Import from Xero to Sumday via CSV upload

To manually export financial transactions from Xero to import into Sumday, you can export the Account Transactions Report to a CSV file, and upload this using the CSV import option in Sumday. 

Note, in Xero you need to have at least a "Standard User" with "Reports" permissions or an Advisor User. Learn about role types on the Xero Help Centre here.

Export Account Transactions Report 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 import template
     • Account
     • Account code
     • Contact
     • Date
     • Description
     • Invoice number
     • Net
  5. Click the Update button to refresh the report
  6. Click the Export Button and export to Excel
  7. *Bonus Points: Save the report layout as "Custom" so you can use this for future exports to Sumday

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

Import the CSV file into 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.