Anyone moving from Proffix Px5 to other software needs their data as files: addresses, articles, accounting and more. Proffix uses one principle that works the same way in almost every table. This guide shows it and says honestly where the manufacturer's help has no page of its own for an area.
Before you start
Log in with a user who may see every area you want to take along: addresses, articles, accounting and, if needed, payroll. Export rights can be restricted in the Proffix user administration. If the export command is missing from the context menu, ask your administrator to grant the right. Also create a folder where you collect all the files.
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 Proffix Px5
- Open the table: open the list you want to take along, for example addresses, articles, the chart of accounts or the journal.
- Context menu: right-click in the table. The context menu opens.
- Choose the scope: choose to export the «ausgewählten Zeilen» (selected rows) or the «ganze Tabelle» (whole table). For a switch you usually take the whole table.
- Choose the format: select Microsoft Excel or text (CSV) and save the file in your folder. Alternatively, copy with Ctrl+C and paste into Excel.
- Addresses: in the address administration, first search for the entries you want. Right-click and export «alle Daten» or «ausgewählte Daten» as CSV or Excel. This brings customers, suppliers and contacts along.
- Repeat: go through the same steps for every other table. For accounting, export the journals of each year you want to transfer.
For recurring tasks, Proffix also offers an export module with custom export definitions that can be bundled. For a one-off switch, the context menu is usually enough.
What the manufacturer's help does not describe separately
For articles, chart of accounts, journal, open items, payroll journal and employee master data, the Proffix help has no dedicated pages. You export these areas with the same context-menu principle from the relevant list. For invoice PDFs, documents and absences we found no description. In that case, write to Proffix support or tell us: we are happy to show you the export.
Practical example: Alpstein Bau AG
Alpstein Bau AG is a fictitious construction company with twenty employees. It switches on 1 January. In November the bookkeeper opens the addresses in Proffix and exports the whole table to Excel. She does the same with the articles, the chart of accounts, the journals of the last three years and the open items. If a command is missing, she asks the administration for the export right. She puts all the files in one folder and sends them to KMU | base. Until the end of December the company keeps booking in Proffix; the export is repeated on the cut-off date for any additions.
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 Proffix (Px5) 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
- Proffix blog: «Exportmöglichkeiten in Proffix Px5» and «Datentabellen exportieren in Px5», accessed on 9 November 2026: proffix.ch, proffix.ch
- Swiss Code of Obligations (CO, SR 220), Art. 958f: fedlex.admin.ch
This guide describes the menus of Proffix (Px5) according to the manufacturer's help; labels may change. Information as of 9 November 2026.