Switching from Bexio? Bring your data along instead of starting from scratch. You export a few files from Bexio, add them to a migration in nullish, and run it.
What you can bring
Section titled “What you can bring”| File | From Bexio as | What it brings |
|---|---|---|
| Chart of accounts | .xlsx | Your accounts, including the ones you added yourself. |
| Clients | .csv | Your clients and their contacts. |
| Opening balances | .xlsx | The balance of each account on a given date. |
| Journal | .xlsx | Every entry you booked, one by one. |
| Invoices | .xlsx | Your paid invoices, linked to their entries in the journal. |
You don't need all of them. Exports in German, French, Italian and English all work.
Opening balances or journal?
Section titled “Opening balances or journal?”They answer two different needs.
Opening balances are a snapshot: what each account held on one date, e.g. on 1 January. nullish books them as a single opening entry. Choose them when you want to start fresh in nullish from that date and leave the history in Bexio.
The journal is the history: every entry, with its date, accounts, amounts and VAT. Choose it when you want your past years in nullish too, to see their reports, look up an entry or prepare a VAT declaration.
Most of the time, you pick one or the other.
Bring your invoices for VAT
Section titled “Bring your invoices for VAT”If you import the journal, you could also import your invoices: nullish uses them to calculate your VAT declaration correctly.
Only paid invoices are imported. Keep your open invoices in Bexio until they're settled, or create them in nullish.
Before you start
Section titled “Before you start”The migration doesn't create your years or your VAT setup, so prepare them first:
- Periods: one period for each year your journal covers, and for the date of your opening balances. They must be open.
- VAT: if your entries carry VAT, your VAT number and methods for each of those years.
If something's missing, nullish tells you exactly what, e.g. which years need a period.
Export from Bexio
Section titled “Export from Bexio”- Chart of accounts: go to All settings → Accounting → Chart of accounts and click the Export as Excel icon.
- Clients: go to Exports → Contact list.
- Opening balances: go to Accounting → Reports → Balance sheet, pick the date under Balance sheet on and leave Only show opening entries unticked.
- Journal: go to Accounting → Reports, select the Fiscal year and click the Download as Excel File icon.
- Invoices: go to Sales → Invoices and click the Export current list icon, the one that looks like a download button.
Run a migration
Section titled “Run a migration”The Migrations menu is only visible to admins.
Go to Migrations, choose Start a migration and pick Bexio as the source.
Choose Add a file for each export and pick its type. For the opening balances, also enter the date they apply to.
Choose Run the migration.
A migration is all or nothing: either everything is imported, or nothing is and nullish tells you why. Fix the issue, for example a missing period, and choose Run it again.
Migrate in batches
Section titled “Migrate in batches”You don't have to bring everything at once. Each file can be up to 500 KB, so a long history usually comes in several pieces:
- Several journal files in one migration: export the journal year by year, or quarter by quarter, and add them all.
- Several migrations, one after the other: e.g. accounts and clients first, then one migration per year with its journal and invoices.
Later migrations build on earlier ones: accounts you already have are reused, clients are matched by name, and invoices find their entries even when the journal came in an earlier migration.
After the migration
Section titled “After the migration”Your imported entries are marked as migrated and can't be edited, so your history stays exactly as it was in Bexio.
If the closing entries of your past years came along in the journal, close those years with Only mark it as closed, so nothing is booked twice. See periods and year-end closing.