Your start and your data

How Gigoo handles Get started: your data from Excel

Get started: bring in your customers, products, stock and open balances from Excel. Every file is checked before anything is posted.

Owner: Settings › Get started (Accounts: Finance › Configuration › Get started; Operations: Operations › Configuration › Get started).

Then Get started.

Check your company details: name, address, TRN, logo and bank accounts, as they print on your documents.

Work through the cards in this order. Each card has Download template, Upload, its result, and Mark as done or Nothing to bring in.

Opening stock needs Products first.

Bank and cash balances: type each bank's and the cash statement balance on the opening date.

Click Post opening balances when opening stock, open invoices, open bills and bank and cash balances are done or marked "Nothing to bring in".

Ten items, one list

Settings › Get started lists what to bring in: customers, vendors, products, opening stock, open invoices and bills, bank and cash balances, and the starting numbers of your documents.
Each card has its own Excel template. Download it, fill in one row per record, and upload it on the same card.
The work can be shared: Accounts brings in customers, vendors and balances; Operations brings in products and stock.

A clean file is imported at once: for example, 3 rows imported: 3 new. Upload it again and nothing is doubled.
A file with a problem brings in nothing. A table shows each row, column and problem, such as a TRN that is too short. Fix them and upload the file again.
Opening stock, open invoices and bills are checked and kept. They go into the books only when you post the opening balances.

Everything is dated the day before your go-live date.
Open invoices and bills keep their old numbers and due dates, so payments, ageing and reminders follow them.
Account 300090 Opening Balances then shows your opening equity, to compare with your old books.
The Owner can undo the opening balances to correct a mistake, and post them again.

Customers3 rows imported: 3 new.

Opening stock5 rows checked and kept

Opening equity60,010.00 AED

Nothing is imported. Gigoo lists each row, column and problem; fix them and upload the whole file again.

The day before your go-live date.

Yes. In Starting numbers you set the next number for each kind of document.