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  1. sumday
  2. Complete an Assessment
  3. Import Transactions

Import Transactions

  • Overview: Importing financial data into Sumday
  • Transactions screen overview
  • Import data with CSV upload
  • Import data from Xero automatically
  • Import from Xero to Sumday via CSV upload
  • Import data via API connection
  • Review and confirm transaction import
  • Adjustments to imported transactions
  • Delete imported transactions
  • Guide: Template emails to request data from finance
  • Guide: Preparing Your Accounting Data for Carbon Accounting
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