Migrating from Manager.io

If your organization has been using Manager.io, you can bring your bank and cash account transaction history into NP Ledger without starting from scratch. This guide walks you through the complete migration from start to finish.

• Bank and cash account transactions (checking, savings, PayPal, cash on hand, and similar)
• Contacts (customers and suppliers) — imported separately

Journal entries and internal accounting entries are not importable via bank registers. Manager.io's bank account registers only show transactions that passed through a bank account (deposits and payments). Internal journal entries — for example, in-kind contribution records, depreciation, or accounting adjustments — don't appear in the register. You'll need to re-enter those manually, or use a future Journal Entries import path.

One file per bank account. Manager.io exports one register at a time, so you'll go through the import once for each bank account that has transactions.

Accounts with no transaction history (for example, a Credit Card or Cash on Hand account you never used): Manager.io won't show a Copy to Clipboard option for those accounts — that's normal. Just add the account in Step 4 of the wizard and skip the import step for it. It will start at $0 in NP Ledger, which is correct.

Step 1 — Create your organization

Complete Step 1 of the NP Ledger setup wizard first. You need an organization before you can do anything else.

Step 2 — Set up your Chart of Accounts

In Step 2 of the wizard, choose the Nonprofit Fund Accounting template as your starting point. It's better than rebuilding from scratch and covers the account types most nonprofits need.

You can add or adjust accounts later, but starting with the template saves time.

Step 3 — Import your contacts

In Step 3 of the wizard, you can import your suppliers and customers as contacts.

To export contacts from Manager.io: 1. Go to Contacts → Customers (or Suppliers) 2. Click Batch Update → Copy to Clipboard 3. Paste into Excel or Google Sheets and save as .csv 4. Repeat for Suppliers

Import each file separately in the NP Ledger contact import step.

If the contact file format doesn't match what NP Ledger expects, you can skip this step and enter contacts manually, or add them as they come up when recording transactions.

Step 4 — Add your bank accounts

In Step 4 of the wizard, add each bank and cash account that your organization uses. Manager.io has no bank account export, so you add these by hand.

For each account, you'll need: - Name — use the same name as in Manager.io (e.g., "Bank Checking," "Paypal account") - Type — Checking, Savings, PayPal, Cash, Credit Card, or Other - Institution name (optional) — the bank or service name

Add all accounts, including any with no transaction history. Those will simply start at $0.

Step 5 — Set up your funds

In Step 5 of the wizard, create one Fund for each Manager.io Division you used to track restricted money.

Structural Divisions like "Expenses" or "Income" are cost-center groupings, not restricted funds. Map those to your General Fund. Only create a separate Fund for Divisions that represent true donor-restricted money (for example, "Restricted Revenue," "In-Kind Contributions").

Step 6 — Import your transactions

In Step 6 of the wizard (Import Transactions), you'll see export instructions tailored to your source. Because you're coming from Manager.io, click "Use the guided Manager.io importer" — this stays inside the wizard and turns on the Manager.io reader, which automatically understands your account registers' Debit/Credit columns and date format. Then follow the steps below for each account that has transactions.

Already finished setup? You can run the same import anytime from Import Spreadsheet in the sidebar and choose "Migrating from Manager.io" on the landing page — it behaves identically.

Exporting from Manager.io

1. In Manager.io, click on a bank account balance to open its register
2. Click Copy to Clipboard — this copies the register as tab-separated data
3. Open Excel or Google Sheets, paste the data, and save as .csv
4. Go back to NP Ledger and upload that .csv file

Repeat for each account that has transactions.

Accounts with no transaction history: If an account shows no Copy to Clipboard option in Manager.io, skip it — those accounts have no transactions to import and will correctly start at $0 in NP Ledger.

What happens in the Preview step

After you upload the file, NP Ledger shows you a preview of the rows before they're imported. Each row will show a yellow warning that says "No account specified." This is expected — Manager.io's bank register doesn't include GL account details.

To resolve this quickly:

1. Use the "Apply to all" bulk tool at the top of the preview table
2. Set the Revenue account for all Receipt (deposit) rows — for example, "Donations to General Fund"
3. Set the Expense account for all Payment rows — for example, "Operating Expenses" or a more specific account

Once you've done that, all rows will turn green and you can confirm the import.

Tip: If you have payments to many different vendors (software, rent, supplies), you can assign a broad "Operating Expenses" account for the bulk import, then go back and reclassify individual transactions to the right accounts later. That's much faster than categorizing every row before importing.

Funds default to your General Fund automatically. If some transactions belong to a restricted fund, you can update them after import — either on the Transaction detail page or in bulk.

After importing

• Repeat the export-and-upload steps for each remaining bank account
• After all imports are done, use the Trial Balance report to verify that your books balance
• For transactions in restricted funds, update the Fund field on those transactions

My file has columns like "Transaction," "Supplier," and "Description" — will that work? Yes. NP Ledger automatically detects the Debit/Credit columns and synthesizes descriptions from the Supplier and Customer columns if the Description column is blank. You don't need to reformat the file.

My dates look wrong after import. When you choose the "Migrating from Manager.io" profile before uploading, NP Ledger automatically rewrites Manager.io's day/month/year dates to the correct format. If you uploaded without selecting the profile, you may see incorrect dates — delete the import batch and re-upload with the profile selected.

I don't see a "Copy to Clipboard" option for one of my accounts. That account has no transaction history in Manager.io. Just skip it — the account in NP Ledger will start at $0, which is correct.

What about my in-kind contributions and journal entries? Those are journal entries in Manager.io that don't appear in bank registers. You'll need to re-enter them manually in NP Ledger using Quick Entry or a future journal entry import.

Can I assign funds during import? The bank register doesn't include division/fund information, so all transactions default to your General Fund. After importing, you can update individual transactions, or use the bulk fund assignment (coming soon) to reassign groups of transactions at once.