Migration guide
Move your data from FreshBooks
FreshBooks does not accept requests from a browser on a key you can create, so its data comes across by its own export file. You drop the file, see how the columns map, and each record lands once.
What moves
What comes across
Isithombe samakhonto
Lands in Calisto as Records · 12 fields
Your accounts, with their codes and types. Bring these first: everything else names them.
Customers
Lands in Calisto as Contacts · 15 fields
The people and companies you invoice.
Suppliers
Lands in Calisto as Contacts · 15 fields
The people and companies who bill you.
Isilinganiso somthengisi ngesikhathi sokushintsha kwakho
Lands in Calisto as Records · 10 fields
Every account’s balance on the day your books start in Ledger. It becomes your opening balances.
Izibhaliso ezingakhokhwe kulelo sikhathi sokushintsha
Lands in Calisto as Invoices · 15 fields
Invoices customers still owe you on the switch date, with what is left to pay. They are already in your trial balance; a payment after the switch clears them.
Amaphutha angakhokhwe ngesikhathi sakho sokushintsha
Lands in Calisto as Bills · 15 fields
Bills you still owe on the switch date, with what is left to pay. They are already in your trial balance; a payment after the switch clears them.
Umlando weJurnali
Lands in Calisto as Records · 12 fields
Journal lines, if you want your history in Ledger. Lines dated before your switch date are kept for reference (your trial balance already holds them); later ones post.
Export file
Exporting from FreshBooks
- In FreshBooks every report exports with More Actions › Export for Excel (a CSV). Each export covers one currency: export once per currency you use.
Before your first import you accept the Data Import Terms: you bring your own data with credentials you hold, and Calisto acts as your processor. Calisto never contacts the vendor for you and never sees your key. Read the terms