Easy Expense is a great alternative to other business expense tracking applications and receipt scanners. You can import, migrate and copy your expenses from other popular business expense management applications like Expensify, NumReceipt, Shoeboxed, Smart Receipts using our CSV import tool.
Bulk importing expenses into Easy Expense is easy. You can use our CSV import tool to upload your expenses just in a few clicks.
Follow these 3 steps to export your data, prepare the CSV file and import your expenses into Easy Expense.
Login into your current application and export your expenses as a CSV file. Please make sure to include the following fields, which are required for creating a new expense in Easy Expense application.
Other fields that are not mandatory, but are accepted when using the CSV import tool are:
In order to ensure the best possible result while importing your expenses, the CSV file should be properly formatted. We ask you to make sure the file is formatted according to the following rules:
Please don't use different headers, our import tools would not be able to recognize different headers. In case you have a file with different headers, use a file editor to rename the headers accordingly.
The order of the header items does not matter, but must be consistent across the lines.
In order to be able to distinguish between fields, every line should have the same amount of delimiters (commas) as the header line. For example:
The last comma is required even if some fields are empty
You have to provide a few mandatory fields to create an expense. Those fields are:
Example of valid and invalid records
June 12, 2020,White Fish,Business Meals,224.21,0,,Meeting with a client Jeff
The first green record is valid.
The record on the second line is invalid because it is missing Vendor.
The record on the third line is invalid because the date is misformatted and there is an extra comma.
Go to Import CSV section of the Easy Expense app. Drop or select the file that you want to import and follow on-screen instructions.
* You can select / upload multiple files at once, their records will be combined
The import tool will display a preview of the records and mark lines that are not properly formatted. Only the valid records will be imported.
Easy Expense is ranked #1 on Google Play store expense management and receipt scanning app. Our receipt scanner automatically scans receipts, crops and extracts key information. Saving you time and organizing your business receipts and expenses.
Now you can import your expenses from other popular expense tracking apps using our new CSV importing tool. Our customers have successfully migrated expenses from NumReceipt, Smart Receipt and other popular apps.
Please let us know how we can make migrating data from your current application easier.