Business • 10-10-2015
Learn how to take your historical data along when switching to Xena. It is easier than you think!
Time for a new accounting and invoicing system?
We admit it is no fun to switch accounting system. It demands a whole set of new routines. And what about the old data? Does it have to be re-entered? In Xena the answer is no!
There are a lot of good reasons to switch to Xena. For example the automatic voucher registration, inventory control, handling of files, or just the fact that Xena is available everywhere.
How to get started? Here are a few good advises for a smooth transition to Xena.
The Archive in Xena
When your user account and first fiscal setup is created in Xena you are ready to get started. But one of the things we get asked about is how to get the "old" data into the system.
In response, we have created an archive in Xena. It is located in the menu Company > Archive.
The Archive can automatically get your data from other providers of accounting software. Actually, you can import data from any other system, from where you can pull the data as text files.
The following can imported to Xena’s Archive:
How the Archive works
The Archive is the place for all your historical data. They will not be imported directly into your new fiscal in Xena. But when you have uploaded your old data to the Archive, you have the following options:
Help switching to Xena
We will be happy to help you. Contact support via online chat or email. We answers all inquiries. Also, if you have some questions before you decide.
We also happily help you with the practical things to get started in Xena. It only requires you to sign up for Xena Premium.
Tips for you who are planning switching to Xena
We have worked hard in making the transition to Xena as smooth as possible. With the Archive in Xena you can bring along all your old data into your new accounting system and get on with it.
Want to try Xena for yourself?Create account