This article contains instructions for transferring earlier invoices, customers and products from Finago Isolta to Finago Procountor Solo.
You can transfer all the data you have saved in Finago Isolta to Finago Procountor Solo.
Transferring all data (detailed instructions with screenshots are below)
Log into your Finago Isolta account
Go to program settings and select "Finago Procountor Solo transfer"
Approve the terms of closing the Finago Isolta account and terminating the contract
Enter the password for your Finago Isolta account
Create a transfer key (long series of letters/numbers)
Copy the transfer key to clipboard
Log into Solo
Go to program settings and select "Finago Isolta transfer"
Enter your Finago Isolta account username (e-mail address) and paste the transfer key to the field
Click "Start transferring data"
Done! The program will notify you when the data has been transferred
See the detailed instructions for transferring data at the end of this article.
TAKE THE FOLLOWING INTO ACCOUNT WHEN TRANSFERRING DATA:
Transferring data does not take long, only a few minutes at most.
You should avoid using the service for anything else while the transfer is in progress.
If you send invoices in Solo before transferring your data from Finago Isolta, please make sure that the invoice numbering continues from where it ended in Finago Isolta. In Solo, you can select the next invoice number from the program Settings -> Invoicing settings.
You should transfer the data as early as possible. If you transfer the data after sending the invoice in Solo, the invoice numbering might be disrupted, which will result in having two versions of the same customer and product.
WHICH DATA WILL BE TRANSFERRED?
All the data you have saved in your Finago Isolta Online account will be transferred:
previous invoices
received electronic invoices
invoice information
customer register
contacts and memos saved on customer contact cards
products
reports
invoice settings
company basic information, including bank account(s) and logo
WHAT HAPPENS IF I DO NOT TRANSFER THE DATA?
You will start “from scratch” as a Solo user, and your Finago Isolta account will remain valid until you terminate the service.
ILLUSTRATED INSTRUCTIONS FOR TRANSFERRING DATA
Log into your Finago Isolta account
Go to program settings and select "Finago Procountor Solo transfer"
Approve the terms of closing the Finago Isolta account and terminating the contract
Enter the password for your Finago Isolta account
Create a transfer key (long series of letters/numbers)
Copy the transfer key to clipboard
Log into Solo
Go to program settings and select "Finago Isolta transfer"
Enter your Finago Isolta account username (e-mail address) and paste the transfer key to the field
Click "Start transferring data"
Done! ✅ The program will notify you when the data has been transferred
