Omni Accounts export (on-premise)
Some control rooms still run desktop Omni Accounts rather than a cloud ledger. For them, CleverOps produces import-ready CSV files you bring into Omni by hand — the on-premise counterpart to the live accounting sync connectors, and a sibling of the Pastel export.
You export up to three files here — customers, stock items and invoices — and import each into Omni through its import switches: SF185 Import Accounts (customers and stock) and SF109 Import Sales Documents (invoices), or the grid / copy-and-paste import.
Everything lives under Billing → Config → Import / Export → Omni Accounts. You need the Manage billing permission to export.
Unlike Pastel, Omni does not publish a set import file layout. Its import is column-mapped: you build (or reuse) an import template that maps each column in the file to an Omni field. Every file here therefore carries a labelled header row so you can map it on Omni's import screen.
Treat the column names as a clearly-labelled starting point, not a guaranteed layout — confirm the mapping against your Omni company the first time, then save it as a template for next time. The file format (comma-separated, header row, UTF-8) is a shape Omni's template, copy-and-paste and grid imports accept; the column names and order are our sensible labels and are yours to map.
The tax types and ledger account are specific to your Omni company's setup. The values on this screen are placeholders — a tax type or sales account that does not exist in your company will make Omni reject the rows. Set them before your first export.
Settings
Three settings shape the stock and invoice files. They are remembered per control room in your browser.
- Standard VAT tax type — the Omni tax type/code for 15% VAT lines.
- Zero-rated / no-VAT tax type — used for zero-rated invoice lines.
- Sales ledger (GL) account — invoice lines post to this Omni ledger account.
What you can export
Export and import them in this order — customers and stock first, so the invoices link up to accounts and items that already exist.
Customers
Every customer for the control room, ready for Omni's Import Accounts (customer master). The Omni account code is taken from the customer's original account code if it has one, otherwise its account number, otherwise a generated code. Name, contact person, telephone, email, postal address, VAT number and registration number are all carried across, along with an Active flag.
Stock items
Every active catalog item, ready for Omni's Import Accounts (stock), keyed on the item code (SKU). Both the VAT-exclusive and VAT-inclusive selling prices are exported (the exclusive price is derived from the inclusive one when it is not stored directly), along with the cost price and the standard tax type.
Invoices
Issued invoices in a date range you choose, ready for Omni's Import Sales Documents. Drafts and voided invoices are excluded. The file has one row per invoice line, and each row carries its document-level fields — the Document Number column groups the lines back into documents, so one file can hold many invoices. Each line posts to the sales ledger account, with the tax type matched to the line's VAT. An invoice with no captured lines still exports as a single summary row so the document is never dropped.
Suppliers are not exported
Omni can import a supplier master, and CleverOps now keeps one — the supplier list under Inventory → Purchasing → Suppliers — but the Omni export does not produce a supplier file yet: only the three files above are generated. If Omni needs your suppliers, capture them there by hand.
How Omni reads the files
The files are plain CSV with a header row. In Omni, open the matching import switch — SF185 Import Accounts for customers and stock, SF109 Import Sales Documents for invoices — choose the downloaded file, and map the header columns to Omni's fields (or apply a template you saved earlier). The grid / copy-and-paste import works the same way.
The Omni export is a hand-off, not a live sync — it does not read anything back from Omni, and it does not track what you have already imported. If you want an automatic two-way link, use one of the cloud accounting sync connectors instead.