Migrating from Engager

Moving from Engager to Sodium is straightforward. You'll export your data from Engager as CSV files, then use Sodium's import tools to bring in your clients (with their contacts) and service assignments. The whole process typically takes just a few minutes.

Step 1: Export your data from Engager

  1. Log in to Engager and go to the Clients tab.
  2. Click the option to download your data (usually found in the top-right menu or under settings).
  3. When prompted, tick every box to export all available data — client details, contacts, services, fees, and any other fields offered.
  4. Click Export and save the CSV file to your computer.
Engager export dialog showing all data fields selected for export

Step 2: Import your clients and contacts

Sodium's client CSV import will automatically create all your clients and their associated contacts from the Engager export file.

The Import button on the Clients page in Sodium
  1. In Sodium, go to Clients → Import and select CSV File.
  2. Upload the CSV file you exported from Engager.
  3. Sodium will detect the file format and automatically map the columns to the appropriate fields. You're welcome to check and adjust the mappings if needed.
  4. Review the preview to check everything looks correct, then click Start Import.
  5. Once complete, you'll see a summary of how many clients and contacts were created.

Good to know: As your Engager export includes contact details like email addresses, phone numbers, and dates of birth, these will be imported along with each client automatically.

Step 3: Set up matching services in Sodium

Before you can import your service assignments, you'll need to set up the corresponding services in Sodium. Each service in Engager (e.g. Accounts, Self Assessment, VAT Returns) needs a matching service in Sodium so the import knows where to map it.

The quickest way to get started is to use the Service Library in Settings → Services. Sodium includes a library of pre-configured services covering common accountancy offerings — annual accounts, tax returns, bookkeeping, payroll, and more. Just browse the library, add the services that match what you offer, and customise the pricing to suit your practice.

Good to know: You don't need to set up every service before importing. If you just want to try things out, add one or two services now and import those. You can always come back, add more services, and repeat the import step — it will only create or update what's changed.

Step 4: Import your service assignments

Now that your clients and services are in Sodium, the final step is to bring in which services each client has and at what price. Sodium will automatically detect that your file is in Engager format and help you convert it.

  1. Go to Clients → Import and select Import Client Services.
  2. Upload the same Engager CSV file you downloaded in Step 1. Sodium will detect the Engager format automatically.
  3. You'll be shown the Engager services found in the file (e.g. "A/Cs fee", "SA100 fee"). Map each one to the matching Sodium service you set up in Step 3.
  4. Click Convert File. Sodium will create an import file in the format it understands — download it and review the file in Excel.
  5. Once you're happy with the service mapping, go back to Clients → Import → Import Client Services. This time, upload the converted file you just reviewed.
  6. You'll see a preview showing which services will be created for each client, and any that already exist and will be updated. Click Confirm Import to apply the changes.

What's next?

With your clients and services imported, you're ready to start using Sodium. Here are some things you might want to do next:

Need help with your migration? Get in touch and we'll be happy to walk you through it.