Importing and exporting expense categories in bulk

Import and export your expense categories in bulk with Payhawk.

Desislava Mihaylova avatar
Written by Desislava Mihaylova
Updated over a week ago

If you have a mass of expense categories you need to import from your existing system directly to Payhawk or if you need to export all your expense categories from Payhawk, you can do it quickly with the automated options for bulk import and export.

Bulk import of expense categories to Payhawk

To import multiple categories in Payhawk at once by uploading an Excel file:

  1. Log in to the Payhawk web portal.

  2. Go to Settings > Expense fields.

  3. Under the Built-in fields section, click on Categories.

  4. Click on the three dots menu and select Import.

  5. On the screen that opens, click on the template file link to download the template Excel file. Enter your categories and sub-categories in the required format and save the file locally.

  6. Go back to the Payhawk screen and click on the click to upload link to upload your locally saved Excel file.

  7. On the updated screen that loads, choose the relevant option for you.

    To keep your existing expense categories and add the new ones from the file, select the Add to existing values option.

    To remove all existing expense categories and replace them with the new ones, select the Overwrite existing values option and check the confirmation checkbox.

  8. Click on Import.

Bulk export of expense categories from Payhawk

To export your expense categories from Payhawk at once in an Excel format:

  1. Log in to the Payhawk web portal.

  2. Go to Dashboard > Settings > Expense fields.

  3. Under the Built-in fields section, click on Categories.

  4. Click on the three dots menu and select Export. As a result, the Excel file with the exported expense categories will automatically be downloaded locally on your machine.

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