Move from iDoklad without retyping
Upload your iDoklad export and Taxorio creates clients, issued invoices and expenses from it. The format is our problem — you just review the preview.
You see amounts, dates and duplicates before you confirm anything.
Clients · invoices · expenses
What comes over from iDoklad
The import creates clients, issued invoices and expenses in one pass. Upload whatever iDoklad gives you — no need to reformat or rename files first.
- Clients including IČO (company ID), DIČ (VAT ID) and address
- Issued invoices with line items, dates and amounts
- Expenses including category and VAT
The export step by step
Preparing your export from iDoklad
A spreadsheet export with every available column works best here. iDoklad keeps issued invoices, received invoices and the address book as separate lists in the left menu, so prepare three files.
- 01In the left menu open Issued invoices, clear any filters you do not need and tick the documents you want to move (or leave the whole list).
- 02Click Export, pick XLSX or CSV and in the dialog select the columns that matter for a migration: document number, customer, dates, payment status, currency, amounts and VAT.
- 03Repeat the same steps in the Received invoices list so your expenses come over separately from issued invoices.
- 04In Address book → Contacts click the Export icon, pick XLSX or CSV and select the columns with name, IČO, DIČ, address and contact details.
- 05Upload all three files at once. Taxorio assigns them to clients, issued invoices and expenses and shows a preview before anything is saved.
Before you download the file
What to watch out for when exporting from iDoklad
Check the scope of the export before you upload it. Source apps can narrow an export by filter, date range, document type or the columns you tick.
- The export follows the active filter — only filtered or ticked rows are downloaded. Review the filter first, or set the period you want on purpose.
- Only the columns ticked in the export dialog end up in the file. Amounts without a date, document number or payment status are much harder to check.
- Issued and received invoices are two separate lists; exporting only issued invoices will not bring your expenses over.
- iDoklad exports tend to use the US month/day order. We detect the order from the whole file, but for ambiguous dates (3/5/25) double-check the month in the preview.
Formats the import accepts
You do not have to hunt for “the right” export. If your data is in a common format, we can read it — and when a file is unreadable or unrecognised, we skip it honestly and say so. We never invent amounts.
- Spreadsheets and structured exports: CSV, XLSX (including multi-sheet), XML, JSON
- A ZIP archive with several files at once
- PDF invoices — both text-based and scanned
- ISDOC, including ISDOC embedded in a PDF
- Photos of receipts: JPG, PNG, HEIC, WEBP
- E-mail attachments (.eml) and Word documents
Review is part of the import
Preview first, confirmation second
Nothing is written blindly. After the analysis you get a list of every recognised client, invoice and expense — with amounts, dates and VAT. Only once you have reviewed it do you confirm the import.
Documents where we inferred a value are flagged, so you know where to start checking. Documents whose number already exists in your account are skipped with the reason shown, so running the import twice will not create duplicates.
What to check after the import
The import saves you the typing, but you remain responsible for the accuracy of your records — so check three things.
- Your invoice numbering series, so the next document continues where it should.
- Payment status — whether paid invoices are really marked as paid.
- Expense categories, which drive your taxable base.
Frequently asked questions
How much does it cost?
Data import is available to every signed-in user, including the free plan. You do not pay per transferred document.
Do I have to cancel iDoklad straight away?
No. The import only copies your data; it changes nothing and deletes nothing in your iDoklad account. Keep both tools side by side until you are confident.
What if my data is in my own spreadsheet rather than an app export?
That is a common case and works the same way. Upload the XLSX or CSV as it is — we try to recognise the columns ourselves. Anything we cannot recognise shows up in the preview for you to fill in.
Do PDF invoices come over without a spreadsheet export?
Yes. We can read PDF invoices including scanned ones, and photos of receipts as well. You confirm the result in the preview either way.
What happens to documents that cannot be read?
They are skipped and each one shows the reason. We would rather leave a document out than guess an amount — a wrong record is worse than a missing one.
You might also need
Zkuste to na svých datech
Bezplatný plán není trial — faktury a evidenci v něm máte bez časového limitu.
Upload your iDoklad export →