Summ

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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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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