Importing Expenses

Overview

This guide will cover importing expenses into Kareroo.

Follow this guide to get your file ready to import.

Video guide

Important

Currently, when importing expenses, it will import them as a 1 line item expense, with the line item being a generic line item that forms the total amount of the expense.

We are working on a method of importing line items correctly, but this also depends on whether your previous platform exports expenses with line items.

The main focus of importing expenses here is to count them towards your statistics for the financial year, rather than have the actual expense line items.

We highly recommend you download backups of all your expenses and store them on a hard drive or in a cloud storage platform before deleting your account on your prevous platform.

Payee's

If you wish to associate your expenses with Payee's, make sure to add your Payee's first - Learn How

Once added, you can add payee id's into the payee_id column of your csv file and it will associate them in the database when importing.

Check out the Importing Clients guide for how to perform a find and replace.

Importing

After preparing your file, go to: Account and go to the 'Import' tab.

Select 'Expenses' from the dropdown, then click 'Choose CSV File' and select your prepared file.

Click 'Upload CSV' which will appear once your file is selected.

You will see a progress bar, and then the results will appear showing you how many were successfully imported and how many failed.