{"id":7631,"date":"2026-09-21T23:20:52","date_gmt":"2026-09-21T15:20:52","guid":{"rendered":"https:\/\/dev.grayrock.asia\/?p=7631"},"modified":"2026-09-21T23:20:52","modified_gmt":"2026-09-21T15:20:52","slug":"import-existing-data-into-grayrock","status":"publish","type":"post","link":"https:\/\/dev.grayrock.asia\/pt\/import-existing-data-into-grayrock\/","title":{"rendered":"How to Bring Your Existing Data into Grayrock"},"content":{"rendered":"<div id=\"ez-toc-container\" class=\"ez-toc-v2_0_88 counter-hierarchy ez-toc-counter ez-toc-black ez-toc-container-direction\">\n<div class=\"ez-toc-title-container\">\n<p class=\"ez-toc-title\" style=\"cursor:inherit\">Table of Contents<\/p>\n<span class=\"ez-toc-title-toggle\"><a href=\"#\" class=\"ez-toc-pull-right ez-toc-btn ez-toc-btn-xs ez-toc-btn-default ez-toc-toggle\" aria-label=\"Alternar tabela de conte\u00fado\"><span class=\"ez-toc-js-icon-con\"><span class=\"\"><span class=\"eztoc-hide\" style=\"display:none;\">Toggle<\/span><span class=\"ez-toc-icon-toggle-span\"><svg style=\"fill: #999;color:#999\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" class=\"list-377408\" width=\"20px\" height=\"20px\" viewbox=\"0 0 24 24\" fill=\"none\"><path d=\"M6 6H4v2h2V6zm14 0H8v2h12V6zM4 11h2v2H4v-2zm16 0H8v2h12v-2zM4 16h2v2H4v-2zm16 0H8v2h12v-2z\" fill=\"currentColor\"><\/path><\/svg><svg style=\"fill: #999;color:#999\" class=\"arrow-unsorted-368013\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"10px\" height=\"10px\" viewbox=\"0 0 24 24\" version=\"1.2\" baseprofile=\"tiny\"><path d=\"M18.2 9.3l-6.2-6.3-6.2 6.3c-.2.2-.3.4-.3.7s.1.5.3.7c.2.2.4.3.7.3h11c.3 0 .5-.1.7-.3.2-.2.3-.5.3-.7s-.1-.5-.3-.7zM5.8 14.7l6.2 6.3 6.2-6.3c.2-.2.3-.5.3-.7s-.1-.5-.3-.7c-.2-.2-.4-.3-.7-.3h-11c-.3 0-.5.1-.7.3-.2.2-.3.5-.3.7s.1.5.3.7z\"\/><\/svg><\/span><\/span><\/span><\/a><\/span><\/div>\n<nav><ul class='ez-toc-list ez-toc-list-level-1' ><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-1\" href=\"https:\/\/dev.grayrock.asia\/pt\/import-existing-data-into-grayrock\/#Import_Existing_Data_into_Grayrock\" >Import Existing Data into Grayrock<\/a><ul class='ez-toc-list-level-3' ><li class='ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-2\" href=\"https:\/\/dev.grayrock.asia\/pt\/import-existing-data-into-grayrock\/#Start_With_the_Product_Youre_Moving_Into\" >Start With the Product You&#8217;re Moving Into<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-3\" href=\"https:\/\/dev.grayrock.asia\/pt\/import-existing-data-into-grayrock\/#Moving_Financial_Data_into_Grayrock_Money\" >Moving Financial Data into Grayrock Money<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-4\" href=\"https:\/\/dev.grayrock.asia\/pt\/import-existing-data-into-grayrock\/#Moving_Trading_History_into_Grayrock_Trading_Journal\" >Moving Trading History into Grayrock Trading Journal<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-5\" href=\"https:\/\/dev.grayrock.asia\/pt\/import-existing-data-into-grayrock\/#Historical_Import_vs_Automatic_Sync\" >Historical Import vs Automatic Sync<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-6\" href=\"https:\/\/dev.grayrock.asia\/pt\/import-existing-data-into-grayrock\/#Review_Before_You_Commit\" >Review Before You Commit<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-7\" href=\"https:\/\/dev.grayrock.asia\/pt\/import-existing-data-into-grayrock\/#Keep_Your_Original_Export\" >Keep Your Original Export<\/a><\/li><\/ul><\/li><\/ul><\/nav><\/div>\n<h2><span class=\"ez-toc-section\" id=\"Import_Existing_Data_into_Grayrock\"><\/span>Import Existing Data into Grayrock<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><strong>Intro<\/strong><\/p>\n<p>Moving to new software should not always mean starting again from an empty account.<\/p>\n<p>Grayrock Money and Grayrock Trading Journal are designed for different types of information, so each product provides import workflows appropriate to the data it manages.<\/p>\n<h3><span class=\"ez-toc-section\" id=\"Start_With_the_Product_Youre_Moving_Into\"><\/span>Start With the Product You&#8217;re Moving Into<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>Before importing anything, identify the destination.<\/p>\n<p><strong>Grayrock Money<\/strong> works with financial information such as accounts, transactions and categories.<\/p>\n<p><strong>Grayrock Trading Journal<\/strong> works with trading history, trade records and related performance data.<\/p>\n<h3><span class=\"ez-toc-section\" id=\"Moving_Financial_Data_into_Grayrock_Money\"><\/span>Moving Financial Data into Grayrock Money<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>Grayrock Money supports compatible CSV and XLSX data imports.<\/p>\n<p>The guided import process can help map supported information such as accounts, transactions, categories and other compatible fields before records are added to the workspace.<\/p>\n<p>Different source applications can structure financial data differently, so reviewing the mapping and normalized information is an important part of migration.<\/p>\n<h3><span class=\"ez-toc-section\" id=\"Moving_Trading_History_into_Grayrock_Trading_Journal\"><\/span>Moving Trading History into Grayrock Trading Journal<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>Grayrock Trading Journal provides several routes for bringing existing trading history into the journal.<\/p>\n<p>These include recognized historical imports from:<\/p>\n<p><strong>MT4<\/strong><br \/>\n<strong>MT5<\/strong><br \/>\n<strong>cTrader<\/strong><\/p>\n<p>and supported:<\/p>\n<p><strong>CSV<\/strong><br \/>\n<strong>XLSX<\/strong><br \/>\n<strong>HTML<\/strong><\/p>\n<p>Compatible custom structures can also use Raw Data Mapping where available.<\/p>\n<p><strong>Internal link:<\/strong> Explore Trade Import &amp; Migration \u2192<\/p>\n<h3><span class=\"ez-toc-section\" id=\"Historical_Import_vs_Automatic_Sync\"><\/span>Historical Import vs Automatic Sync<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>Historical import and automatic synchronization solve different problems.<\/p>\n<p><strong>Historical Import<\/strong> brings existing trading records into Grayrock.<\/p>\n<p><strong>Grayrock Sync<\/strong> keeps supported MT4 and MT5 completed trades synchronized while MetaTrader and the connector are running.<\/p>\n<p><strong>Internal link:<\/strong> Discover Grayrock Sync \u2192<\/p>\n<h3><span class=\"ez-toc-section\" id=\"Review_Before_You_Commit\"><\/span>Review Before You Commit<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>Imported data should be reviewed rather than accepted blindly.<\/p>\n<p>Check account assignments, dates, transaction or trade values and other mapped information before relying on imported records for analysis.<\/p>\n<h3><span class=\"ez-toc-section\" id=\"Keep_Your_Original_Export\"><\/span>Keep Your Original Export<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>Even after a successful migration, retain the original source file.<\/p>\n<p>Keeping the original export provides an independent reference and makes it easier to review or repeat a migration if necessary.<\/p>","protected":false},"excerpt":{"rendered":"<p>Import Existing Data into Grayrock Intro Moving to new software should not always mean starting again from an empty account. Grayrock Money and Grayrock Trading Journal are designed for different types of information, so each product provides import workflows appropriate to the data it manages. Start With the Product You&#8217;re Moving Into Before importing anything, [&hellip;]<\/p>","protected":false},"author":1,"featured_media":7648,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[17],"tags":[],"class_list":["post-7631","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-guides-how-to"],"_links":{"self":[{"href":"https:\/\/dev.grayrock.asia\/pt\/wp-json\/wp\/v2\/posts\/7631","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/dev.grayrock.asia\/pt\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/dev.grayrock.asia\/pt\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/dev.grayrock.asia\/pt\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/dev.grayrock.asia\/pt\/wp-json\/wp\/v2\/comments?post=7631"}],"version-history":[{"count":2,"href":"https:\/\/dev.grayrock.asia\/pt\/wp-json\/wp\/v2\/posts\/7631\/revisions"}],"predecessor-version":[{"id":7633,"href":"https:\/\/dev.grayrock.asia\/pt\/wp-json\/wp\/v2\/posts\/7631\/revisions\/7633"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/dev.grayrock.asia\/pt\/wp-json\/wp\/v2\/media\/7648"}],"wp:attachment":[{"href":"https:\/\/dev.grayrock.asia\/pt\/wp-json\/wp\/v2\/media?parent=7631"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/dev.grayrock.asia\/pt\/wp-json\/wp\/v2\/categories?post=7631"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/dev.grayrock.asia\/pt\/wp-json\/wp\/v2\/tags?post=7631"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}