How to Import Your Accounting Data Into Tradeway

Moving from a legacy accounting workflow to Tradeway is less about “big bang” cutover and more about disciplined mapping. Start with opening balances, customers, and products — then validate a small batch of invoices before you widen the scope.

Prepare your CSVs

Export structured lists for customers, stock items, and opening balances. Keep one row per entity, avoid merged cells, and use consistent currency formatting. Tradeway’s importer will flag missing references before anything hits your live ledger.

Map fields once

Column mapping is saved per dataset type. If your product file always calls SKU “Item Code”, map it once and reuse the template for incremental updates. The same applies to customer delivery addresses and VAT registrations.

Validate with a pilot week

Run parallel for a short window: raise invoices in Tradeway while keeping a read-only copy of your old system. If debtors and stock movements agree at week end, you are ready to switch fully.