Document import and export software

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Import and export

Import and export your accounts, logbooks, invoices, estimates, delivery notes, customers and suppliers and product and service catalogs.

Import

Import your invoices

In the "Accounting" tab of the start menu, click "Import" to upload all your invoices and other expenses to an Excel file in Contasimple. To start importing, choose the type of data you want to import in the drop-down menu. Drag the file to the blank box and click "Continue".

Import your invoices

Import your accounting

Import your accounting

If your suppliers are working with Contasimple, you can automatically import their invoices by clicking on the import link at the bottom of the invoice, or by entering the import code at the bottom of the URL.

Import your product and service catalog

In the "Catalog" module of the top menu, go to the "Import" section. With a single file you can import all your products and services. Choose the option to import them with or without stock control.

Import your product and service catalog
Import your customers and suppliers

Import your customers and suppliers

In the customers and suppliers module of the top menu, access the "Import" section. Choose from the drop-down meny if you want to upload customers or suppliers and drag your Excel file to the white box.


Export

Export your accounting

Under the "Accounting" tab, click "Export" to download all the accounting data you need, either in logbook format or for others, click "Advanced Export." Within this option you can choose the records to be exported: invoices issued, invoices received, expenses and investment goods, estimates, delivery notes, or customers or suppliers. Choose the format in which you want to export your information. You can also download each document individually in pdf format by clicking on "Export or print in pdf" from the list of the record in question.

Exporta tu contabilidad

Export your logbooks

Export your logbooks

Keep your accounting up to date with Contasimple and easily export your logbooks. You can export:

  • Sales and revenue logbook: Issued invoices and other revenue.
  • Purchase and Expense Record Book: Invoices Received and Other Expenses.
  • Investment goods book: Depreciation of assets with a useful life of more than one year.

Export your customers and suppliers

In the customer and supplier module, you can download all the information of your customer or supplier by selecting "Download vCard".

Export your customers and suppliers
Export your reports

Export your reports

With Contasimple you can export various reports, including:

  • Profit and Loss Report: by keeping your accounting up to date, you can export your profit and loss report with all your accounting information in one click.
  • Working hours report: by carrying out the time control with Contasimple, you can easily export the working hours report of your workers from the "working day" module.

Export to WoltersKluwer a3ASESOR

If you use the a3ASESOR program, with Contasimple you can easily export all your documents for easy import into a3ASESOR.

Export to WoltersKluwer a3ASESOR
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Cegid is one of the main players in business management solutions in the cloud for Finance (ERP, treasury, taxes), Human Resources (Payroll, Talent management, Time management), Accounting, Retail, Entrepreneurs and Small Businesses.

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Contasimple is a product of Grupo Primavera, a Cegid Company    C /Marina 16-18, planta 8, Torre Mapfre, 08005 Barcelona, CIF B67119594, T 932 933 806
Contasimple S.L.U. is a company registered in the Mercantile Registry of Barcelona in volume 46203, folio 76, sheet B-512849, inscription 1.