Migrate to Digits from Xero, Puzzle, or Another Platform

Step 1: Add a Client and Import Your Client's Chart of Accounts

You can add a client directly from your Firm Dashboard. There are three ways to start:

1. Click + Add Client at the top right of your dashboard (next to “Send Feedback”).

2. Or, click your firm name in the top-left corner and select + Add Client from the dropdown.

3. If this is your first client, you can click Add First Client in the middle of the dashboard.

1. Follow the prompts until you see "How would you like to get started?", then select your previous platform (Xero, Puzzle, or Other).

2. If you wish to retain your client's existing account structure from their previous platform, select Manual Upload and click Next.

Fill Out and Upload Your CSV

In the downloaded template, fill in these fields for each category:

• Category Name

• Category Number (optional, only if applicable)

• Category Type (Income, Expense, Asset, etc.)

Then:

1. Save your completed CSV.

2. Back in Digits, click Upload CSV.

3. Review the preview screen.

4. If everything looks correct, click Submit to import your chart of accounts.

Also see: Import Your Chart of Accounts

Step 2: Connect Your Client's Banks & Integrations

Once the Chart of Accounts is in place, connect the client's bank accounts, credit cards, and any integrations to Digits.

1. Follow the prompts to connect bank accounts and credit cards.

1. On the next screen, you'll be asked if you'd like to add any additional integrations (e.g., Gusto, Stripe, Ramp). You can connect these now or skip and add them later from the Connections tab.

2. After completing this step, Digits will provision the account — this takes a few minutes. Once ready, you'll be directed to your client's new Home dashboard.

Step 3: Enter the Client's Opening Balances

To ensure the client's accounts reflect accurate beginning totals in Digits, you'll need to enter their opening balances via a journal entry in the Ledger.

The date you use for your opening balances depends on how much historical detail you want in Digits.

Option A: Start Fresh from Your Last Close

Example: If the client's books were last closed on 12/31/2025, enter those ending balances in Digits as opening balances dated 1/1/2026. In Step 4, you will set the integration start dates to match this date.

Option B: Include Historical Transaction Detail

If detailed historical data is required in Digits, you will need to set the opening balances further back.

For example, if your client's books were last closed on 12/31/2025 and you want two years of prior history, enter your ending balances as of 12/31/2023 as opening balances dated 1/1/2024. Then, in Step 5, you'll import your detailed transactions from 1/1/2024 through 12/31/2025.

To enter the opening balances:

1. In the left navigation menu, go to Accounting → Ledger.

2. In the top right corner, click + Add Transaction.

3. Create a journal entry with your opening balance for each account.

See: Journal Entries in Digits

Step 4: Set Integration Start Dates

Once the opening balances are entered, configure the start date for each of the client's integrations. This ensures Digits only pulls transactions from the chosen start date forward. This applies to all connections — banks, credit cards, payroll, and any other integrated tools.

1. From the left navigation menu, go to Connections → My Connections.

2. Click Manage next to each account you've connected.

1. Next, click on each individual account (e.g. Checking Account, Credit Card).

1. Make sure the Historical Transaction Import toggle is to the left.

1. Click Select date and choose your start date from the calendar.

1. Click Save.

2. Repeat this for all of the client's integrations — banks, credit cards, payroll, etc. Digits will take a few minutes to process once start dates have been set.

Step 5: (Optional) Import Historical Transactions

If you selected Option B in Step 3, you will need to import the client's historical transactions from their previous platform for the period between the opening balance date and the date they joined Digits (e.g. 1/1/2024–12/31/2025). If you selected Option A, this step can be skipped.

1. From the left navigation menu, go to Accounting → Ledger.

2. Click the dropdown next to + Add Transaction → Import Journal Entries.

3. Download the Digits CSV template.

4. Format your transaction data from your previous platform to match the template.

5. Upload the file, review the column mappings, and click Next to complete the import.

6. See also: Journal Entries in Digits