Bring your data with AI import

Getting started

Getting started

Bring your data with AI import

Drop in a file. Check the match. Save.

The problemYour customers, properties and prices already live in spreadsheets and PDFs, and retyping them takes days.

The resultDrop in the file, check how its columns match, and Heyva adds the records. Nothing is saved until you agree.

Book a demo
Example with sample data. Nothing here is real.

Step 1 of 4

Choose a file

Open Import data and choose a file: CSV, TSV, Excel, JSON, PDF or an image, up to 25 MB. Heyva works out whether it holds customers, properties or services. The Import button on the customers, properties and services lists opens this page already knowing what the file is.

What you can do

  • Import customers, properties and services from CSV, Excel, JSON, PDF or a photo
  • See the proposed column mapping, with a warning where Heyva is unsure
  • Preview how many rows are new, updated or skipped before anything is saved
  • Update records you already have instead of creating duplicates
  • Bring over past invoices with their original numbers
  • Import exports from Swiss accounting software

Who can use it

Owners, Admins and Managers can use this.

People with the import permission. Importing invoices needs permission to create invoices, and accounting exports need accounting management.

Ask Heyva AI

  • What can I import into Heyva?

  • Import the customer list I attached

Questions

What files can I use?
CSV, TSV, Excel (.xlsx), JSON, PDF and images, up to 25 MB. A PDF or photo is read by AI, up to 300 records.
Does the AI see my data?
For a spreadsheet, the AI sees only the column names and up to three short sample values per column, so it can propose the mapping. It never writes the records. A PDF or photo is read by AI to find the records in it.
Can I update customers I already have?
Yes. In the third step choose how to recognise a record, for example by email, and choose to update it. Empty cells leave the existing value alone unless you choose otherwise.
What if some rows fail?
The result names each row that could not be saved and why, and counts the rows that were skipped or already up to date.
Can I bring in old invoices?
Yes. Under Invoices, Import takes a CSV file of past invoices and keeps their original numbers, so new numbers do not collide with them.
Which accounting software can I import from?
Banana Accounting, Bexio, KLARA, Abacus, Sage 50 and Run my Accounts. This is for Swiss accounts: codes map to the Swiss chart of accounts and VAT codes to Swiss rates. You see a preview and can deselect rows first.
For AI agents

Heyva AI and connected assistants can do this with these tools:

  • heyva_import_schema
  • heyva_analyze_import_file
  • heyva_confirm_import
  • heyva_import_customers_csv
  • heyva_import_invoices
  • heyva_confirm_accounting_import

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Last reviewed 31 October 2026