How to import from another system

Bring customers, prices, quotes, invoices, jobs, payments and stock from your old tool's export files.

Updated 2026-10-14

Otto reads the CSV files other systems export: customers, a price list, open and paid invoices, quotes, jobs, payment history and stock items.

1. Open Settings, then Tools, and open Bring over your records.
2. Choose what the file holds and pick the file.
3. Read the preview. It says exactly what would be made, and nothing is saved yet.
4. Confirm. The whole file comes in, or none of it does.

What to expect

• A row that cannot be read is listed with its line number. It is never dropped silently or brought in as zero.
• Amounts are read with care: currency signs, thousands separators and decimal commas. An amount that could be read two ways is not guessed.
• Quotes, invoices and jobs are matched to a customer by email, then by exact name. A row that matches nobody makes that customer (the preview lists them). A row that matches two people is left unmatched rather than guessed.
• The amount in the file is taken as the whole amount: no tax is added on top.