Moving from another program

In Rowdx

1. Settings
2. Move from another program (Qoyod, Daftra, Zoho)

If you use another program (Qoyod, Daftra, Zoho Books) or Excel files, don't re-enter your data by hand. Export it from your old program and upload it here, and Rowdx brings it over with opening balances.

What can be moved

Type	Moved with it
Customers	Mobile, email, VAT number, CR, city and address, and opening balance (owed by them)
Suppliers	The same details, and opening balance (owed to them)
Items	Code, name, unit, selling and buying price, barcode, and opening quantity
Chart of accounts	Accounts with their numbers and balances, in one opening entry
Past sales and purchase invoices and payments	Kept in the previous-program archive for reference and printing

Previous-program archive

Old invoices and payments are moved for reference only: you search, print and open them from the customer's record. They don't affect the accounts and aren't sent to ZATCA, because their balances are already in the opening balances. That way nothing is counted twice.

Steps

1. Export from your old program an Excel or CSV file for each type (customer list, item list, trial balance…). Every well-known program has an export button on its list screen.
2. In Rowdx: choose the type (customers, say).
3. Upload the file. Up to 5,000 rows per file; split larger ones.
4. Review the column mapping: Rowdx recognizes columns by their Arabic and English names in the formats of popular programs ("Customer name", "Display Name", "Opening Balance"…). Check each column and fix any that weren't mapped. Required fields are marked.
5. Move. It runs in the background with progress shown, then a summary of what was moved, what was skipped and why.

Suggested order

1. Chart of accounts with balances (if you want to keep your old account numbers).
2. Customers, then suppliers, with balances.
3. Items with quantities.
4. Finally, past invoices and payments for the archive.

Afterwards, open the trial balance on the start date and compare it with your old program's. They should match. Details in Opening balances.

Not using a program?

Download the ready Excel templates (items, customers, suppliers, opening balances) from Your first day, fill them in, and upload them here by choosing the matching type.

Common mistakes

• Duplicate names: a customer whose name already exists is skipped, not duplicated. Check the summary after moving.
• Numbers with separators or currency symbols (1,250 SAR): usually read fine; if a balance shows zero, clean the column in Excel to contain numbers only.
• Balance with the wrong sign: a customer who owes you is positive; a credit (advance from them) is negative.