Import/Export to and from Kojo

This article reviews the process for importing and exporting to and from Kojo and your accounting system, when you do not have a direct integration between the two. These options are only available without a live integration, so reach out to the Kojo Support team if you don't see these options and should!

Importing into Kojo

In order to get Jobs, key accounting codes and Vendors into Kojo, you will need to utilize this import template.

Importing Jobs

Go to Jobs > Upload Job Files

Importing Phase Codes

Go to Jobs > Upload Job Files

Importing Cost Codes

Go to Jobs > Upload Job Files

Importing Vendors

Go to Settings > Vendors > Add New Vendor

Importing Tax Codes

Go to Settings > Admin > Setup > Tax Codes > Upload Multiple Tax Codes

Exporting from Kojo

You can export Purchase Orders from Kojo by utilizing our smart export tool! You can configure the field format to best match your accounting system's needs.

Exporting Purchase Orders

To export an individual order and/or configure the format of the export, go into an individual order, select Options > Export Order

Then, you can create and save a custom format for exporting your orders

You can bulk export multiple orders at once, by selecting the orders and clicking Options > Export Orders

*Note: Exporting Internal Orders is done from the Internal Orders section in Warehouse. If a negative quantity is not allowed in your ERP, this setting can be adjusted in your Admin Settings under Admin > Setup > Warehouse.