Zacc's documentation

Importing & Exporting data

Import operations from another software via a CSV file or export data (documents to PDF or operations to CSV).

Importing data

To import data from a CSV file:

  • Go to the Expenses view and click on the import button

  • Select the CSV file to import the data from
  • Configure the options matching the CSV file you chose

  • Match the fields of the CSV file with Zacc’s field

  • Done

Exporting documents

To export documents:

  • Go to the Expenses view and click on the export button at the bottom left of the view

  • Choose whether to export documents from the selected operations or from a time range
  • Select the desired options in the screen that appears

  • Select the destination file (documents regrouped) or folder (documents not regrouped)
  • Done

Exporting data (operations)

To export data to CSV:

  • Go to the Expenses view and click on the export button at the bottom left of the view

  • Choose whether to export data from the selected operations or from a time range
  • Select the desired options in the screen that appears & click on “Export…”
  • Select the destination file
  • Done