The question we hear most from business owners who are ready to switch: 'What happens to all my existing data?'
It's a fair concern. You have months or years of transaction history sitting in your current system. The idea of starting from scratch in a new platform doesn't feel like an upgrade — it feels like a step backward.
Here's the short answer: you don't have to start from scratch.
MontPro is built around two simple migration paths. First, it accepts CSV uploads for both historical GL (General Ledger) transactions and outstanding AP/AR invoices — which is how most of your financial history moves over. Second, for individual documents like invoices and receipts, MontPro's AI can read the file and extract the data directly into a journal entry for you to review and confirm.
Most businesses complete their migration in a single working day. Here's exactly how the process works.
Step 1: Set Up Your Organization in MontPro First
Before you upload any data, there are two things you need to configure in MontPro's Organization Settings. These are the foundation everything else depends on.
The first is your Chart of Accounts. This is the list of GL account codes and names that your transactions are mapped to — Assets, Liabilities, Equity, Revenue, COGS, and Expenses. MontPro has a pre-loaded standard account structure that follows Indonesian accounting conventions, organized by code range:
→ 1xxx — Assets → 2xxx — Liabilities → 3xxx — Equity → 4xxx — Revenue → 5xxx — Cost of Goods Sold → 6xxx — Operating Expenses → 7xxx–8xxx — Other Income and Expenses
You can use MontPro's default structure as-is, or customize it by adding, editing, or removing accounts to match your existing account codes. If you plan to import historical GL data, the account codes in your CSV must exist in MontPro's Chart of Accounts before upload — so it's worth spending 15–30 minutes aligning these before you touch any data files.
The second is your Starting Cash balance. MontPro has a dedicated field for this under Organization Settings. This is the opening cash position at the point where you want your MontPro history to begin — typically the closing balance of your last completed accounting period. Setting this correctly anchors your Cash Flow Statement from day one.
Step 2: Import Your Historical GL Transactions via CSV
This is the core migration step. Your historical journal entries — every debit and credit your business has ever recorded — move into MontPro as a GL transaction CSV upload.
Every accounting system that supports double-entry bookkeeping can export a General Ledger report. Whether you're using Accurate, Jurnal, Zahir, or even a custom Excel-based system, you can pull a journal entry export and format it to MontPro's CSV template.
MontPro's GL import is a line-by-line double-entry format. Each row in the CSV is one side of a journal entry — either a debit or a credit, not both. Rows that share the same reference code are grouped together as one complete journal entry.
Step 3: Import Outstanding Invoices and Bills via AP/AR CSV
Once your historical GL data is in, the next step is bringing over your outstanding receivables and payables — the invoices you've issued that haven't been collected yet, and the bills you owe that haven't been paid.
MontPro's AP/AR module has its own CSV import, separate from the GL import. This is where your accounts receivable aging and accounts payable aging come from — and where MontPro's automated payment reminders and cash flow forecasting draw their data.
If you only import GL transactions without importing your open AP/AR, your financial statements will be accurate but you won't have the invoice-level detail needed for collection tracking, aging reports, or the 13-week cash flow forecast.
Other Ways to Get Data Into MontPro (No CSV Required)
CSV import is the most efficient path for bulk historical data. But MontPro also supports three other input methods that are useful for ongoing data entry and for importing individual documents.
Summary: What Data Moves Over and How
Prefer Someone Else to Handle It? MontPro Can Help.
Self-serve migration is built for business owners who want to move at their own pace. But if your existing data is messy — inconsistent account codes, gaps in transaction records, or formats that don't map cleanly to MontPro's CSV structure — it's often faster to get help than to troubleshoot alone.
MontPro's team can work with your exported data directly, handle the formatting and account mapping, run the import, and verify the output before handing you a live, populated account.
This is worth considering if: → Your Chart of Accounts structure is significantly different from MontPro's standard ranges → Your historical data has data quality issues that need cleaning before import → You're migrating more than one financial year of transaction history → You simply don't want to spend the time on it yourself
Reach out to the MontPro team to discuss your data and get a timeline before you start.
What You're Working With After Migration
Once your data is in MontPro, your financial history is no longer sitting in a system that just stores it — it becomes the source of live financial intelligence.
Your GL data drives three financial statements that update in real time: the Income Statement (P&L), Balance Sheet, and Cash Flow Statement. Every new transaction you record updates these statements immediately — no waiting for month-end, no manual report generation.
Your AP/AR data powers the aging report, which groups outstanding invoices and bills into aging buckets (Current, 31–60, 61–90, 91–120, and 120+ days), flags high-risk counterparties, and tracks your Days Sales Outstanding (DSO) and collection efficiency over time.
Both datasets feed the Dashboard. From the moment your migration is complete, you can see your cash balance, net profit margin, working capital, burn rate, runway, and the 13-week rolling cash flow forecast — built from your actual open AP/AR transactions mapped to their due dates.
Monty, MontPro's built-in AI, reads across this data and surfaces what matters: margin compression trends, cash gap warnings, overdue collection risks. The insights are informed by your actual history from day one — not generic benchmarks.
FAQ: Common Questions About Migrating to MontPro
Do I need to be technical to migrate my data to MontPro?
No. The migration process involves working with CSV files in Excel or Google Sheets — matching your existing data to MontPro's column headers. If you can do basic spreadsheet work, you can handle the migration. MontPro also provides sample templates directly in the UI so you always have the correct format in front of you.
What format does MontPro use for GL transaction imports?
MontPro's GL import is a line-by-line double-entry CSV. Required columns are: date, account_code, account_name, description, debit, credit, reference, notes, and currency. Each row is either a debit or credit entry — not both. Rows that share the same reference value are treated as one complete journal entry.
My existing account codes are different from MontPro's. What do I do?
You have two options. You can add your existing account codes to MontPro's Chart of Accounts in Organization Settings, keeping them exactly as they are. Or you can map your old codes to MontPro's standard structure (1xxx Assets, 2xxx Liabilities, 3xxx Equity, 4xxx Revenue, 5xxx COGS, 6xxx Expenses) and update the account_code column in your CSV accordingly. The mapping approach is cleaner for reporting, but either works.
How do I handle opening balances for accounts other than cash?
Post your opening balances as a journal entry in your GL CSV. Create one journal entry dated the first day of your MontPro period — debit all asset accounts at their opening balance, credit all liability and equity accounts at their opening balance. This establishes your starting position in the ledger. Your starting cash balance is handled separately in Organization Settings.
Should I import all my historical transactions, or just the current year?
At minimum, import your current financial year's journal entries plus your opening balance entry. This gives you a complete P&L, Balance Sheet, and Cash Flow for the current period. Going further back is optional — useful if you want multi-year trend analysis in MontPro, but not required to get started.
Can I import paid invoices through the AP/AR CSV?
The AP/AR module is designed for open (outstanding) invoices and bills — the transactions still in motion that you need to track, collect, or pay. Invoices that are already fully paid belong in your historical GL data as completed journal entries, not in the AP/AR list.
What happens if some rows in my CSV have errors?
MontPro validates every row before importing and shows you exactly which rows failed and why — whether the account code doesn't exist in your Chart of Accounts, the date format is wrong, or a row has both debit and credit populated. You can choose to import only the valid rows immediately, or fix all errors and re-upload the complete file.
Can I run my old system and MontPro in parallel during migration?
Yes. You can set up MontPro, complete your data import, and verify everything is accurate before you stop using your previous system. There's no technical reason to cut over immediately — run them side by side until you're confident.
How do I verify that my migration is complete and accurate?
The Trial Balance is your main verification tool. After your GL import, open the Trial Balance in MontPro and compare it to your previous system's trial balance as of the same date — the account totals should match. For AP/AR, compare the aging report totals in MontPro to your previous system's outstanding receivables and payables schedule.
Does MontPro support direct integration with Accurate, Jurnal, or other systems?
MontPro does not currently offer direct system-to-system integrations for data migration. The process is CSV-based: you export from your current system, format the data to MontPro's templates, and upload. This approach works regardless of what system you're migrating from — as long as it can produce a CSV or Excel export, MontPro can receive the data.
Migration Checklist: What to Prepare Before You Start
Use this checklist to get organized. Going through these steps in order reduces errors and makes the process faster.
- Decide your migration start date — typically the first day of your current financial year, or the end of your last closed accounting period
- Download MontPro's GL transaction CSV template and AP/AR CSV template from the app
- Review the template column headers so you know what to look for when you export from your current system
- Review MontPro's default Chart of Accounts (Organization Settings > Accounts tab)
- Add any account codes your business uses that aren't in the default list
- Note any account code differences between your old system and MontPro — you'll need this mapping when formatting your GL CSV
- Enter your Starting Cash balance in Organization Settings
- Export your General Ledger journal entries for the period you want to bring into MontPro
- Export your Trial Balance as of your migration start date — you'll use this to verify after import
- Export your open (unpaid) Accounts Receivable invoices
- Export your open (unpaid) Accounts Payable bills
- Format your GL export to match MontPro's required columns: date, account_code, account_name, description, debit, credit, reference, notes, currency
- Ensure each row has either a debit or a credit — not both
- Ensure rows that belong to the same journal entry share the same reference value
- Ensure all date values are in YYYY-MM-DD or DD/MM/YYYY format — consistently throughout the file
- Confirm all account_code values in your GL CSV match accounts in your MontPro Chart of Accounts
- Format your AP/AR export to match MontPro's required columns: type, company, reference, description, amount, currency, invoice_date, due_date, status
- Include only open (unpaid or partially paid) invoices in the AP/AR file
- Upload your GL CSV — review validation errors if any, fix and re-upload if needed
- Open the Trial Balance in MontPro and compare totals to your previous system's trial balance at the same date
- Upload your AP/AR CSV
- Open the Aging Report in MontPro and compare totals to your previous system's AR and AP aging
- Run a bank reconciliation using a recent bank statement to cross-check your cash position
Your Data Has Somewhere Better to Be
The reason business owners stay with systems they've outgrown usually isn't price. It's the assumption that moving is harder than staying.
For most businesses, that assumption is wrong.
MontPro's migration is two CSV uploads and a handful of UI settings. One file for your historical journal entries. One for your outstanding invoices and bills. Your Chart of Accounts and opening cash balance are set up in Organization Settings in under an hour. The Trial Balance confirms everything transferred correctly.
After that, you're not in a new system trying to figure out where everything went. You're in a live financial command center where your data works for you — real-time statements, AI-powered analysis, cash flow forecasting from your actual open invoices, and a financial health score calculated from your real numbers.
Start your 14-day free trial. The migration takes less time than you think.