Connect your accounting data
Stephen Pell
19 steps
4 minutes
1
Start by importing your financial data\ \ [**Option 1: Set up a direct integration** (Recommended for real-time data syncing)](https://scribehow.com/shared/Connect_your_accounting_ledgers__B08UBDNuTKSY8sEo9riTTw#8909de70)\ \ [**Option 2: Import a CSV file** (Quick and easy for one-time uploads)](https://scribehow.com/shared/Connect_your_accounting_ledgers__B08UBDNuTKSY8sEo9riTTw#7bf01f60)
Option 1: Set up a direct integration (Recommended for real-time data syncing)
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Click "Data Studio" in the sidebar
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Click "Connect" under the logo of your accounting or ERP system
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Click "Allow access"
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Click "Enable"
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Check integration is "connected"
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Click "Transactions"
Option 2: Import a CSV file (Quick and easy for one-time uploads)
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Export your accounting ledgers from your ERP system as an excel or csv file. Alternatively, [download Ocean Group dummy data](https://drive.google.com/drive/folders/1uWtsxGOFkxO1C1ee96PpB1q509E7e8aP?usp=drive_link)
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Click "data studio"
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Click "Import"
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Click "Import Transactions"
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Click "Upload file"
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Select and map additional ledger data points
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Select the currency of your accounting ledgers
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Click "Continue"
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Select "invalid" to review data import errors
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Click "Submit" to push the data into neoeco
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Click "Continue"
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Click "Transactions" to see your imported transactions
