How to Bulk Add Expenses with CSV

Importing expenses can be done in the following ways:

  • Automatically import SaaS expenses into Sonar by connecting your ERP/Expense system like Netsuite or Expensify into Sonar (search for the desired app in our help center and follow the integration instructions)

  • Manually - import the expenses by uploading the expense report

  • Via API

  • In bulk using CSV (described below): import many expenses by uploading the expense report

This article will show the manual process of importing an expense report.

Template

Send a csv file with at least the following columns in any order:

  • Transaction date

  • Description

  • Amount

  • Currency (euros/dollars)

Optionnals:

  • File name (in case there is an invoice linked)

  • File url (in case there is an invoice linked)

  • Vendor/merchant/supplier

You can add any other fields, but it might not be supported.

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