Getting Started
- Getting Started
  - What is Sumday?
  - What is Carbon Accounting?
  - What is the GHG Protocol?
  - Explain Scope 1 Emissions under the GHG Protocol
  - Explain Scope 2 Emissions under the GHG Protocol
  - Explain Scope 3 Emissions under the GHG Protocol
How to Use Sumday
- Settings and Features
  - How do I access the demo account?
  - How do I access account settings?
  - How do I manage staff or create a client account as an advisor?
  - How do I add a note to transactions or worksheets?
  - What is Sumd[AI]?
- Create an Assessment
  - How to Create an Assessment
  - Creating Assessment Periods - Dates
  - How to Import Your Emission Factor Database
  - Understanding Emissions Import Error Messages
- Import Scope 3 Data
  - Transactions - A Summary
  - Import via CSV upload
  - Import Financial Transaction Data from Xero for Scope 3
  - Confirm your import details
  - Adjustments to Imports
- Categorise Transactions in the Carbon Ledger
  - Overview of The Carbon Ledger
  - Using Rules to Code Transactions
  - Using Tracking Categories
- Accounting for Scope 1, 2, and 3 Emissions
  - Calculating Scope 1 Emissions
  - Calculating Scope 2 Emissions
  - Using workpapers to support your calculations
  - Emissions Intensity Metrics
- Reports in Sumday
  - Reports in Sumday
  - Carbon Summary by Month
  - Carbon Trial Balance
  - Carbon General Ledger Report
  - Carbon Baseline Report
  - Net Zero Graph
Sumday Academy
- The Sumday Academy
  - What is the Sumday Academy?
  - Can I record CDP Hours for Courses in Sumday?
- Online Courses
  - What is the Introduction to Carbon Accounting Course?
  - What is the Introduction to Carbon Accounting for Business Course?
  - What is the Carbon for Procurement Professionals Course?
  - What is the Practical Tips for GHG Assurance course?
  - What is the Financed Emissions Course?
- Templates
  - What are Workpaper Templates and how do I access them in Sumday?
  - How Can Sumday help me prepare a Business Case using templates?
  - How can I connect Sumday to PowerBI
Sumday Value Chain Engagement
- Value Chain Engagement
  - How do I ask suppliers to provide emissions data in Sumday?
  - Why would I collect emissions data from suppliers and what steps are involved?
  - How can I improve my response rates to supplier emissions data requests?
Reduction & Targets
- Emission Reduction
  - What do we mean by emission reduction?
  - How can I reduce scope 1 emissions?
  - How can I reduce scope 2 emissions?
  - How can I reduce scope 3 emissions?
  - How can I build the business case for emission reduction
- Setting Net Zero Targets: SBTi Resources
  - What is ‘Net Zero’ and ‘SBTi’?
  - What is the difference between ‘Net Zero’ and ‘Carbon Neutral’?
  - What is involved in setting a science based net zero target?
Emission Factors Database
- Emission Factors
  - What are emission factors and where do they come from?
- Data Sources
  - Details on the AUS DCCEEW Emissions Factor Database
  - Details on the UK DESNZ (Formerly DEFRA)Emissions Factor Database
  - Details on the US EPA Emission Factor Database
  - Details on the EXIOBASE Emission Factor Database
  - Details on the NZ ME Emission Factor Database
  - Details on the AusLCI Emission Factor Database
  - Details on Emission Factors from Clune et al. (2017)
  - Details on the EMBER Emission Factor Database
  - Details on the IPCC Emission Factor Database
  - Details on Emission Factors from Lindstad et al. (2020)
  - Details on the PICCC Emission Factor Database for Agriculture
  - Details on the BC ME Emission Factor Database
  - Details on Emission Factors from Steubing et al. (2022)
- Datasets
  - UK DESNZ: Greenhouse gas reporting: conversion factors 2023
  - UK DESNZ: Greenhouse gas reporting: conversion factors 2022
  - UK DESNZ: Greenhouse gas reporting: conversion factors 2021
  - UK DESNZ: Greenhouse gas reporting: conversion factors 2020
  - AUS DCCEEW: National Greenhouse Accounts Factors 2023
  - AUS DCCEEW: National Greenhouse Accounts Factors 2022
  - AUS DCCEEW: National Greenhouse Accounts Factors 2021
  - AUS DCCEEW: National Greenhouse Accounts Factors 2020
  - AUS DCCEEW: National Greenhouse Accounts Factors 2019
  - AUS DCCEEW: National Greenhouse Accounts Factors 2018
  - AUS DCCEEW: National Greenhouse Accounts Factors 2018
  - AUS DCCEEW: National Greenhouse Accounts Factors 2018
Security and Privacy
- Data and Security
  - Sumday Security Information
  - Data Security and Privacy at Sumday
  - Infrastructure and Application Security
  - Business Continuity and Disaster Recovery Details
  - How to use Multi Factor Authentication
  - Sumday complies with GDPR
  - Sumd[AI]
Plans and Billing
- Plans and Billing
  - How do I cancel my subscription?
  - What are the billing options?
  - How do I access my invoices?
The GHG Protocol
- The GHG Protocol
  - Key Principles under the GHG Protocol - Relevance, Completeness, Consistency, Transparency, Accuracy
Setting the Boundary
- Setting the Boundary
  - Tell me about setting boundaries under the GHG Protocol
  - How to Set Organisational Boundaries
  - How to set Operational Boundaries
Accounting for Scope 2
- Accounting for Scope 2
  - What does the GHG Protocol Say about Scope 2 Emissions?
  - Disclosing Scope 2 Emissions under the GHG Protocol - Recommended Disclosures
Accounting for Scope 3
- Scope 3 - GHG Protocol
  - What does the GHG Protocol’s Scope 3 Standard Cover?
  - What are the key requirements for accounting for scope 3 under the GHG Protocol?
More

Import Financial Transaction Data from Xero for Scope 3

Import using Xero integration

Overview

Our Xero integration lets you import financial transactions directly from Xero into Sumday, making it simple to sync data. To connect Sumday with Xero, start by initiating a transaction import. Once you’ve finalized your accounting for a period in Xero, connect to your Xero organization to bring over the necessary transactions.

Connecting Sumday and Xero

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Hint: We recommend that you finalise your end of period procedures and adjustments prior to importing from xero, this will help to ensure that the amounts in Sumday reconcile back to your Xero file. And there is nothing more satisfying when the books balance - so try and keep it that way!

Navigate to Assessments

Select your Assessment

Go to Transaction

Select New Import.

If Xero isn’t already connected, you’ll see a Connect Now button.

Select the Xero organization you’d like Sumday to access and click Allow Access.

You’ll see a confirmation screen. The connection may take some time, depending on the size of your Xero file. If it takes longer than 60 minutes, please contact us at support@sumday.io.

Once connected, you’ll see a green Xero Connection Complete button in the top right corner and a Select button to proceed.

That’s it! You’re now connected to Xero and ready to import transactions.

After a successful import, you’ll be directed to the Import Confirmation Screen to review and finalize the data.

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Watch the short clip below to step through the process

Feature Name: Import from Xero

Product Location: Transactions

Jobs to be done: Import financial transaction data into Sumday using Xero Integration

Summary: This video will show you how to import your financial transaction data via our Xero integration.

I want to use CSV import instead, what report do I need from Xero?

If you don’t have access to Xero, use our email template to contact your accountant for this.

In Xero you go to: Accounting > Reports > Accounting Transactions. Then once you are in the reporting:

Select all accounts

Set the date range to reflect the import date range

Set Grouping/Summarising to "None"

Select the Columns that align to the CSV template

Bonus points: reorder the columns to align with the CSV template

Click the update button to refresh the report

Click the Export Button and export to Excel

Bonus Points: Save As "Custom" so you can use the report for future periods

If you haven't done step 5, then you will need to do this manually by copying the relevant columns over to the csv import template - If you have then you can copy the listing directly across

Then in the Data Entry section of Sumday select Import Transactions and follow the prompts to finalise the import process through the CSV upload flow.

🎬 Watch this clip on how to export your report from Xero and import it into Sumday

What Permission Level is required from Xero?

To extract the relevant report for a CSV upload from Xero, you need to be at least a "Standard User" with "Reports" permissions or an Advisor User.

Learn about role types on the Xero website here.

Data flow diagram

This is the data that flows through from Xero into Sumday.

Deleting the import

If you have accidentally imported the wrong data you can delete the data by clicking the little bin icon.

If there is a Lock icon, that means the imported transactions cannot be deleted until transactions have been unassigned from worksheets in the assessments section and unreconciled from ‘Reconciled Transactions’.

Did this answer your question?

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Last updated on September 4, 2024

Import via CSV upload Confirm your import details