Navigation - Bookkeeping > Click client > Settings > General Settings > Opening Balance > Import 

Refer to the link


Opening Balances can be imported directly into Capium through the Bookkeeping module and upon mapping and importing successfully, the various transactions will reflect accordingly across the module.

Clicking the Import button will direct you to the below screen where you simply need to follow the directions; 

Step 1: Download Template File

Step 2: Copy data into template file

Step 3: Import the filled template file into Capium 

The 'Available Fields' section will also the data required in the file and the specific format of the file

Upon importing the transactions (step 3), the last step before finalising the import is to double check the data mappings and then click Import 


Click here to see how to import opening balances