Import Company Card Transactions From a Spreadsheet

If your bank isn’t supported by a direct connection, you can still import company card transactions into Expensify using a CSV, TXT, XLX or XLSX file. This lets you bring your own card (BYOC) and manually upload company card transactions when a direct bank connection is unavailable.

If your bank does support a direct connection, you can connect your account to automatically import transactions. Learn how to set up a direct company card feed connection.

Who can import company card transactions from a spreadsheet

Only Workspace Admins can import transactions for company cards.

How to import company card transactions from a spreadsheet

1. In the navigation tabs (on the left on web, on the bottom on mobile), go to the Workspaces and select your workspace.
2. Click Company Cards.
3. Click on Add card.
   • If you already have a company card feed set up, click the feed name to see Add Card.
4. Choose Import transactions from file.
5. Choose the CSV, TXT, XLX or XLSX file you want to upload.
6. Enter a name for the card feed.
7. Set your field mappings (e.g., Card Number, Date, Amount, Merchant).
8. Assign cards to users based on the transactions in the file.
9. Click Import.

Note: To import a file, Company Cards must be enabled on the workspace. If you don’t see Company Cards, enable the feature under More features > Company Cards.

What happens after you import company card transactions from a spreadsheet

• Imported transactions appear in the assigned cardholder’s account.
• The cardholder can edit, categorize, and submit these expenses on a report.
• A Workspace Admin can upload additional files to update the assigned cards with new transactions.

How to upload additional transactions to an existing card feed

1. Go to Workspaces > Company Cards.
2. Select the name of the card feed you want to update.
3. Click Settings.
4. Choose Import spreadsheet.
5. Choose the CSV, TXT, XLX or XLSX file you want to upload.
6. Review and confirm the field mappings.
7. Click Import.

Note: Previously mapped fields will auto-fill to save time.

How to delete a company card CSV feed

1. Go to Workspaces > Company Cards.
2. Select the name of the card feed you want to delete.
3. Click Settings.
4. Select Remove card feed.
5. Confirm deletion.

Note: This removes the card feed and any Deleted, Unreported, and Draft expenses. Outstanding, Approved and Paid expenses are not deleted. Learn more about expense and report statuses.

FAQ

What file formats are supported for company card imports?

You can upload CSV, TXT, XLS, and XLSX files when importing company card transactions.

What columns are required to import company card transactions?

Your file should include the following required columns:

• Card Number (or last 4 digits of the card number)
• Date
• Amount
• Merchant
• Currency (optional but recommended)

What happens if I map the same spreadsheet column twice?

You’ll see an error message and won’t be able to proceed until the issue is resolved.

Can I change field mappings after importing transactions?

Yes. When importing new transactions, previous mappings will be suggested, but you can change them as needed.

Do imported company card transactions sync across web and mobile?

Yes. Changes made to CSV feeds are reflected across both platforms and also sync with Expensify Classic.