Importing and exporting accounting data

Choose the dataset, check the file and control which records are imported or downloaded.

Open the page in Fluxe

Import a catalog from another program

In Import and export, choose Import, the catalog and the template matching your CSV or XLSX file. Check the company you are working in before uploading.
In the preview, match unrecognized columns and complete required fields. Review the items, then confirm applying them; uploading the file alone does not change the catalog.

Prepare the period's data for SAGA

Choose the period and Export for SAGA. Check the datasets for the company's accounting regime: SAGA C for double-entry or SAGA P.S. for single-entry accounting. Orders is available only for double-entry accounting.
Check documents and tax classifications before exporting, including the codes and treatment of intra-community transactions. Blocked or unconfirmed items are excluded from the file; complete them on the source page and check again.
Download the XML for the required dataset or use Download ZIP package for all datasets containing items. Read the instructions and summary, then import the files in the appropriate SAGA screens. Downloading does not send data to SAGA or ANAF.

Download the Tax Records Register

After confirming the corporate income tax calculations, choose Download OMF 808 Register and CSV, XLSX or PDF. Check the period and amounts before archiving or handing over the register; microenterprise periods are excluded.

Check the active company, period and editing permission before any confirmation. Follow only steps applicable to the company's legal form and accounting regime.

Supporting documents

The original file and documents supporting its records.
The selected dataset's import template and covered period.
A database backup of the software into which you will import.

Completing and checking data

Under ‘Import and export data’, filter by the ‘Accounting’ application, direction and period. Select the exact dataset: customers, suppliers, items, invoices or another available category.
For a direct transfer from an accounting page, use “Download template,” “Export table,” and “Import” below the table. The export uses the page title and contains the data from that table. Keep the template columns and verify that the import file belongs to that page; the import is not automatically moved to another catalog or register.
Check the preview, rejected rows and explanations before applying. Correct the file or mappings; apply only records you have verified and the page declares applicable. Uploading a file does not prove its data was imported.
To export, select an available format on the dataset row and review the downloaded contents. Compare the period and totals with the source page; downloading does not send data to another program or authority.
For SAGA, check whether you use SAGA C or SAGA P.S. Select the correct XML dataset, make a backup and review line items under ‘Import data’ in SAGA before importing. SAGA P.S. does not use double-entry orders or journal entries.
Check ‘Recent imports’, ‘Recent exports’ and validation issues. After applying, check master data records or drafts; accounting review and posting remain separate steps.
- Draft notes

You have a controlled transfer with a verifiable dataset, period and result.

Official sources for this activity

Checked on 10 September 2026. Apply the rules for the period and the company's legal form.

Practical example

Hand over September documents to your accountant. Choose the correct set, period and format, check the summary and download the file. In the receiving program, check the import and totals; downloading from Fluxe does not apply the data or file declarations.

Frequently asked questions and solutions

The file was accepted, but its records do not appear in accounting.

Check batch status and whether an explicit apply action exists. Some files are retained for review; a successful read does not mean records were created.

The export is empty or incomplete.

Check the period, company, category and source page. Do not widen the period without checking the risk of duplicate imports into the other program.

The mapping to the destination software is incorrect.

Correct identification, accounts, document types, items or warehouses and check the file again. Retain previous versions and do not automatically apply the same batch twice.

The file was downloaded or uploaded. Is the data already applied?

Check the summary, mappings, rejected rows and confirmation stage, then data in the receiving program. An available file does not prove it was imported. Check existing records before retrying to avoid duplicate documents.