Key Steps
How to Use Sumday
Import Financial Transaction Data from Xero for Scope 3

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!
 
  1. Navigate to Assessments
  1. Select your Assessment
  1. Go to Transaction
  1. Select New Import.
  1. If Xero isn’t already connected, you’ll see a Connect Now button.
  1. Select the Xero organization you’d like Sumday to access and click Allow Access.
  1. 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.
  1. Once connected, you’ll see a green Xero Connection Complete button in the top right corner and a Select button to proceed.
  1. 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:
      1. Select all accounts
      1. Set the date range to reflect the import date range
      1. Set Grouping/Summarising to "None"
      1. Select the Columns that align to the CSV template
      1. Bonus points: reorder the columns to align with the CSV template
      1. Click the update button to refresh the report
      1. Click the Export Button and export to Excel
      1. Bonus Points: Save As "Custom" so you can use the report for future periods
      1. 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.
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Data flow diagram

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

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Deleting the import

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

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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’.

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Last updated on September 4, 2024

Import via CSV upload Confirm your import details