Imports

Tario user guide: Imports. Steps, tips, common errors, and direct links to each screen.

• Importing data from Excel or CSVImport data loads clients, vendors, products, invoices, bills and more in three steps: you upload the file, Tario detects what it contains and how the columns map, and you confirm before anything is saved.
• Importing invoices issued in another systemA sales export from another system (Alegra, Facturele, a spreadsheet) with one row per line item is imported as historical invoices: one invoice per document number with all its lines, the client matched or created by identification, and the fiscal header read from words like "Crédito", "Transferencia" or "Cédula Jurídica". They are never sent to Hacienda again.
• Import clients or vendors from Alegra or another systemA contacts export (Alegra, another invoicing system, a spreadsheet) imports as clients or vendors with their phones, their primary contact and their Hacienda location: province, canton and district are looked up by name in the official catalog.
• Importing expenses from a reception reportAn acceptance-and-rejection report (one row per received document, with the supplier as issuer, the IVA breakdown per tariff, the answer the company gave and the Hacienda status) is imported as historical expenses: one supplier bill per row, the vendor matched or created by identification, the lines rebuilt from the breakdown and the reception answer already on file. No receiver message is ever sent for them.
• Importing Hacienda XML and bills from filesHacienda XML documents (single or in a ZIP) are imported from Import bills or from Reception and land in the reception inbox to be accepted; a CSV or Excel file creates one bill per row.