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Summ - File

How to import your Summ transactions into Waltio using a file? Follow this tutorial to add your crypto operations easily and safely.

Summ

📝 Description

This article explains how to export your transactions from Summ in order to import them into Waltio.
👉 Useful for consolidating all your trading transactions from Summ into your Waltio account.

⚠️ Warnings

  • Our tool only supports Comma separated CSV files.

  • Opening and saving a CSV file may alter its structure and block its automatic reading by our software.

  • Once downloaded, do not open the file or change its format or date settings.

💡 Recommendations

  • The default day and date format must be kept (do not change it to dd mm yyyy format).

📂 How to access your data

  1. Log in to your Summ account and go to the Transactions page.

  2. Click on the download icon (📥) located in the pagination bar at the top right of the page.

  3. A modal window opens with two export options:

    • Transactions in filter : Exports all transactions matching the applied filters (e.g., 63 transactions)

    • Transactions on page : Exports only the transactions currently visible on the page (e.g., 25 transactions)
      ​

📤 How to export your data

  1. Use the available filters (Date, Category, etc.) to select the transactions you want to export.
    ​

  2. Select the desired option in the modal and click Export [number] transactions.

  3. Your CSV file will be downloaded automatically. A confirmation will appear once the download is complete.
    ​

➕ How to add your data to Waltio

  1. Go to the Import a file page on Waltio.

  2. Upload this file.

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