Features · 23 July 2026 · 5 min read

Moving from Fakturoid, iDoklad or Vyfakturuj to Taxorio

Taxorio's data import brings clients, invoices and expenses over from Fakturoid, iDoklad or any export — and shows you a preview before anything is written.

Deciding to switch invoicing tools sounds easy — until you remember what is sitting in the old one. Hundreds of clients in the address book, years of issued invoices including credit notes and payment statuses, expense records with categories and the percentage claimed for business use. Retyping it would cost you a weekend, and you would still worry that something slipped through. That is what Data import in Taxorio is for: you upload the export from your current tool (or just photos of old receipts), and Taxorio recognises the format, processes it and shows you exactly what will happen before it writes anything.

What you can move across

Data import lives under Settings → Data import and is available on every plan. It recognises exports from the invoicing tools Czech sole traders use most, as well as generic formats:

Fakturoid, iDoklad and Vyfakturuj — their own export formats (CSV, XML or XLSX, depending on the tool);
an export from Taxorio itself — handy when you are setting up a second account;
generic CSV, XML, JSON and XLSX (multi-sheet workbooks included), ZIP packages with everything inside, e-mails (.eml) with attachments, and Word documents (.docx);
ISDOC electronic invoices — including ones embedded inside a PDF;
PDF invoices, both text-based and scanned, and photos of receipts (JPG, PNG, HEIC, WEBP) where the old documents only exist on paper or as a scan.

Source detection is fully automatic: you upload the files and never pick a "provider" up front. You can drop in a single ZIP archive containing everything — clients, invoices and expenses together — and Taxorio will work out what is inside it.

What comes across

Clients — the whole address book as it stands.
Issued invoices — including credit notes linked back to the original document, payment status, the variable symbol and the DUZP (date of taxable supply).
Expenses — including the percentage claimed for business use, categories, the domestic reverse charge (§ 92a) with its subject code, the historic 15% VAT rate valid until the end of 2023, and documents in a foreign currency, where the exchange rate is taken from your export or looked up at the ČNB.

Some things are deliberately left behind: payment matching against bank statements, the history of e-mails you sent, the original invoice PDFs (Taxorio generates new ones in its own template) and your invoice numbering settings. You set the numbering yourself after the import, under Settings → Invoicing, so that it continues from where your old tool left off.

The import step by step

Open Settings → Data import and drag the files — or the whole export folder — into the upload area.
Taxorio processes them in the background and shows live progress. With a larger export this takes a while; leave the tab open and get on with something else.
A preview appears. You can see exactly what will be imported unchanged, what will be imported with a flag to check, and what will be skipped together with the reason.
For a skipped document you want to rescue, you can fill in the missing detail right there in the preview — the VAT rate, the date, the client, the total, the direction of the document (an issued invoice or an expense) — or have an unreadable file processed again.
Only once the preview looks the way you want it do you confirm, and the data is actually written into your account.

Why there is a preview, and why VAT is never guessed

The most important design decision in the whole import was this one: when Taxorio is not certain which VAT rate, date or document direction belongs to a file, it never fills the gap by guessing. The document is visibly skipped with the reason spelled out, and you get the chance to complete it by hand in the preview. A quiet, wrong import that you discover three months later in a control report is far worse than a handful of rows you have to complete with one click.

💡 The preview does not lie: what you see there — the counts, the amounts, the warnings and the skipped documents — is exactly what happens once you confirm. No hidden logic and no surprises after the button.

Duplicates and repeat imports

If you upload the same export twice by accident, or you are not sure whether you already imported something, nothing breaks. An invoice whose number already exists in your account is skipped automatically and visibly as a duplicate; with expenses, Taxorio checks the document number together with the supplier before treating a document as one it already has. So the import is safe to repeat — for instance when you upload part of the files first and catch up with the rest later.

Batch limits

Up to 500 files and 250 MB in one batch.
Up to 10 MB per file (a ZIP archive or an e-mail with attachments may be up to 50 MB).
Up to 150 PDF files or photos per batch — reading scans with AI is far more demanding than reading structured data.

You do not have to sort a large archive in advance. If a batch goes over a limit, Taxorio says so clearly and you simply split it into two uploads.

When an import is worth it — and when it is not

An import pays off when you want the whole history in one place: for year-on-year overviews, for the figures behind earlier tax returns, or simply because you do not want two apps open side by side. If, on the other hand, you are happy to start issuing new documents from a given date and leave the old ones as an archive in the original tool, skip the import and add your clients in Taxorio by hand — type the IČO (business ID) and ARES fills in the rest.

In short

Switching invoicing software has long come with one nagging question: what happens to my old data. Data import answers it directly — you upload what you have, in whatever format and all at once, you see exactly what will happen, and only then do you confirm. No silently guessed VAT, no documents vanishing without a trace; just a clear list and one extra click where one is needed.

Taxorio scope: Taxorio provides invoicing and income/expense records for Czech sole traders. It is not full accounting or personalised tax advice. For an unsupported or unusual case, verify the treatment with a Czech accountant or tax adviser before filing.

Frequently asked questions

Can Taxorio import data straight from Fakturoid, iDoklad or Vyfakturuj?: Yes. Export your clients, invoices and expenses in the tool you use today — usually CSV, XML or XLSX, depending on the app — and upload all the files at once under Settings → Data import in Taxorio. The source is detected automatically; you never pick a provider up front.
What happens when Taxorio is not sure about the VAT rate or the date?: The document is visibly skipped with the reason stated, rather than Taxorio guessing the value. In the preview you can complete it with one click — enter the rate, the date, the client or the amount — and the document joins the list of records that will be imported.
Can I run the import more than once if I upload the same files twice?: Yes, repeating an import is safe. An invoice whose number already exists in your account is recognised as a duplicate and skipped automatically; for expenses Taxorio checks the document number together with the supplier before deciding, so you do not end up with the same record twice.
Will historic documents at the 15% VAT rate or invoices in a foreign currency come across too?: Yes. The historic 15% rate that applied until the end of 2023 is recognised and preserved, and documents in a foreign currency keep their exchange rate — either the one in your export or one looked up at the ČNB. Where no reliable rate can be established, the document is skipped with an explanation instead of the conversion being estimated.
How many files can I upload at once?: One batch handles up to 500 files and 250 MB in total, up to 10 MB per file (a ZIP archive or an e-mail may be up to 50 MB), and up to 150 PDF files or photos of documents. A larger export just needs splitting into two uploads.