How to import new transaction to an existing data source.
API Sync
File Import
API Sync
If your Data Source is set up as an API Sync, then you can re-sync new transactions into your account.
Sync all data sources
To Sync all your transactions in one click:
Go to the Data Sources page.
Click Sync.
Syla will automatically retrieve any new transactions that have occurred on your Data Sources since your last Sync.
Sync a single Data Source
To Sync a single Data Source:
Go to the Data Sources page.
Find your existing data source.
On the right hand side of the data source, click the three vertical dots.
Select Sync.
Syla will automatically retrieve any new transactions that have occurred on your Data Source since your last Sync.
File Import
For Data Sources that don't use an API sync, you'll instead need to import the new transactions by a File Import.
You can import a file to any existing data source in Syla.
Go to the Data Sources page.
Find your existing data source.
On the right hand side of the data source, click the three vertical dots.
Select Import files.
Upload your CSV files from the exchange (or use our custom CSV template).
Click Import.
Note: You need to ensure you only import new transactions (that don't already exist in Syla) to avoid duplicates appearing in your transaction history. Syla will not detect the duplicates automatically.
How to avoid duplicate transactions from a File Import
To avoid duplicates you'll need to ensure you only import new transactions to your existing Data Source.
Here is our recommended approach.
Step 1 - Find the latest transaction date for the Data Source
Go to the Transactions page in Syla.
Ensure the Sort By is set to Newest to Oldest.
Select Filter By > Data Source, and select the data source you will do the import for.
The transaction at the top of the page will be the latest transaction recorded. Note the date of this transaction, this is what we call the Latest Transaction Date. You can avoid importing duplicates by only importing new transactions that have occurred after this date.
Step 2 - Export your new transactions from your platform
Log in to your exchange platform.
Export your transactions as normal. If there's an option to change the date range, then use the Latest Transaction Date we found earlier to ensure you only export the new transactions from the platform.
If you can't specify the date range, then you'll need to instead open the file in a CSV editor such as excel, remove any transactions that occur before the Latest Transaction Date, and save the file in CSV format.
Upload the transaction file containing only the new transactions into Syla.
Click import.
How to undo a File Import or an API Sync
If you've accidentally imported the wrong file, it's possible to undo.
Go to the Transactions page.
In the Filters section select Import History.
This will show you all the imports which have been done, with the most recent at the top.
Select the import which you want to undo.
Now the transactions page will be filtered to only show those transactions which are from the selected Import History.
Click the Delete All button.
This will delete all the transactions that match the current set of filters.
Important: Delete All is permanent and can't be undone. It will delete all transactions which match the selected filters.
