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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 freeGuide in the docs

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.

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