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Finance | base3 min readUpdated:

Export data from KLARA: guide for switching

Export reports, payroll accounts, customers and articles from KLARA: step by step with menu paths and an honest note on the gaps.

KMU | base editorial team

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Stacked cardboard boxes, ready for the move

Anyone moving from KLARA to other software needs their data as files: reports, payroll accounts, customers and articles. The KLARA help describes some exports precisely and others not at all. This guide shows what is documented and says honestly where we help you.

Before you start

Log in with a user who may see accounting, customers, articles and payroll. Create a folder where you collect all the files. KLARA backs up your data daily but does not provide individual backups to download. If you want a copy of your own, the exports are the way.

Export before you cancel: once the contract ends, access is gone, yet you must keep the business records for ten years (Art. 958f of the Swiss Code of Obligations, CO).

Step by step: exporting from KLARA

  1. Company and payroll reports: open the menu item «Firma – Berichte». Here you find the company and payroll reports.
  2. Payroll account per employee: choose «Firma» › «Berichte» › «Mitarbeiter Lohnkonto, einzeln». The total for the whole company comes from «Lohnkonto Unternehmen, Total». The help does not state the format.
  3. Accounting reports: open «Buchhaltung», then the «Berichte» tile, and click «PDF herunterladen» at the top right. According to the help, journal, balance sheet and income statement exist only as PDF.
  4. Customers and partners: open «Kunde / Partner» and export in the filter row. You can choose statistics, customers / partners and notes, for all or filtered. Here too, the help does not state the format.
  5. Articles: in the menu item «Artikel», export the complete article master as an Excel file that can be imported again.
  6. Cash journal: if you use the cash register system, choose «Kassensystem – Journal», the register and then the daily journal.

What the help does not describe

For the chart of accounts, open items, invoices as a bulk PDF, employee master data, absences and documents, the KLARA help describes no export. Journal, balance sheet and income statement exist only as PDF, which is hard to reuse as a table. For everything else, ask KLARA support whether an export is possible. Or tell us: we are happy to show you the export.

Practical example: Bäckerei Moser

Bäckerei Moser is a fictitious family business with two branches and eight employees. It switches on 1 January. In November the owner downloads the journal, balance sheet and income statement reports from KLARA as PDF, plus the employees' payroll accounts. She exports the article master with the breads and pastries as an Excel file, and the customers via the filter row. For the chart of accounts and the open items, which the help does not describe, she writes to support. She puts all the files in one folder and sends them to KMU | base.

How KMU | base helps

1. We take care of it. The data transfer is free of charge and takes at most 24 hours on working days. You supply the export, we sort and enter the data. More details are on the page From KLARA to KMU | base.

2. Trial run before the transfer. You see what will be created and what already exists. Nothing is transferred without your approval, and a transfer can be reversed.

Want to try it yourself? Have a look at the demo or open a test account.

Sources

This guide describes the menus of KLARA according to the manufacturer's help; labels may change. Information as of 9 November 2026.

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