How to Bulk Create or Update Expense Records via CSV

Learn how to bulk create or update Expense records with a CSV file.

This guide explains how to bulk create and update Expense records using a CSV file.

Bulk create Expense records via CSV

1. Open the Expense object and click Import.
2. Select CSV file as the import source.
3. Download the Expense CSV import template if needed and fill in the required fields.
4. Upload the CSV file.
5. Map CSV headers to Sanka properties and keep the object set to Expense.
6. Choose Create Expense records and run the import.
7. Confirm the records are created.

Bulk update Expense records via CSV

To update existing records, include a Expense ID column (Sanka auto-numbered ID or your unique ID) so the system can identify the target records.

1. Open Import and select CSV file.
2. Upload the CSV and map headers to Sanka properties.
3. Select Update Expense records, set the key property to ID (or your unique ID), and run the import.

Error and history

To review import status and error files, see CSV Import/Export Errors.