You can import requests and purchase orders in bulk by using an Excel template that is generated by the system based on the desired request type. This import is useful for companies migrating to Payhawk, integrating with external systems, or creating multiple similar requests or purchase orders at scale.
Notes on request and purchase order import
For each different request type, the system will generate a different import template to match the required fields.
Imported requests and purchase orders will always have their payment method set to None. Except for these specifics, all fields that can be created in the Payhawk web portal or by using Payhawk's Developer API can be generated as a template and then imported back.
The request and purchase order import capability is accessible for Payhawk Administrators who can import requests directly in an Open state and on behalf of any employee. Payhawk Employees also have access to import, but can only create requests in a Draft state and only on their own behalf.
Importing requests and purchase orders
To import requests and purchase orders:
In the Payhawk web portal, go to Requests.
Select the Company requests view.
Click on the three-dot menu and select Import.
On the next screen:
Select the request type for the import template that will be generated by the system and click on Generate template.
Alternatively, if you already have the template previously generated, click on I have generated the template previously.
As a result, the generated template is downloaded locally in the Downloads folder of your machine.
Fill in your data in the required format in the generated file. Then, go back to the Payhawk web portal, upload the modified file, and click on Upload.
After the system analyzes the data in import, select the checkbox and click on Import.
Once the import is ready, the success screen will load. Click on Done.
