Accounting
Masters, documents and opening balances, checked against the trial balance after import.
- Zoho Books export: contacts, items, chart of accounts, invoices, bills, payments and openings
- QuickBooks IIF or QuickBooks Online CSV: lists, transactions and opening balances
- Foreign-currency documents and attachments
- A report with the trial balance and any opening balance equity left over
HR and payroll
Employees with their job, organisation and manager, followed by pay and leave.
- Gusto and Zoho People exports
- SSNs (stored masked), Form W-4 data, work and home state, and direct deposit details, validated before import
- Salary structures from a date, and leave balances
- Year-to-date payroll figures, and payslip history from earlier years
- Attendance history recalculated with your Thoshika rules
Customers and sales
CRM records with their owners, sources and stages.
- Zoho CRM, HubSpot and Salesforce exports
- Leads, accounts, contacts and deals, won and lost with reasons
- Owners matched to Thoshika users
Anything else
Any supported record from a spreadsheet.
- CSV, Excel, a zip of those, or IIF, up to 60 MB or 200,000 rows
- Suggested column mapping, saved for next time
- Sample files for every source
- Live pulls from QuickBooks Online and CRM systems through the Integration Hub
Safe by design
Nothing is saved until you have seen what will happen.
- Validation of required fields, numbers, dates, emails and IDs
- A dry run with all of the app’s rules, rolled back at the end
- Rejected rows with reasons, as an Excel download
- Live progress and a job log
- Company administrators import anything; app administrators import their app’s records