Uploading transactions via spreadsheet makes it easy to bring bulk data into Synced when you're working outside of our integrations or Excel add-in. This guide walks you through importing transactions using a CSV file in the Paperwork module.
Navigate to the Paperwork module - https://app.syncedhq.com/paperwork/missing-paperwork
In the top right of the summary page click '+ New Report'
Select the 'Import From Spreadsheet' option
Create a CSV file with the columns specified or download the template. Update the file to add the relevant transactions that you want to add to Synced. Save the file
Upload the saved template file
Once uploaded the 'Import' button will become enabled. Click it
Once the upload is complete, the transactions in the file will be categorized as follows:
Success - these are transactions with a valid bank account match
Error - these are transactions that have not imported correctly because of a duplicate transaction or an invalid account name
Select or create a new name. Selecting an existing report will append the successfully uploaded transactions into that report
Once complete - the transactions will be available in the summary table to reconcile