How-to: Save manual company card import layouts

Sheena TrepanierSheena Trepanier Expensify Success Coach - Admin Posts: 2,150 Expensify Team

When uploading your company card files in Domain, you have the option to save your layouts to quickly upload files in the future.

How to make and save a layout

  • Download an OFX, CSV, or XLS file from your online bank account,
  • Log into Expensify using your preferred web browser,  
  • Head to Settings > Domains > [Domain Name] > Company Cards,
  • Click Upload Spreadsheet,
  • Configure your spreadsheet layout settings including account name and the date format.
  • Save and upload your file, then you're done!

The next time you upload a file, you can choose your layout from the Saved Layouts dropdown, or create and save another!

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