Import a dossier from Mossanid

This page imports the backup of a Mossanid Compta dossier: fiscal years, accounts, journals, entries and lettering are carried over.

Video: take over a dossier from Mossanid

Watch the step-by-step tutorial

Open this page in the app

Steps

Drop the backup — the Mossanid backup file. It is usually a 7z file with no extension. The zip format is also accepted. The file is analysed and nothing is written.
Check the analysis table — each detected company has one row (see below).
Confirm — the import runs in the background. You can leave the page.
Follow the import — a progress bar per company shows 5 steps: “Backup analyzed”, “File ready”, “Data loaded”, “Import in progress”, “Imported”. Then the history shows the result: fiscal years, entries and lines carried over. The Open the file link opens the imported dossier.

This is a dedicated page, not a dialog. Access: the Import from Mossanid button in the list of firm dossiers, or the accounting onboarding of a blank dossier.

Analysis table

Column	Values
Company	Name of the detected company.
Tax ID	Tax identifier (IF) of the company.
Fiscal years	Detected fiscal years, with the number of lines.
State	New (no dossier), Existing, empty (dossier with no entry), Existing, in use (dossier with entries)
Action	Create a dossier, Existing (import into the blank dossier) or Skip
Email	Optional. Available only for the Create action.
Opening balances	Opening-balance method: By balance or Detailed (see Accounting settings). The default is By balance.

Below the table, a counter shows the number of dossiers to create and the free seats of the firm (“N to create / M free seat(s)”).

What is imported

Fiscal years: with their Mossanid status (open or closed). Opening balances are frozen.
Company identifiers (IF, RC, patente, CNSS…): taken from the backup. The accountant sees them read-only.
Accounts: if the code exists in the shared chart of accounts, the account is customised (never duplicated). Otherwise, it is created. 8-digit codes are kept as they are.
Journals: mapped by role, from the entries: opening balances (“OUVERTURE”), sales (“VENTE”), purchases, miscellaneous operations, closing, banks (BQ1…) and cash (CA…). The Mossanid code stays in the reference of each line.
Entries: one folio becomes one entry. Each line keeps its original date.
Lettering, journal/account ranges (warn mode) and accounting settings.

Good to know

A created dossier uses one seat of the firm. When the dossiers to create exceed the free seats, the confirm button is disabled and a message is shown.
Only a blank dossier (no entry) can receive an import. A dossier with entries is left untouched: its company is skipped.
An existing fiscal year with no entry is reused if it has the same dates as an imported year. If it overlaps with other dates, it is replaced.
Imported opening balances are carried over as they were and are never recalculated.
The copy of the previous year’s closing (lines with no journal and no date) is not imported.
An invalid date (for example 31/11) is moved to the end of the month.
Each line keeps its original date in the ledger. The entry date stays shown in small print.
Not imported yet: fixed assets, capital, VAT, third parties.
From the accounting home of a blank dossier, the same page imports a single company into that dossier.

Troubleshooting

The confirm button is disabled: the dossiers to create exceed the free seats. Choose Skip for some companies or add seats.
A company failed: read the message in the history. Fix the cause, then run the import again with the same backup.
The page is not available: only a firm user (accountant) can import.