Switch
Bring your invoices along. Your numbers carry on.
Folnaro takes over customers, products and finalized invoices from the app you use today. It shows you a preview first, and afterwards the totals match to the cent.
Which app are you coming from
- From SumUp Invoices Customers, products, finalized invoices, payments and the original PDFs come along. Recurring invoices arrive too, paused, so nothing goes out twice. That includes accounts that date back to Debitoor. Open the guide
- From Lexware Office From Lexware Office, formerly lexoffice, you take customers, products, finalized invoices, payments and receipts with you. Folnaro reads the lists and the DATEV export you can create there anyway. Open the guide
- From sevDesk From sevDesk you take customers, products, finalized invoices with their cancellations and your receipts with you. Folnaro then checks invoices and receipts separately, to the cent. Open the guide
Export
Folnaro imports straight from these apps
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SumUp Invoices
Formerly Debitoor. Customers, products and invoices as CSV, Excel or JSON, plus the ZIP of original PDFs from the download centre.
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Lexware Office
Formerly lexoffice. The customer, vendor and product lists as CSV, plus the DATEV export, also as a ZIP.
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sevDesk
Contacts, products, invoices and receipts as CSV or Excel. A folder or a ZIP file works too.
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Another app
Bring customers, products and a list of documents over as CSV. Folnaro also recognizes the columns of a FastBill export.
Comes along
What comes along
- Customers and products With address, customer number, payment terms and prices. Vendors from Lexware Office and sevDesk stay on their receipts and do not become customers.
- Finalized invoices with their numbers Invoices, invoice corrections and cancellation invoices stay finalized, with their original number, date and the totals you issued back then.
- Payments What was paid stays paid. Unpaid invoices show up in Folnaro as open items.
- Receipts as expenses From Lexware Office and sevDesk. Folnaro records clear cases at once and puts every other receipt in the receipt inbox for you to check.
Stays behind
What stays in the old app
- Drafts They have no number yet. The report counts them so you can write them again in Folnaro.
- Your access and your exports Retention rules apply to the old app too. Keep the exports and the original PDFs, and keep your access for as long as you can.
How to switch
Move over in four steps
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Export
In the old app, export the lists Folnaro names below the file row. The guide for your app is above.
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Choose
In Folnaro choose File > Import Data…, click Import… in the row of your app, then Choose… and select all files at once.
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Check the preview
Click Show Preview. Nothing is saved yet. You see what is new, what is already there and the sum check per year.
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Import
If everything fits, click Import. Then read the notes of the report. Each one names the document and a next step.
Number ranges
Your next invoice gets the next number
Folnaro finds the highest number in every imported number range and carries on after it. The gap check names every number missing between two existing ones. If a number already exists in Folnaro, the import skips that document and tells you which one it was.
In the help
Checked against the Folnaro importer on
Questions about switching
Can I use both apps side by side for a while?
What happens to my old invoice numbers?
Do I need to buy Folnaro to import?
What if the totals do not match?
Try it with your own numbers.
Free for 30 days, no account and no payment details. Then subscribe or buy once, with the same features.