Skip to main content
Logo Logo
Knowledge Base
Logo
Back to website
  1. Sumday
  2. Complete an Assessment
  3. Import Transaction Data

Import Transaction Data

  • Overview of financial data required for Sumday
  • Transactions screen overview
  • Import data from Xero
  • Import data with CSV upload
  • Import data via API connection
  • Confirm your import details
  • Adjustments to imported transactions
  • Guide: Template emails to request data from finance
YouTube LinkedIn Instagram

© Sumday

installation, branding, customization