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Import data — bring your history with you

Switch from any billing software or spreadsheets — import masters and historical transactions into Simple Bills. For the full story (including Export my data), see the Import data feature page.

Import data overview
In the app: Sign in → Company setup → Import data. Paste CSV (up to 100 rows per file), preview, then import. Split larger exports into multiple files. Need a backup? Use Export my data.

This page is the column reference. Start with the primary overview: Import data.

Recommended import order

  1. Products
  2. Customers
  3. Suppliers
  4. Opening balances (cash, bank, stock, dues)
  5. Historical invoices
  6. Historical purchases
  7. Historical payments (if not paid inline on invoices/purchases)
  8. Journals (adjustments)

Products CSV

Columns: name, sell_price, purchase_price, quantity, hsn_code (optional), gst_rate, unit. HSN is saved when provided — leave blank if you do not have it yet.

Sample CSV templates

Opening balances CSV

Use column line_type: cash, bank, inventory, customer_due, or vendor_payable (supplier payable). Bank rows need bank_name and account_number. Customer and supplier due rows need names that already exist in Simple Bills.

Export my data

From Company setup you can also Export my data — download a backup for your records or before moving companies. See Export my data on the Import data page.

Historical invoices & purchases

One CSV row per line item. Rows with the same invoice_ref or purchase_ref become one bill. Dates must fall within a financial year you created in Simple Bills. Historical imports post to your books but do not change current stock.

Historical payments

document_type is invoice or purchase. document_ref must match the ref you imported (e.g. OLD-INV-1001).

Journals

Lines grouped by journal_ref. Use account_code from your chart of accounts. Total debits must equal total credits per journal.

After you import

  • Spot-check receivables, payables, and stock against your old system.
  • Keep your previous software read-only for past GST returns and audits.
  • Run new sales and purchases in Simple Bills from your go-live date.

Need help?

Book a walkthrough — we will help you map your export columns. Contact us or call +91 70961 20201.