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How to migrate your invoicing to Qonto?

  • Updated

Migrating your invoicing to Qonto is now easier than ever! Whether you need to import your clients, products and services, or past invoices, we have developed solutions to ensure a smooth transition.

This guide explains how to manually or automatically import your data into Qonto. This is available for every pricing plans, from the web version 🖥️ of your Qonto application.

How does the import process work?

Clients

You can import your client list either by:

  1. Uploading a file in CSV, XLSX, or XLS format (up to 5 MB) via the Client List section, or
  2. Connecting an invoicing integration for automated import. It is a one-time migration, not a synchronization. You can perform the migration multiple times; however, it is not a real-time sync.

Products and services

Currently, these can only be imported by uploading a file in CSV, XLSX, or XLS format (up to 5 MB) via the Products and Services section.

⚠️ Note: For both the import of your clients or products / services, we will send you an email confirming whether the import was fully or partially successful, detailing any rows or details that could not be imported.

How to import your data?

Importing past Client invoices

Option 1: Manual

  1. Click on Import items at the top right of the Client invoices page in your Invoices section, or by drag and drop.
  2. Upload your file (PDF, PNG, or JPEG files).

Option 2: Integration with invoicing tools

From the Client invoices section:

  1. Click on the Activate integrations and tools button 🔌

  2. Press Import clients and clients invoices

  3. Browse and select the integration you use amongst supported tool from the list: Chargebee, Evoliz (Sync), Sellsy, Zoho Inoice (Migrate).

    💡 Qonto is continuously working on adding more integrations. If your tool isn’t listed, let us know in the Integrations and Partnerships section of your app!

  4. Enter your login details for the integration tool to establish the connection.

  5. Manage imported clients and invoices.

Note that is a one-time migration, not a synchronization. You can perform the migration multiple times; however, it is not a real-time sync (only part of the AR add-on).

Importing clients

Option 1: File upload

  1. Click on Import clients at the top right of the page in your Invoices section.
  2. Choose By file upload and drag your file in CSV, XLSX, or XLS format (up to 5 MB) into the designated area, or select it from your computer.
  3. Ensure your file includes a column with company names or first and last names for your clients. This is mandatory. 💡 Pro tip: Double-check your data before uploading to avoid empty rows or mismatched columns.
  4. Review and match the columns from your file with Qonto’s fields using the dropdown menus provided. Supported fields include:
    • Company Name
    • First Name, Last Name
    • Email Address
    • Phone Number
    • Address
  5. Confirm the import. If any rows cannot be imported due to missing data, we will ll notify you via email.

Option 2: Integration with invoicing tools

From the Client list section:

  1. Click on Import clients > By integration and select a supported tool from the list:
    • Chargebee
    • Evoliz (Sync)
    • Sellsy
    • Zoho Invoice (Migrate)
    • 💡 Qonto is continuously working on adding more integrations. If your tool isn’t listed, let us know in the Integrations and Partnerships section of your app!
  2. Follow the connection flow and authorize the integration.
  3. Once the connection is established, your client list will be synced automatically.

Note that is a one-time migration, not a synchronization. You can perform the migration multiple times; however, it is not a real-time sync (only part of the AR add-on).

Importing products and services

  1. Click on Import items at the top right of the page in your Invoices section.
  2. Upload your file (CSV, XLSX, or XLS format, max. 5 MB).
  3. Verify that the file includes a column with the name of each item (mandatory).
  4. Match the columns in your file to Qonto’s fields, such as:
    • Item Name
    • Description
    • Unit Price
  5. Confirm the import. Any rows with missing data (e.g., item names) will not be imported, and we will notify you by email.

What if my import is only partially successful?

You will receive an email with details about the rows or fields that could not be imported. You can correct the file and try re-importing the missing data.

Can I import invoices from my current tool?

Yes, but only via one of the supported integrations. If your current invoicing tool isn’t listed, you can manually export your invoices as a file and upload them to Qonto.

Why can’t I automatically retrieve or sync invoices from my current tool?

Regular synchronization is available only for users with the Accounts Receivable (AR) Add-on. If your tool does not support syncing yet, feel free to recommend it in the Integrations and Partnerships section of your app.

Can I download my client or item lists from other tools?

Yes, most invoicing tools support CSV export. The export button is typically found in the same section as the client or item list. You can check their documentation or contact their support for assistance.