Use the Import Wizard

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

Purpose

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.

Prerequisites

  • 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

  1. Open Settings → Companies.
  2. Open the menu attached to New Company.
  3. Select Import Wizard.
  4. Enter the new Company name.
  5. Add files in the Upload files area if you are importing source files.
  6. If you want to reuse existing SPRK data, choose an Existing company (optional) as the default copy source.
  7. In Finalize your configuration, choose a source for each data type:
  • file upload
  • existing company
  • manual settings, where offered
  1. Review the data types carefully. Common categories include accounts, customers, vendors, items, trial balance, journal entries, invoices, bills, payments, and settings.
  2. Select Review & Create Company.
  3. On the confirmation step, verify the files and sources that will be used.
  4. Create the company and wait for the wizard to finish.
  5. Review the new company before using it for live work.

Expected Result

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

Common Mistakes

  • Starting the wizard without a company name. The review action is disabled until a name is entered.
  • Uploading operational files such as invoices or bills without also bringing in foundation data like a chart of accounts or a trial balance.
  • Assuming the wizard’s auto-assignment is final. Review each data type before creating the company.
  • Forgetting that settings can be entered manually if no source file exists for them.

Info

  • App sections: companies
  • Last validated: 2026-05-01
  • Screenshot status: not-started