with you
Products, parties, opening balances, and past bills — in one guided hub.
Leaving Tally, Vyapar, spreadsheets, or another billing app? Simple Bills has a Migration hub inside the app. Paste CSV, preview every row, fix errors before import, and keep your books continuous from day one.
In the app: Sign in → Company setup → Migration hub. Each step has Import CSV, Download sample, and a link to the matching list. Up to 100 rows per file — split larger exports into batches.
The switch most owners dread
Re-entering every product, every customer balance, and last year's invoices by hand — or paying someone to do it — is why teams delay moving to better software.
Products with HSN
Import name, sell price, cost, quantity, HSN code, GST rate, and unit — HSN is saved when you provide it.
Customers & vendors
Parties with phone, address, GSTIN/PAN, and opening balances where you have them.
Opening balances
Cash, bank, stock value, customer dues, and vendor payables in one CSV — posted to your books.
Historical invoices & purchases
Past bills grouped by reference — posts to ledgers and GST history without changing current stock.
Payments & journals
Record payments against imported refs, or post adjustment journals — debits must equal credits.
Recommended import order
Follow this sequence so names and refs exist before dependent rows import.
- Products — items you sell (with optional HSN and GST rate)
- Customers — buyers; include opening_balance if they already owed you
- Vendors — suppliers you buy from
- Opening balances — cash, bank, inventory value, customer dues, vendor payables
- Historical invoices — one row per line item; same invoice_ref groups into one bill
- Historical purchases — past supplier bills; same purchase_ref groups lines
- Historical payments — if not recorded inline on invoices/purchases
- Journals — manual adjustments; lines grouped by journal_ref
Free sample CSV templates
Match these column headers in your export — or download and fill them in.
- Products — name, sell_price, purchase_price, quantity, hsn_code, gst_rate, unit
- Customers — name, phone, address, pincode, state_code, gst_number, opening_balance
- Vendors
- Opening balances
- Historical invoices
- Historical purchases
- Historical payments
- Journals
Built for a safe cutover
Your live stock and day-to-day workflow stay protected while history comes in.
- Historical invoice and purchase imports post to books but do not move current stock
- Dates must fall within a financial year you created in Simple Bills
- Success and error messages after every import — fix rows and re-import batches
- Keep your old software read-only for past GST returns and audits
- Spot-check receivables, payables, and stock against your old system after import
Switching this quarter?
We'll help you map export columns from your current software — book a 20-minute walkthrough.
Book a demo