The people and products
Customer lists, suppliers, and product records help establish the business you will work with in Kontab.
A FRESH START. WITH YOUR HISTORY.
Your records. A new home.
Bring the starting information your business needs into Kontab, with a migration approach that fits the records you have.
Spreadsheets
PDF records
Notes & documents
Other accounting software
Legacy data
Migration
Hub
Business records
CustomersContacts & details
InvoicesSales & balances
ExpensesCosts & receipts
ReportsBusiness summaries
One organized system.
Your business records, brought together.
Generic spreadsheets, PDF records, documents, other accounting software and legacy records flow through Kontab’s Migration Hub and emerge as organized business records. This conceptual illustration does not show the software workflow or promise direct imports for every format.
THE MOVE, STEP BY STEP
See your move take shape.
Follow one example business through the actual Migration Hub. Explore each step at your own pace.
1. Give your move a clear starting point.
Choose when you will start keeping your books in Kontab. Your Migration Hub brings the remaining tasks together in one checklist.
One starting date. A clear list of what comes next.Set up. Screen 1 of 5.
Actual light-mode screens and native Kontab exports · Demo records
Example records from a demo business. The tasks and review required depend on your migration approach.
What can you bring?
Use the templates and record types available in your Migration Hub session. Your plan, starting position, and selected approach determine the available imports.
Your opening position
Prepare bank balances, amounts customers owe, amounts owed to suppliers, stock on hand, and other opening figures as at your chosen starting date.
Additional records
Outstanding invoices and bills, fixed assets, and certain history imports are available for compatible migration setups. Confirm the scope before preparing large exports.
Spreadsheets are a starting point.
Structured imports use the CSV templates provided in the hub. PDF records, scans, and notes can help you prepare and review figures; they are not a promise that every document can be imported automatically. Export records from your previous software instead of assuming a direct connection.
BEFORE YOU BEGIN
A little preparation helps.
- Choose your starting date.
Agree the date and opening figures with your accountant. Keep a backup of the original records.
- Gather and organize.
Export lists and balances. Remove duplicates, check names and currencies, and keep documents that explain the figures.
- Map and review.
Match your information to the available templates. Resolve flagged issues and reconcile totals before confirmation.
- Confirm the opening picture.
Complete the review and sign-off required for your migration setup. Keep the source records for future reference.
Assistance, timing, and any charges depend on the scope. Tell us what you are moving so we can confirm the right approach.
YOUR NEXT CHAPTER
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