Moving from another bookkeeping package with an
.xafaudit file? See Import XAF when switching to AdMemo to bring customers, income and expenses across together.
Use Import income to add existing or historical income to AdMemo. Upload a CSV, XLS or XLSX file, match its columns to AdMemo fields, and review the rows before saving.
You can upload your own spreadsheet. If you need a starting point, download the Excel template and fill it in. AdMemo uses your account language for the template headings. Your existing customer names and descriptions remain as entered.
Import your file
- Open Overview, then the Income tab.
- Select Import.
- Upload your CSV, XLS or XLSX file, up to 2 MB.
- For an Excel workbook, select the sheet containing your income rows.
- Choose Skip or Import anyway for possible duplicates.
- Review the preview. The first header row contains your file's column names; the next row lets you choose an AdMemo field for each column.
- Match at least Date, Customer, and an amount field.
- Select Check.
- Correct any errors and review the warnings.
- Select Start import.
Fields you can import
| Field | What to enter |
|---|---|
| Date | Work date or invoice date. Supported formats include 2026-07-01, 01-07-2026 and 01/07/2026. |
| Sequence number | Optional work record or invoice number. Leave blank for automatic numbering. |
| Customer | Customer or debtor name. Required. |
| Description | Description of the income. |
| Type | Type of work. |
| Amount excluding VAT (€) | Amount before VAT. Supply this or the amount including VAT. |
| VAT amount (€) | VAT charged. |
| Amount including VAT (€) | Total including VAT. Supply this or the amount excluding VAT. |
| VAT % | VAT percentage. |
| Status | Payment status. See the accepted values below. |
| VAT treatment | VAT treatment for the income, where applicable. |
| Customer VAT ID | Customer's VAT identification number, where applicable. |
Columns set to Do not import are ignored. Your original column names do not need to match AdMemo's headings: you choose the matching fields in the preview.
Amounts and VAT
AdMemo calculates missing amounts when possible:
- Amount excluding VAT plus VAT amount gives the amount including VAT.
- Amount excluding VAT plus VAT percentage gives the VAT amount and total.
- Amount including VAT plus VAT percentage gives the amount excluding VAT and VAT amount.
- If a VAT percentage is missing and a calculation needs it, the import uses 21%.
Check the VAT rate and treatment for each row. The amount including VAT cannot be lower than the amount excluding VAT. A supplied VAT amount must agree with those two amounts. VAT percentage must be between 0 and 100.
Changing the app language keeps Dutch VAT and tax rules in place.
Sequence numbers and payment status
If Sequence number is blank, AdMemo assigns the next available number. A number that already exists, or appears more than once in your file, causes a validation error.
For Status, paid, yes, 1, betaald, voldaan and ja are treated as paid. Other values, including a blank cell, are treated as unpaid.
Possible duplicates
AdMemo compares the date, customer, description and amounts excluding and including VAT with existing income and earlier rows in the same file.
- Skip keeps possible duplicate rows out of the import.
- Import anyway saves them as additional rows.
Use one row per income entry and check warnings before importing. Leave sequence numbers blank when you want AdMemo to assign them.
Next step: Manage work orders and invoices.