If you need to add new categories in bulk or require changes to several existing categories, we recommend using the import tool.
Note: Before completing a category import, please download and read the full Category Import Specification. You can also download a Category Import Template CSV file if required.
Prerequisites
Ensure Tax Rates are set up.
General rules
File must be .csv.
Column headers are required for data fields that need updating. Header names are space and case insensitive.
If the file does not contain the required data fields, the whole CSV file will be rejected.
If the file contains any extra headers not recognised, the whole CSV file will be rejected.
If an existing category is found with the same name, the existing category is updated.
If any data field on a record has an error, the record is skipped, and processing moves onto the next record.
The maximum number of records/categories is 10,000 per CSV file import.
Character limits include spaces.
Import categories
1. Go to Admin > Categories.
2. Click the Import button to import your category data.
3. Click Browse and select the CSV file containing your category data from your device.
4. Click Import.
Note: Always use Test Mode to ensure you are importing the data correctly. After your file has been tested, click the View Full Details in the File Processing Complete banner to view the Imported File Details results.
New records - number of new categories created.
Updated records - number of existing categories changed.
Skipped records - use the feedback given for each skipped record to make corrections to the categories before importing the file again.
If an unexpected error occurs, please contact support@expensein.com for help and guidance.
5. Check the processed file email notification sent to you matches the import record totals.
6. Once you have successfully tested your categories import, import your categories with Test Mode disabled.
7. When your CSV file is imported, you will receive a confirmation message on the page; your categories will now be added or updated.