Bring Your Own Data - Connect Flow

Once your customer receives the Sites link and opens it in a new browser tab or window, they’ll follow these steps to upload their financial data:

1. Select Accounting Service
   On the Select Accounting Service screen, the customer should choose Data Upload and click Continue.

   

2. Upload Supported Files
   Customers can either click to browse or drag and drop their financial files into the upload box. Supported formats include: PDF (.pdf), Word (.doc or .docs), Excel (.xls or xlsx), CSV (.csv), or JSON (.json)

   

3. Review and Submit
   Once the required files are listed on screen, the customer clicks Next to begin the upload process.

   

4. View sync status
   Upon receiving that the Uploads are successful; the system will be send an Webhook event that can be reviewed in the Webhook logs on the Dashboard.