From Settings → Migration assistant you have two paths:
SAGA Conta (XML)
Upload the XML export directly. Brivio imports third parties (by CUI, no duplicates) and articles (by code). Invoices are only reported — you import them after review.
Excel / CSV (SmartBill, Oblio, FGO or generic)
- The SmartBill / Oblio / FGO presets automatically recognize the usual headers (client name, CIF, series, number, total, VAT rate), with diacritics normalization.
- For any other source, you manually map each column to its Brivio field.
- Contacts are deduplicated by CUI, articles by SKU; rows with errors are reported individually.
Tips
- Import contacts first, then articles, then invoices.
- Run the import in Test mode (the environment switch) to verify the mapping without touching live data.