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 four steps: upload, map, preview, and confirm.

Step 1: Upload your file

1. Navigate to Expenses in the left sidebar.
2. Click the Add Multiple dropdown option in the top-right corner.
3. Drag and drop your file or click to select it. Accepted formats: .xlsx and .csv.
4. Optionally, click Download sample template to get a pre-formatted file.
5. Click Next.

Step 2: Map columns

Eloope auto-detects column mappings from your file. Review and adjust them.

1. For each Eloope expense field on the left, select the matching spreadsheet column from the dropdown on the right.
2. A preview panel shows sample data from the selected column.
3. Required fields are marked with an asterisk (*): Title, Amount, Currency, Date, Category, and Merchant.
4. Optional fields include Description, Funding Source, and Reimbursable.
5. Click Next.

Step 3: Preview and edit

Eloope displays an editable table of parsed expense rows. Review the data carefully.

1. Rows are marked as Valid or Error with visual indicators.
2. Click any cell to edit it inline.
3. Use Select All Valid to select only error-free rows for import.
4. Use Remove Error Rows to clear invalid entries.
5. Click Next when your data looks correct.

Step 4: Confirm and import

1. Eloope shows import progress with success and failure indicators per row.
2. Review the final summary showing how many expenses were created and how many had errors.
3. Click Done to finish, or Import Another to start a new import.

Required file columns

Your spreadsheet must include at least these six columns:

Column	Description
Title	The name or description of the expense.
Amount	The expense amount. Use a period as the decimal separator.
Currency	Three-letter currency code (e.g., USD, EUR, GBP).
Date	The date of the transaction. Accepted format: YYYY-MM-DD.
Category	Must match an existing category name in your Eloope account.
Merchant	The name of the vendor or business.

Optional file columns

You can also include these columns for more complete records:

• Description: A note or memo for the expense.
• Funding Source: How the expense was paid (Business, Personal, Company Card, etc.).
• Reimbursable: Whether the expense is reimbursable (true/false).

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.