When to use Import vs. Sync

It comes down to one question: does the broker still hand out data for that account?

If it does, use Sync — it pulls balances, trade history and daily detail that Import cannot reconstruct. Import is for everything the broker will no longer give you.

If your broker still offers a data feed for the account, use Sync. PropStax pulls your balances, trade history, and account status directly.

Use Import when:

• The account is closed and the broker no longer offers a feed for it.
• The broker doesn’t support a PropStax data feed at all (some legacy or boutique brokers).
• You’re backfilling old evaluations from before you signed up for PropStax.

Import comes with both plans. A paused account sees a notice when it visits the page: choose a plan to import.

Prop or personal

The Upload pill opens a chooser with two tabs:

• Prop — the spreadsheet importer for past prop accounts. This is the one most people want, and it’s covered in Upload a spreadsheet.
• Personal — trade history for a real-money account. This tab only appears if you have a personal account connected.

Under Personal, PropStax reads CQG execution history — an Orders export from the CQG platform, for trades further back than sync reaches.

Heads up: other brokers’ exports aren’t supported yet. If yours isn’t listed, there’s nothing to upload for it right now — sync is still bringing in everything it can reach.