From existing files to a fresh start

Smart Migration

From contact lists to historical administration: explore what you can bring, how data is reviewed and what stays separately archived.

Discuss your move

What can you bring?

A clear distinction between workspace data and historical information that stays read-only.

Customers & suppliers

Import existing contact lists. Map source columns and review missing information and possible duplicates before approving.

Products & services

Bring your product and service lists. Review field mappings and source values; existing records are never silently replaced.

Invoices, quotes & credit notes

Keep historical documents as read-only records with their original numbers, outside Cutelia’s own numbering series. They are not automatically posted.

Bank lines & opening balances

Bank lines require an account you explicitly select; this is not automatic reconciliation. Opening balances follow separate validation and explicit approval. Historical journals stay read-only.

Employees & HR history

Employees import inactive without pay or bank details. Historical payroll, contracts, schedules, leave and time data stay in a read-only archive and do not start payroll runs.

Expenses & document archive

Keep historical expenses separately as read-only information. PDFs, images and other documents are archived, not automatically extracted or used in tax calculations.

Files, limits and preservation

Tables

CSV, XLSX, XLS and TXT/TSV are read as tables up to 150 MiB. More than 5,000 rows are split into parts; sheets above 250,000 rows are not processed as tables.

ZIP & documents

ZIP processes up to the first 200 eligible files, without nested archives. PDFs, images, other files and files above 150 MiB go to a private document archive, not table analysis.

Original sources

Source files are never overwritten. Table imports retain source values, not complete workbooks, formulas, formatting or original ZIPs. Keep your own original files too.

Before you move

  1. 01

    Export each business separately; do not combine different businesses.

  2. 02

    Keep your own copy of the original files.

  3. 03

    Check dates, amounts, columns and original document numbers.

  4. 04

    Review errors and possible duplicates before final approval.

Smart Migration

Your source files

CSV, XLSX, XLS and TXT/TSV · tabular data

PDF, images and other files · document archive, no automatic extraction

Cutelia

Choose files

Select your export or keep documents separately in the archive.

Only after your explicit approval

Organized in Cutelia

Possible duplicate · review

Import workflow illustration · not an active import

Your original source files are never overwritten.

Historical invoices and quotes retain their original numbers in a read-only archive; they are not automatically posted.

Move forward. Stay in control.