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Read this article to learn how to manually import data to a previous period and restore automatic synchronisation, so your records stay accurate and up to date. The process has three stages: you switch the active sync off, import the data, then switch the sync back on.

Table of contents 

How do I switch off the active sync?

If there is an active sync in the client file, you need to switch it off first.

  1. On the client file overview page, click the client file name at the top of the left panel and choose Edit Client.
  2. Click the Sync tab.
  3. In the Bookkeeping data sync block, click Switch sync.
  4. Choose the second synchronisation scenario, Switch back to manual upload.

How do I import the data manually?

Once the sync is switched off, you can import data manually into a previous period.

  1. Click Add new period on the client file overview page to add data for a new period.
  2. Click Upload file.

For the full upload procedure, including file requirements and column mapping, see How to add manual data to a client file?

How do I re-enable the synchronisation?

After the data is imported, you can switch the sync back on.

  1. On the client file overview page, click the client file name at the top of the left panel and choose Edit Client.
  2. Click the Sync tab.
  3. Click Set up sync.
  4. Choose the option to switch from manual upload to an automatic synchronisation.
  5. Choose your sync and set the sync start date.
  6. Click Save changes.

For more on choosing the right start date, see How do I switch between syncs or from manual upload to automatic synchronisation?

Make sure you set the correct sync start date, otherwise the synchronisation may overwrite the newly imported data. The sync start date should align with the start of the financial period.