CSV Summer (v2.0.0)

1) Upload CSV Files

Admin

Key column (A)

extract number

Key column (B)

extract number

Amount column (A)

Amount column (B)

Tolerance (cents)

Distinct ID column (A) for Quantity

Used by Xero Aggregate Export to count distinct IDs per key.

Columns to include (table + full export)

Hold Ctrl/⌘ to multi-select. Default columns will be used if none selected.

Group by

extract number

Sum columns

Amount A/B will be converted from cents to dollars in export.

Xero Description Field (optional)

If blank, the export will fall back to the most common Description from File A (when allowed).

Use date from A:Filename

Date Column Heading

Enable fees footer row

Fees column (A)

Fees Account

xeroPaymentType

Payee

3) Results

match mismatch no match