# Migrating from POHODA to DameDoklad step by step

> How to move from POHODA to DameDoklad: exporting data to XML, checking after import, opening balances and running both side by side. No rush, and you can verify everything.

Source: https://damedoklad.cz/en/migrate-from-pohoda/

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Migrating from POHODA

# Switch calmly, with the data you know.

POHODA can export data to XML. DameDoklad reads it and you check the result before you switch.

[Try it free](https://app.damedoklad.cz/register)[Guide in the docs](/en/docs/guides/migration/)

Process

## Four steps

1.  1
    
    Step 1
    
    ### Export from POHODA
    
    In POHODA, export the address book, invoices, stock and accounting journal to XML. The manufacturer describes the format in its data communication documentation.
    
2.  2
    
    Step 2
    
    ### Dry run in DameDoklad
    
    In Settings under Import and export, upload the file. You get a report of what would be created, updated or skipped. Nothing changes until you run the import, and then it is all or nothing.
    
3.  3
    
    Step 3
    
    ### Check
    
    Compare the address book, stock and open documents with POHODA, and opening balances with the trial balance.
    
4.  4
    
    Step 4
    
    ### Switch
    
    It is easiest to switch at the start of an accounting period or quarter. Until then you can run both programs side by side.
    

### What moves across

-   Customers and suppliers
-   Invoices, credit notes, advance invoices and debit notes, as history
-   Cash, bank, orders and quotes
-   Stock cards with quantities and prices, price lists
-   Chart of accounts, posting templates, centres and job orders
-   The accounting journal
-   Opening balances from the journal or an XLSX or CSV file (double-entry only)
-   Transfers, production, till receipts, internal documents and enquiries are reported only

We verified the import against sample files and schemas from STORMWARE, not against a real company database, so try a test import with your own data before you switch. POHODA does not export assets or employees to XML: upload them from a spreadsheet using our template. Number series do not move across. Keep closed accounting years archived in the original program for the legally required period.

Good to know

## What to think about when you switch

### Pick a good date

The start of a year or quarter means fewer open items.

### Involve your accountant

Invite them to DameDoklad and let them check the opening balances.

### Archive old years

You must keep accounting records for the legally required period, even when you no longer use the program.

### Check the outputs

Make sure invoices, reports and exports look the way you need.

## Frequently asked questions

Will I lose my history?

Closed years stay in POHODA, which you archive. You mostly move master data and opening balances into DameDoklad.

Can I do a dry run?

Yes, every import starts with one: you see the report before anything changes. For a full rehearsal, create a test company and run the import there.

Do I need anything special to export?

XML export is part of POHODA’s data communication. Availability may vary by edition, so check the manufacturer’s documentation.

## Want help with the switch?

Tell us which POHODA edition you have and which areas you use, and we will advise you on how to go about it.

[Contact us](/en/contact/)[Compared with POHODA](/en/compare/pohoda/)

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