What this does: If you use Xero, MYOB, or QuickBooks, you can export a list of uncoded transactions as a CSV file and import it into Gatheroo to create a request pre-populated with those transaction details – ready to send to your client for review or approval.

  1. Export the relevant transactions from your accounting software as a CSV file. Most accounting tools have a standard export option for uncoded or outstanding items.
  2. In Gatheroo, go to Requests → New Request.
  3. Look for the Import from CSV option and select it.
  4. Upload your CSV file. Gatheroo will read the columns and map them to the request fields.
  5. Review the imported items and make any adjustments needed.
  6. Select the contact, complete the request setup, and send.