After you have filled in the empty Category export template or edited the existing data, you can save the template as a .csv file, and import the new data in bulk into Capture Expense.
Before you begin...
To help you prepare your import template file, export the template from Capture Expense with or without data. Fill in the relevant details.
To import vehicle data
- Navigate to the Categories page.
Go to Setup> Overview> Expense Categories or Setup> Categories - Select Import from the Actions menu.
The Categories Import page appears. - Follow the instructions.
- Upload the completed Categories template by clicking the Find Field and locating the .csv.
- Click the Import button. A message appears stating that the import is successful. And the new data has been imported.