Upload From Spreadsheet

Overview

This guide explains how to import transactions into Synced using CSV files through the Paperwork module. The feature enables bulk data entry when working outside of integrations or the Excel add-in.

Step-by-Step Instructions

1. Access the Paperwork Module

Navigate to the Paperwork module via the side navigation menu.

2. Create a New Report

In the top right corner of the summary page, click the '+ New Report' button.

3. Select Import Option

Choose the 'Import From Spreadsheet' option from the available menu.

4. Prepare Your CSV File

• Create a CSV file with the specified columns, or download the provided template
• Update the file with relevant transactions you want to add to Synced
• Save the completed file

5. Upload the File

Upload your saved CSV file through the upload interface.

6. Execute the Import

Once the file uploads successfully, click the 'Import' button to proceed.

7. Review Categorisation Results

The system categorises imported transactions as:

• Success: Transactions with valid bank account matches
• Error: Transactions failing due to duplicate entries or invalid account names

8. Name and Save the Report

Select an existing report name or create a new one. Using an existing report appends successfully imported transactions to that report.

Completion

After processing, transactions become available in the summary table for reconciliation purposes.