This article describes how to use a spreadsheet to import app expense and invoice data.
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If your site does not have a spend data repository you can use to process invoice and expense information into your Productiv app portfolio, you can export the information from your system and upload it to Productiv using a .csv file. Productiv provides a template if you want to manually enter the information.
Export Directly From Your System
(1) Download your source spend data
Export the relevant data from your spend system as a .csv file with only the following information:
Required fields
- Merchant
- Payment Amount
- Payment Date
Optional Fields:
- Description
- Currency
- Category
- Cost center
- PO Number (Invoice Only)
- Expensing user name (Expense Report Only)
- Expensing user email address (Expense Report Only)
If your upload includes any fields not listed here, Productiv ingests the data and the information is then available as additional columns in the spend transactions table.
(2) Upload the .csv file
(a) Go to Settings.
(b) Scroll down to the Spend section and click the >
(c) Scroll down to the Manage categories section and click the Or upload .csv file tile.
Productiv displays the first Importing spend.csv screen.
(d) Fill out the information, specifying data type.
(e) Click Next. Productiv displays the second Importing spend.csv modal.
(f) Click Browse files... to attach your .csv file, then check I understand that current data will not be affected.
(g) Select Date format used in file.
(h) Click Next.
Productiv uploads your file, then displays a message to let you know the data is being processed.
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