Migrating from Other Platforms

Overview#

TaxMTD supports importing data from 14 platforms in three ways:

Navigate to Settings > Import Data to access the import wizard.

What You Can Import#

FreeAgent (One-Click Migration)#

FreeAgent is the most comprehensive import - it pulls contacts, invoices, bills, expenses, projects, and time entries automatically via OAuth.

How to connect#

1. Go to Settings > Import Data
2. Click Connect FreeAgent
3. Log into your FreeAgent account and approve access
4. You'll be redirected back to TaxMTD
5. Click Import Everything or choose specific data types

FreeAgent tokens are long-lived (~20 years) so you won't need to reconnect unless you revoke access.

Stripe#

If you already have Stripe connected for bank feed imports, you can also pull:

• Customers - imported as contacts
• Products + Prices - imported as products with pricing
• Invoices - imported with line items and payment status
• Subscriptions - imported as recurring invoice templates

Go to Settings > Import Data, select Stripe under "Connected Payment Platforms", and choose what to import.

Shopify / WooCommerce#

Similarly, if Shopify or WooCommerce is connected:

• Customers - imported as contacts
• Products - imported with titles, SKUs, and prices
• Orders - imported as invoices with line items

CSV Import from Accounting Platforms#

For platforms without direct API integration (or if you prefer file upload):

Xero#

1. In Xero, go to Contacts > All Contacts > Export
2. Save the CSV file
3. In TaxMTD, go to Settings > Import Data > CSV Upload > Xero
4. Upload the file - columns are auto-detected

For invoices: Business > Invoices > Export

For products: Business > Products and Services > Export

QuickBooks Online#

1. Go to Sales > Customers > Export to Excel
2. Save as CSV
3. Upload to TaxMTD - select "QuickBooks" as the platform

For invoices: Sales > Invoices > Export

Sage Accounting#

1. Go to Contacts > More > Export
2. Save the CSV
3. Upload to TaxMTD - select "Sage"

For products: Stock Items > Export

Other Platforms#

IRIS (formerly KashFlow), Coconut, Crunch, and Zoho Books all support CSV export. TaxMTD auto-detects the format based on column headers. If auto-detection fails, use the "Generic CSV" option and map columns manually.

Deduplication#

TaxMTD prevents duplicate records on re-import:

Re-importing the same data is safe - duplicates are automatically skipped.

Column Remapping#

If auto-detection maps columns incorrectly, the preview step shows dropdown menus above each column. Select the correct TaxMTD field for each CSV column before importing.

Plan Requirement#

Platform migration import requires the Pro plan or above. Essential plan users can manually create records.

API Reference#

Preview Endpoint#

curl -X POST https://your-domain.com/api/import/preview \
  -H "Content-Type: application/json" \
  -d '{
    "mode": "csv",
    "entityType": "contacts",
    "csv": "ContactName,EmailAddress\nJohn Smith,john@example.com"
  }'

Import Endpoint#

curl -X POST https://your-domain.com/api/import/migrate \
  -H "Content-Type: application/json" \
  -d '{
    "mode": "api",
    "platform": "stripe",
    "entityType": "contacts"
  }'