CSV expense import

This guide explains how to upload expense data into the Corma app using a CSV file, either by using the recommended template or manually matching column headers.

Recommended CSV Template

To simplify the upload process, we recommend using the default CSV template provided by Corma.

Steps to Use the Default Template:

1. Download the Template:

• Click on the "Import Template" button to download the CSV file.

1. Populate the Rows:

• Fill in the rows with your expense data. The column headers in the template are already set to match automatically with the Corma app.

1. Upload the File:

• Once populated, upload the completed CSV file to Corma. No further column matching is needed.

Using a Custom CSV File

If you do not use the default template, you can upload a custom CSV file. In this case, column headers may need to be manually matched.

Steps to Use a Custom CSV File:

1. Upload the File:

   • Select the file to upload in the Corma app.

2. Manually Match Columns:

   • If the headers in your CSV do not match the default template, Corma will prompt you to manually map each column to the correct category.

   • Follow the on-screen instructions to complete the mapping process.

Video Demonstration

For a step-by-step visual guide, please refer to the attached video that demonstrates this process.

17MB

Expense_import_csv.webm