Skip to main content
All CollectionsIntegrationsAccounting SystemsAcomba
Transfer transactions from Plannit to Acomba
Transfer transactions from Plannit to Acomba

Procedure for exporting Plannit transactions for import into Acomba

Caroline Pelletier avatar
Written by Caroline Pelletier
Updated over 10 months ago

Export data for a defined period

  1. Click on Filters

  2. Enter your period in Transaction date

  3. Click Apply and the list of sales transactions (i.e. invoices sent) will appear.

  4. Select the transactions you wish to export by ticking the boxes (or tick the box to the left of Transaction date to select all) and click Export. The file will download to your computer.

Import data to Acomba Acomba

Important:

Make sure your Acomba is closed before proceeding with the next steps.

  1. Go to the download folder to locate the file with the name GLIMPORT.001.

  2. Copy this file using the right mouse button.

  3. Click on Computer, then click on the directory where your Acomba import folder is located (either on C:, D:, etc.) and click on the F1000.dta folder to open it.

    Right-click to paste the GLIMPORT.001 file.

  4. The GLIMPORT.001 file is now in the Acomba Import folder.

  5. Reopen Acomba so that the file can be imported automatically. Check the options and click on the desired import option (see below):

  6. Choose whether or not to convert to uppercase-lowercase

  7. Your import into Acomba is now complete.

Did this answer your question?