I would like to know how to import a csv file which are receipts and the scanned receipts as well

Patriots28Steelers14

Hi I am new to the community and I would love to contribute to this thread as well. I exported a csv file from verify a file that holds about 250 receipts on my desktop. How do I import this into expensify along with the scanned data?

Cortney Ofstad

Hello @Patriots28Steelers14! Thanks for reaching out! In regards to the spreadsheet, we have two different ways to import the expenses into Expensify:

• Personal Transactions
• Company Transactions

If you have any trouble importing the transactions, please reach out to [email protected] and our team will be glad to help!

Patriots28Steelers14

These are not credit cards but receipts

Cortney Ofstad

Hello @Patriots28Steelers14! No worries — we used the term "credit card" here as that is how this feature is most commonly used, but you can upload any type of expenses.

But to clarify, does the spreadsheet have receipt images in it? If so, this will not work. You would need to upload the images via another method found here.

Patriots28Steelers14

Date on Document Date Added Document Link Category Vendor Vendor Address Tags Notes Billable Customer Project Reimbursable Uploaded To Paid By Payment Type Currency Tax USD Tip USD Total Spent USD Total Received USD

This is the title of the data

Patriots28Steelers14

no photos just url's of the doc

Cortney Ofstad

@Patriots28Steelers14 Unfortunately, URLs will not work either. You'll need to update the spreadsheet to match the format of the example spreadsheet found here in order to upload it. Only specific information is imported in to be applied to the transactions.

If you have any clarifying questions, or need additional guidance on uploading the spreadsheet, please reach out to [email protected] and our team will be glad to help.