If your clinic keeps its books in Zoho Books, Invoice or Inventory, you can bring the accounts across without retyping them. This moves your accounting records only: parties, items, invoices, bills, payments and journals. It does not move patient or clinical records.
Export from Zoho
- In Zoho, Settings → Data Backup → Backup Your Data → download the zip, and drop the whole zip in Finocket. Contacts, vendors, items, chart of accounts, invoices with their items, bills with their items, customer and vendor payments and journals are read; anything else is listed.
- Or one module at a time: Contacts → ⋮ → Export → Contacts (CSV, all columns); Items → ⋮ → Export; Accountant → Chart of Accounts → ⋮ → Export.
- Sales → Invoices → ⋮ → Export (invoices, then invoice items); Purchases → Bills → Export; Payments Received and Made → Export; Accountant → Manual Journals → Export.
Bring it into Finocket
Under Settings → Import & migrate, choose the Zoho card (Zoho import). The same five screens apply as for every source: pick, map, dry run, import and reconcile. The file is read on your device. The dry run shows a verdict for every record before anything is written, and the reconcile screen puts your old books' figures beside Finocket's. A line with no source figure is marked not checked, never passed.
What comes across today
Account groups, chart of accounts, opening balances, parties (customers and suppliers), items, invoices, bills, payments and journals. Contacts as a separate list are coming next and are not available yet. The mechanics, including undo and re-imports, are in Import your data.
What does not come across
- Filed GST returns, IRNs and e-way bills, which belong to the portal that issued them
- Bank-statement matches and reconciliations
- Attached files and images
- Recurring profiles, reminders and Zoho's own templates
The full steps for this source are in Migrate from Zoho. All the sources you can migrate from