CSV Integration – Step-By-Step Instructions
Register for a User Account to use Tradebox.
Prepare Sage 50 Accounts or Xero Accounts to receive data from Tradebox.
Download and install Tradebox.
Prepare and configure CSV file for import into Tradebox
Create CSV integration in Tradebox.
Configure CSV channel settings in Tradebox.
Integrate CSV channel in Tradebox with Sage 50 Accounts or Xero Accounts.
Tradebox provide paid Onboarding and Training sessions which can be booked online