Summ

How to import wallet transactions directly from the blockchain

Import Wallet and DeFi Transactions

How to import data from centralized exchanges

Import Exchange Transactions

A Guide to Importing unsupported Integrations via the custom CSV / manual CSV

Custom CSV Import

A guide on importing margin, futures and derivatives trading data using the Custom CSV Template and/or '+' (Add Transaction) feature.

Importing Margin, Futures and Derivatives Manually

A how-to guide on entering a starting or opening balance into the Summ platform for users not wanting to import previous year/s data.

Importing a Starting Balance

A how-to guide covering the process of manually adding transactions into the Summ platform.

How to Manually Add a Transaction

Supported Integrations in Summ

Easily import EVM wallet transactions with auto-detected chains. Adjust selections anytime via 'Scan EVM Chains' for full data control.

Importing Transactions from Related Chains

A guide on how to import multiple wallets into Summ.

How to Bulk Import Wallets

A brief guide on how to import unsupported NFT data into Summ.

How to Import NFTs using the Custom CSV

Vivi Turla

Patrick McGimpsey

Shane Brunette

Guides on how to import all your transactions.

Step 1: Add Accounts and Import Transactions

A guide on how 'sync' and 'hard sync' work, along with tips on how to utilize them.

The Sync Feature

Learn how to add or rename imported wallets and API

How to Add or Rename a Wallet or API Integration

Ben Melbourne

Features

How to sync your wallets to bring in new transactions

Will the platform bring in new transactions automatically?

What to do if my imported API has expired?

Importing xPub, yPub, zPub for UTXO wallets (Bitcoin, Bitcoin Cash, Bitcoin SV, Litecoin, Dogecoin, Dash, etc.)

How to import Bitcoin transactions into Summ

How to Sync From A Specific Date

Learn how to choose the best importing method in Summ when a new integration is added for a wallet or exchange you’ve already imported.

How to Manage Importing When a New Method Is Added to an Existing Integration

Understanding Margin Transaction Imports: Realized P&L vs. Trades

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Create your workspace and invite the people you work with.

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A quick lap of the product so you know where everything lives.

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Step 1: Add Accounts and Import Transactions

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