Move from sevdesk, Lexware Office, Accountable, or Sorted to Norman

The migration scope depends on your current tool. Start the import in the Norman migration portal.

Moving a GmbH or UG's complete books? Use Opening & migration for DATEV and opening balances. The provider-specific imports below are not a complete Ledger transfer. Do not import overlapping periods through both routes without reconciling their scope.

Important: Imported outgoing invoices appear as income transactions in your bookkeeping. Norman does not create editable invoices from them in the Invoices area.

How the migration works

1. Open the migration portal.
2. Select your current tool.
3. Enter the requested API token or upload the export file.
4. Start the migration and wait for Norman to finish it.
5. Review the totals for imported, skipped, and failed records.
6. Check your transactions and documents in Norman.

A repeated import does not create duplicates for source records that Norman already recognizes. Norman skips these records.

Migrate from sevdesk

You need a sevdesk API token. In sevdesk, go to Settings > Users > your user > API token. You do not need a file export.

Norman imports:

• Customer contacts
• Outgoing invoices with an open, partially paid, or paid status
• Receipts with a draft, unpaid, or paid status
• Income and expenses from these invoices and receipts
• VAT details and reverse-charge flags when Norman can derive them from the source data
• Receipt files when sevdesk provides them

Norman does not add suppliers as customer contacts. The supplier name remains in the receipt description. Norman downloads up to 1,000 receipt files. Further receipt transactions are imported without a file.

Norman does not import bank transactions, bank reconciliation, reminders, recurring invoice templates, or the full ledger from sevdesk.

Migrate from Lexware Office

We recommend the API key method. In Lexware Office, go to Settings > Add-ons > Public API to get the key.

With the API key, Norman imports:

• Contacts
• Open and paid outgoing invoices as income transactions

The manual CSV import transfers contacts only. An additional data export does not currently add bookings or documents to the migration.

Norman does not import expenses, receipts, bank transactions, bank reconciliation, or the full ledger from Lexware Office.

Migrate from Accountable

Create a complete Accountable data export as a ZIP file. The export must include the Excel export and the original documents.

Norman imports:

• Clients
• Income and expenses
• Invoice data as income transactions
• VAT, reverse-charge details, currencies, and supplier regions when they are present in the export
• Documents that Norman can match to a transaction

If Norman cannot match a document with confidence, it appears under Documents. You can link it to a transaction there.

Migrate from Sorted

Upload the complete Sorted export as a ZIP file. Do not change the folder structure or file names inside the ZIP file.

Norman imports:

• Income and expenses
• VAT, currencies, categories, and regions when they are present in the export
• Documents referenced by an imported CSV row
• Some asset and travel details when Sorted provides them

Norman does not import contacts. It also does not import documents that have no reference in the CSV files.

Data that no migration transfers

Norman does not import bank connections, submitted tax reports, or subscriptions. Norman imports only the data listed above for each tool.

After the migration

Review the number of imported, skipped, and failed records. Then check the amounts, tax details, and documents in your bookkeeping.

If you already submitted a tax report for a period, do not submit the same period again by accident.