Switching to LiteWork
Moving to a new invoicing tool doesn’t have to be painful. Whether you’re coming from spreadsheets, another invoicing app, or starting fresh, this guide covers how to bring your existing data into LiteWork and get up and running.
From Xero
If you use Xero for accounting, the fastest way to get started is to connect LiteWork to Xero. Once connected:
- Your existing contacts sync automatically
- You can import existing invoices and quotes from Xero
- New documents you create in LiteWork can be posted back to Xero
This is the recommended approach if Xero is your accounting system. See Understanding Xero Sync for details on how synchronisation works.
From CSV / Spreadsheets
LiteWork’s import system supports CSV files for bringing in data from other tools or spreadsheets:
Importing Contacts
- Export your contacts from your current tool as a CSV file
- Go to LiteWork Settings → Import/Export
- Map your CSV columns to LiteWork’s contact fields
- Review and import
See Importing and Exporting Contacts for the full guide, including supported fields and handling duplicates.
Importing Other Data
LiteWork’s Import/Export System covers CSV import in detail, including field mapping, data validation, and troubleshooting common import issues.
From Another Invoicing App
Most invoicing tools (FreshBooks, Wave, Invoice Ninja, etc.) let you export contacts and invoice data as CSV. The general approach:
- Export your data from the old tool (usually under Settings → Export or similar)
- Import contacts into LiteWork first
- Set your invoice numbering to continue from where you left off
- Start creating new documents in LiteWork
📝 Note: LiteWork doesn’t import invoice documents from CSV — invoices are created natively in LiteWork. If you need historical invoices accessible, keep your old tool’s export for reference, or connect to Xero which can import invoice records.
Starting Fresh
If you don’t need to bring in historical data:
- Create your account
- Set up your company with your details and logo
- Configure your invoice numbering, tax settings, and default terms
- Create your first invoice
Setting Up Your Workflow
Once your data is in LiteWork, take a few minutes to configure your preferences:
- Email Configuration — Customise how your emails look
- Company Details — Logo, address, contact info
- Document Settings — PDF appearance and defaults
- Autosave — Automatic saving preferences
If you work with a team, see Inviting Team Members to bring your colleagues onboard.
Need Help?
If you run into issues during migration, check our Import/Export Troubleshooting guide or contact support@litework.nz.