Bulk import expenses

Import multiple expenses at once using a CSV file. This is useful when you need to add a batch of expenses from a credit card statement or an external system.

Overview

Instead of creating expenses one at a time, you can upload a CSV file containing multiple expenses and import them all in a single operation. Imported expenses appear in your expenses list with Draft status, ready for review.

How to import expenses

The import process has three steps: upload, map, and confirm.

Step 1: Upload your CSV

Navigate to Expenses in the left sidebar.
Click Import in the top-right corner.
Click Choose File and select your CSV file.
Click Next.

The Import dialog with the file upload area

Step 2: Map columns

Eloope shows you the columns found in your CSV and asks you to map them to expense fields.

For each column in your CSV, select the matching Eloope field from the dropdown.
Mark any columns you want to skip as Do not import.
Click Next.

The column mapping screen with CSV columns matched to Eloope fields

Step 3: Preview and confirm

Eloope displays a preview of the expenses that will be created. Review the data carefully.

Check that amounts, dates, and merchant names look correct.
Look for any rows flagged with warnings (e.g., missing required fields).
Click Import to create the expenses.

The import preview table showing parsed expenses ready for confirmation

Required CSV columns

Your CSV must include at least these three columns:

Column	Description
Date	The date of the transaction. Accepted formats: YYYY-MM-DD, MM/DD/YYYY, DD/MM/YYYY.
Amount	The expense amount. Use a period as the decimal separator.
Merchant	The name of the vendor or business.

Optional CSV columns

You can also include these columns for more complete records:

Category: Must match an existing category in your Eloope account.
Currency: Three-letter currency code (e.g., USD, EUR, GBP). Defaults to your home currency if omitted.
Description: A note or memo for the expense.
Cost Center: The department or project to assign the expense to.

After import

All imported expenses are created with Draft status. This gives you a chance to:

Review each expense for accuracy.
Attach receipts where needed.
Assign categories if they were not included in the CSV.
Add expenses to a report when ready.

Note: If an error occurs during import, Eloope tells you which rows failed and why. Fix the issues in your CSV and re-import only the failed rows.