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Migrating from Elba

If you ran your sole-proprietor affairs in Elba, you can move the settlement-account transaction history into a Svodly business book — to see your money, counterparties and cash flow in one place. Export the transactions to Excel and import them.

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Important: the import moves your history, it does not replace tax accounting. Svodly does not build the KUDiR automatically, does not calculate taxes and does not file reports. Use the move to keep day-to-day money tracking; for declarations and the KUDiR keep using a dedicated service.

What gets moved

From Elba Into Svodly
Settlement-account transactionsYes — debit and credit with date and amount
CounterpartiesYes — from the statement’s “Counterparty” column
Payment purposeYes — as the transaction description
KUDiR rowsYes — as transactions (a separate export)
Opening balanceYes — from the current balance you enter in the wizard
Declarations and tax calculationNo

Step 1. Export from Elba

  1. Sign in to Elba and open the “Money” section.
  2. Open the settlement-account transactions for the period you need.
  3. Export them to Excel (XLSX).
  4. If needed, export the KUDiR separately — it can also be imported as transactions.

Step 2. Import into Svodly

  1. Open a “Business” type book — or create one. There’s no need to set up an account in advance: the import puts the transactions on the “Расчётный счёт” (settlement account) account — it takes an existing one with that name or creates a new one.
  2. Open the migration wizard: on a computer and on the web — Settings → General → “Import data from another app”; on the phone — the import icon in the header of the Transactions screen.
  3. On the “Where are you migrating from?” step tap the “Elba” tile and pick the Excel file — the settlement-account statement or the KUDiR: Svodly tells which one it is by itself.
  4. Look at the preview: how many transactions were recognised, which account they will land on, how many counterparties will be created, and for the KUDiR — which categories (“Доходы УСН”, “Расходы УСН” and others). No column mapping needed — Svodly knows the Elba format.
  5. If the account is being created anew, enter its “Current balance” — how much is on it now. Svodly works out the opening balance itself.
  6. Click “Import N”.

The “Расчётный счёт” account can be renamed after the import. If the file doesn’t look like an Elba export, the wizard says so and offers to open it as a universal file — then you map the columns by hand, as in the “Import & export” section. About the business book — in the “Business book” section.

The business book “IP Sokolova A. V.” → “Import data from another app” → “Elba”: the preview reads “20 transactions recognised”, a “Settlement account”, a current balance of 312,000 ₽ — the opening one is recalculated, five counterparties to create. “Import 20” → “Counterparties” lists “Romashka LLC” and the rest.
On the phone: the “ИП Соколова А. В.” business book → Transactions → “Import transactions” → “Elba” → elba-vypiska.xlsx from Downloads → “To import 20”, “Current account”, five counterparties by TIN → a current balance of 312,000 ₽, with the opening balance recalculated → “Import 20” → “Import complete” → the transactions in the feed.

Migration specifics

Opening balance. Elba does not provide the balance at the start of the period, so the wizard asks for the current balance of the settlement account and works out the opening one itself. If the field was left empty or the transactions landed on an account that was already in the book, correct the “Initial balance” in the account card — enter the balance as of just before the first imported transaction.

Counterparties are created from the “Counterparty” column of the bank statement; the INN, KPP and address can be filled in afterwards on the counterparty card right in Svodly.

What won’t come across

Undo, if something went wrong

Every import goes into the log: on a computer and on the web — Settings → General → “Import and export”. Press “×” in the row of that import and confirm “Delete” in the “Delete import data?” window: all of the import’s transactions are deleted at once. Accounts, categories and counterparties it created stay. On the phone the log only shows the history: delete the import from a computer or the web, or roll the book back to the “Before import” backup under “Backups”. Details — in “Undo an import”.

Frequently asked questions

Will Svodly replace Elba for taxes and reporting?

No. The import is meant to move the transaction history and keep day-to-day money tracking in Svodly. The KUDiR, tax calculation and filing of reports are not yet replaced by Svodly — keep using a dedicated service for that.

Where do I export the transactions in Elba?

In the “Money” section — settlement-account transactions can be exported to Excel for a chosen period. The KUDiR can be exported separately.

Why doesn’t the account balance add up after the import?

Most likely the “Current balance” field was left empty in the preview: Elba does not provide the balance at the start of the period, and without that field the account starts from zero. Correct the “Initial balance” in the account card — enter the balance as of just before the first imported transaction, and the balance will add up.

Will counterparties with their details be moved?

Counterparties come across: Svodly creates them from the “Counterparty” column of the bank statement. The counterparty’s INN and account number, if the export has them, go into the transaction description, and the details can be filled in on the counterparty card.

Where to go next