Imports

Bring old data in without damaging the ledger.

Imports should use mapping, validation, preview, idempotency, and audit history before data becomes accounting state.

Import types

Support the most important migration and daily upload paths.

Opening balances

Customers

Vendors

Invoices

Bills

Journal entries

Every import should be understandable before it applies.

Column mapping

Validation preview

Error rows

Duplicate checks

Tax checks

Account checks

Applied imports need recovery and evidence.

Idempotency

Job status

Retry

Audit event

Source file

Rollback plan