Are you receiving SNAP/EBT or WIC benefits? The Expensify.org/SNAP-WIC-VAX campaign is live and accepting new members. Learn more about receiving $50 for submitting a SNAP/WIC receipt and $50 for getting your COVID-19 vaccine here and join today!
I would like to know how to import a csv file which are receipts and the scanned receipts as well
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?
Answers
-
Hello @Patriots28Steelers14! Thanks for reaching out! In regards to the spreadsheet, we have two different ways to import the expenses into Expensify:
If you have any trouble importing the transactions, please reach out to [email protected] and our team will be glad to help!
-
These are not credit cards but receipts
-
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.
-
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
-
no photos just url's of the doc
-
@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.
