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Importing new transactions to an existing data source
Importing new transactions to an existing data source

How to import new transactions to an existing data source.

Updated over a week ago

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:

  1. Go to the Data Sources page.

  2. Click Sync.

  3. 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:

  1. Go to the Data Sources page.

  2. Find your existing data source.

  3. On the right hand side of the data source, click the three vertical dots.

  4. Select Sync.

  5. 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.

  1. Go to the Data Sources page.

  2. Find your existing data source.

  3. On the right hand side of the data source, click the three vertical dots.

  4. Select Import files.

  5. Upload your CSV files from the exchange (or use our custom CSV template).

  6. Click Import.

Note: You need to ensure you only import new transactions (that don't exist in Syla) to avoid duplicates appearing in your transaction history.

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

  1. Go to the Transactions page in Syla.

  2. Ensure the Sort By is set to Newest to Oldest.

  3. Select Filter By > Data Source, and select the data source you will do the import for.

  4. 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. We avoid importing duplicates by only importing new transactions that have occurred after this date.

Step 2 - Export your new transactions from your platform

  1. Log in to your exchange platform.

  2. 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.

  3. 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.

  4. Upload the transaction file containing only the new transactions into Syla.

  5. Click import.

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