Our Xero integration imports financial transactions directly from Xero into Sumday.
You will need access to the business's Xero account to connect Sumday with Xero. If you don't, you will need to ask your finance team or accountant to assist with the connection. Here's a guide on what to ask for when contacting the finance team or your accountant.
Tip: Before importing transactions from Xero, 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.
Please note, only one Xero organisation can be connected to a Sumday account.
See here if you want to manually export transactions from Xero to upload into Sumday.
Importing transactions directly from Xero to Sumday
- Navigate to Assessments
- Select the Assessment you wan to import Xero transactions into
- Go to Transactions
- Select New Import
- If Xero isn’t already connected, you’ll see a Connect Now button.
- Select the Xero organisation 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 which accounts and transactions to include/exclude in your carbon accounting and finalise the import. see the Import Confirmation Screen article for more information in which accounts are generally included/excluded in carbon accounting.
Deleting an import
You can delete the import by clicking the bin icon at the right hand end of the import's row.
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’. See more on deleting imported transactions here.