Pre-Flight Simulation
All imports run pre-flight validation showing Trial Balance, P&L, and Balance Sheet deltas before committing. Imports use (external_source, external_id) for idempotency - replays won't create duplicates.
Import Data From
Xero
Import Chart of Accounts, Contacts, Invoices, Bills from Xero CSV exports
QuickBooks
Import from QuickBooks Online or Desktop CSV/Excel exports
Sage 50
Import from Sage 50 CSV exports and data files
Wave Accounting
Import from Wave CSV exports
Bank Statements
Import bank statements from CSV, OFX, MT940, camt.053 formats
Generic CSV/Excel
Import any data type from custom CSV or Excel files with field mapping
Export Data To
Full Vault (ZIP)
Complete tenant export with JSONL, SQL, and checksums
Excel Workbook
Multi-sheet Excel export with all entities and data dictionary
CSV Archive
ZIP file with separate CSV files for each entity
PostgreSQL Dump
Complete SQL dump with DDL and data (included in Vault)
Import Process
- Select source system and upload file
- Map columns to PluralBooks fields
- Review pre-flight validation (TB/P&L/BS deltas)
- Fix any validation errors
- Commit import to create records
- Review import summary and error report (if any)
Export Formats
- Full Vault: Complete backup with checksums
- Excel: Multi-sheet with data dictionary
- CSV: Separate files per entity
- SQL: PostgreSQL-compatible dump