Import data from Xero

Overview

Our Xero integration imports financial transactions directly from Xero into Sumday.

You will need access to your 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. And there is nothing more satisfying when the books balance - so try and keep it that way!

Connecting Sumday and Xero

1. Navigate to Assessments
2. Select the Assessment you wan to import Xero transactions into 
3. Go to Transactions
4. Select New Import.
5. If Xero isn’t already connected, you’ll see a Connect Now button.
6. Select the Xero organisation you’d like Sumday to access and click Allow Access.
7. 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.
8. Once connected, you’ll see a green Xero Connection Complete button in the top right corner and a Select button to proceed.
9. 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 finalise the data.

Manually exporting transactions from Xero to import into Sumday

To extract the relevant report for a CSV upload into Sumday 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.

Export from Xero

• In Xero go to: Accounting > Reports > Account Transactions.
• In the Account transactions report:
  1. Select all accounts
  2. Set the date range to reflect the import date range
  3. Set Grouping/Summarising to "None"
  4. Select the Columns that align to the CSV template
  5. Bonus points: reorder the columns to align with the CSV template
  6. Click the update button to refresh the report
  7. Click the Export Button and export to Excel
  8. Bonus Points: Save As "Custom" so you can use the report for future exports for Sumday

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

Import to Sumday

• Import for an Assessment
  • Go to Assessments > Select your assessment > Transactions > New Import
  • Select File upload > Next 
  • Follow instructions in the import flow. More details on importing CSV files here.
• Import for a Quick Estimate
  • Go to Quick Estimate > follow import flow prompts 
  • More information on Quick Estimate here.

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’.