If you have a mass of custom fields you need to import from your existing system directly to Payhawk or if you need to export all your custom expense fields from Payhawk, you can do it quickly with the automated options for bulk import and export.
Bulk import of custom expense fields to Payhawk
If you have a huge number of expense filed values to import, you can add them at once by uploading an Excel file and importing them in bulk:
Go to the Settings > Expense fields > Custom fields section.
Select the desired field by clicking on it. For this example, use Cost center.
Click on the three dots menu and select Import.
On the screen that opens, click on the template file link to download the template Excel file. Enter your expense fields in the required format and save the file locally.
Go back to the Payhawk screen and click on the click to upload link to upload your locally saved Excel file.
On the updated screen that loads, choose the relevant option for you.
To keep your existing custom expense fields and add the new ones from the file, select the Add to existing values option.
To remove all existing custom expense fields and replace them with new ones, select the Overwrite existing values option and check the confirmation checkbox.
Click on Import.
Bulk export of custom expense fields from Payhawk
To export your custom expense fields from Payhawk at once in an Excel format:
Go to the Settings > Expense fields > Custom fields section.
Select the desired field by clicking on it.
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.
