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.