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Finance | base4 min readUpdated:

Export data from Topal: guide for switching

General ledger, account sheets and the whole client file from Topal: grids with XML, Excel and CSV, plus Topal Payroll, per the maker’s help.

KMU | base editorial team

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Stacked cardboard boxes, ready for the move

Topal follows nearly everywhere the same principle: what is in a table can be exported. For switching, add the export of the general ledger, the account sheets and, if you want to take everything, the whole client file. This guide follows the manufacturer’s online help.

Before you start: what you need

Sign in with a user who may see and export every area. Create a folder where you collect all the files. Export before you cancel Topal: once the contract ends, access is gone, yet you must keep the accounting records for ten years (art. 958f Swiss Code of Obligations, CO). Note the date of the last export; anything booked afterwards would have to be entered by hand.

Step by step: exporting from Topal

  1. Basic principle: according to the help, the contents of tables (grids) can always be exported as XML, Excel and CSV. Open the table’s context menu (right-click) and choose the export.
  2. General ledger (postings, journal): first filter on the financial year you want. In the context menu of the general ledger grid, export «gefiltert» (all displayed postings) or «ausgewählt». Then choose between the XML file, another client file, «Export nach Excel» or CSV. Repeat for each year.
  3. Account sheets: through the reports you can export account sheets to Excel.
  4. Whole client file: according to the help, the XML export offers «Kompletter Mandant», «Geschäftsjahr», «Mandant für den Treuhänder» and a custom selection. There is also an HRM2 export. For switching, «Kompletter Mandant» is the safest choice.
  5. Topal Payroll: in all table views choose «Exportieren» by right-click, for example to Excel. This outputs staff lists and payroll journal views, as long as they appear as a table.
  6. Excel add-in: the «Topal» add-in creates Excel sheets for master data, chart-of-accounts data, addresses, postings, receivables and payables.

File the exports by year and type, for example «2025_Hauptbuch.xlsx». It saves guesswork later.

Chart of accounts, addresses and other data

For the chart of accounts the help mentions a transfer to another client file; as a file you get it through the grid principle of step 1. According to the function list, addresses and personal accounts can also be exported to a file or another client file; we found no menu path for it. For open items, invoice PDFs, absences and documents the help describes no export. Ask Topal support, or let us help: we are happy to show you the export.

Practical example: Muster Elektro GmbH

Muster Elektro GmbH is a fictional installation firm with six employees. Its fiduciary exports the general ledger of the last three years from Topal to Excel, the account sheets and, once, the whole client file as XML for the archive. Topal Payroll supplies the staff list as an Excel file. KMU | base reads the files in a trial run. The firm approves only when the balance comparison per account matches.

How KMU | base helps

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

2. Trial run before the transfer. You see what will be newly created and what already exists. Nothing is transferred until you approve it, and a transfer can be reversed.

3. Not sure which file is missing? We are happy to show you the export before you cancel Topal.

To try it yourself, take a look at the demo or open a test account.

Sources

  • Topal online help: exporting tables, retrieved on 9 November 2026: info.topal.ch
  • Topal online help: context menu functions, retrieved on 9 November 2026: info.topal.ch
  • Topal online help: export, retrieved on 9 November 2026: info.topal.ch
  • Topal release notes: exporting account sheets to Excel, retrieved on 9 November 2026: info.topal.ch
  • Topal Payroll release notes: exporting table views, retrieved on 9 November 2026: info.topal.ch
  • Topal Business Intelligence: Excel add-in, retrieved on 9 November 2026: info.topal.ch
  • Topal function list for financial accounting (2021), retrieved on 9 November 2026: www.topal.ch
  • Swiss Code of Obligations (CO, SR 220), art. 958f (retention of accounting records): fedlex.admin.ch

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

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