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Historical data import

Historical Sales Data Import: Bring Your Full Transaction History With You

Switching tools shouldn't mean losing your history. Pick a start date, import everything from that point, and start with books that actually reflect the full picture.
4+ years of data synced per client
$30B+ in transactions
10+ workdays saved monthly
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Woman with glasses and concerned expression holding a pen and paper, looking at a laptop with warning messages about incomplete history and unmatched transactions.Man in glasses and suit looking at papers with alerts about failed payment for invoice #5678 and 23 unmatched transactions on screen.

Incomplete history is easy
to overlook

Switching tools mid-year leaves gaps in your GL, making YTD reports unreliable until the history is backfilled.

Without a full year of transactions tax season means reconstructing data manually or filing with incomplete numbers.

Importing thousands of historical transactions one by one means days lost before you're even set up.

Historical sync that brings your full picture into focus

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Flexible date range

Set any start date you need – January 1st for a clean tax year, a mid-year switch date, or further back if your history demands it. How far you can go depends on your plan and the connected platform, so the range flexes with your situation.

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Two-step import

Nothing posts to your books until you say so. With auto-sync off, transactions land in Synder first – review, filter, and confirm before anything hits your accounting software. Prefer a faster flow? Keep auto-sync on, and transactions move through as they import.

Both sync modes support

Whether you're on Per Transaction or Summary Sync, historical sales data import works the same way without any extra setup or mode-specific workarounds. The difference between modes only comes into play later, in how transactions are synced to your books.

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High-volume backfill support

Whether you're backfilling three months or three years, there's no transaction volume cap – import thousands or millions of records in a single operation. Every fee, refund, and payment is included, so your books reflect the full picture.

Built-in completeness check

Once your import is done, run transaction reconciliation to confirm nothing was missed. In Summary Sync, the system verifies that all transactions have been imported from your platforms to build accurate summaries. In Per Transaction, it checks that everything synced through to your accounting software.

Stop launching with half a year of books

From your switch date back to the date you choose – every transaction, fee, and refund imported in bulk, reviewed before posting, and ready for tax season.

Switching tools in September and having data from then

Picking a start date and importing everything

Needing January data for tax season, but not having it

Reviewing transactions before they hit your books

Sitting on 50,000 historical transactions with no systematization

Importing large backlogs in bulk without slowing setup

Having YTD reports that miss eight months of data

Getting day-one reports that reflect your full history

30+ integrations, one unified view of your finances

Synder connects 30+ sales channels and payment processors to your accounting platform or ERP automatically, so your books always reflect what's actually happening in your business.

Start a free trialSee all integrations
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Trusted by thousands of users and partners
4.7
average rating based on 3,400+ reviews
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Built to handle your full transaction history

Explore how Synder helps businesses across industries

"Instead of a bookkeeper spending 40 hours a month manually reviewing thousands of transactions each month—clicking into each one, checking metadata, and categorizing it—Synder does it all automatically, the moment the charge happens. Which means we save 480 hours and almost $24K yearly."

Justin McKelvey
Head of Product at PlayYourCourt
Dermeleve brand name with a blue medical cross symbol to the left.
480+ hours
saved yearly on transaction categorization
$24K+
saved on bookkeeping services yearly
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No manual entry
effortless Stripe-QuickBooks integration

"Synder drastically speeds up the process of reconciliation and eliminates the need to manually check massive transaction files. It now takes me about 40 minutes to finish and review a month’s data, whereas manually, it would have taken at least two days."

Olena Svoiak
Financial Manager at Stape
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95% time
saved on manual reconciliation
180 hours
saved yearly on reviewing end-of-the-month data
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100%
GAAP-compliant revenue recognition and reporting

"Since integrating Synder, Decimal has streamlined workflows, reduced reconciliation time by over 50%, and saved 6-8 hours per client each month, enabling the team to focus on strategic advisory services and client growth."

Kristin Miller
Team Lead at Decimal
Dermeleve brand name with a blue medical cross symbol to the left.
140 hours
saved monthly on month-end
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20 clients
successfully integrated
with Synder
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9 platforms
accurate automated bookkeeping for Stripe, Shopify, QuickBooks, and more

FAQ

Ready to stop reporting on incomplete data?

Pick a start date, import what you need, and start reporting on complete data from the start.
Start importing data
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