Use the Import Wizard

<!– Last validated: 2026-07-15 (SPRK 0.4.10, Demo Company) –> <!– Screenshot status: Current; Rules data type and source choices captured 2026-07-15 –>

Build a new company from uploaded files, copied data, and manual settings when a simple one-file import is not enough.

Import Wizard showing Rules and its source choices

When To Use This

Use the Import Wizard when your migration spans multiple files or when you want to mix uploaded files, copied data from an existing company, and manual settings in one guided flow.

If your main goal is to clone, copy, or duplicate an existing SPRK company, start with Copying an existing company for the focused version of this workflow.

Before You Start

You can open Settings → Companies.
You know the new company name you want to create.
If you plan to upload files, they are ready in supported formats such as CSV, IIF, XLS, or XLSX.
If you plan to copy data from an existing company, that company already exists in SPRK.

Steps

Open Settings → Companies.
Open the menu attached to New Company.
Select Import Wizard.
Enter the new Company name.
Add files in the Upload files step if you are importing source files.

Use Download Templates when you want starter file layouts before preparing uploads.
The wizard can accept multiple files in the same run.
After files are added, review how SPRK auto-assigns each file before continuing.

If you want to reuse existing SPRK data, choose an Existing company (optional) as the default copy source.
In Finalize your configuration, choose a source for each data type:

File upload
Existing company, after you choose an Existing company (optional) source
manual settings, where offered

Review the data types carefully. Current categories include Chart of Accounts, Vendors, Customers, Items, Rules, Trial Balance, Ledger History, Journal Entries, Invoices, Bills, Payments, and Settings.

For Rules, use File upload to bring in a rules file assigned to that slot.
Use Existing company to copy rules from the selected SPRK source company.
If Existing company is disabled, choose the optional source company first.

Select Review & Create Company.
On the confirmation step, verify the files and sources that will be used.
Create the company and wait for the wizard to finish.
Review the new company before using it for live work.

What Happens Next

SPRK creates a new company using the combination of files, copied data, and settings you selected in the wizard.

If Something Looks Wrong

What You See	What To Check	What To Do Next
You are about to take an action that may affect the result	Starting the wizard without a company name	The review action is disabled until a name is entered
A needed review step is missing	Skipping the starter templates and then uploading files that do not match the expected columns	Go back to that check before continuing
You are about to take an action that may affect the result	Uploading operational files such as invoices or bills without also bringing in foundation data like a chart of accounts or a trial balance	Confirm the visible company, page, and workflow state before continuing
The result looks ready, but a key check is unresolved	Assuming the wizard’s auto-assignment is final	Review each data type before creating the company
A needed review step is missing	Forgetting that settings can be entered manually if no source file exists for them	Go back to that check before continuing
`Existing company` is unavailable for `Rules`	No `Existing company (optional)` source has been selected	Choose the source company, then return to the `Rules` row and select `Existing company`

Practice And Examples

Use the practice file and screenshots to review the new-company drawer, starter templates, accepted formats, and data-type source slots before creating a company.