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[No QA] Update import instructions and FAQ for company cards#94404

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[No QA] Update import instructions and FAQ for company cards#94404
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helpsite-fileupload-addtemplate

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Added note about downloading the CSV template for company card transaction imports and clarified file upload requirements in the FAQ section.

Added note about downloading the CSV template for company card transaction imports and clarified file upload requirements in the FAQ section.
@stephanieelliott stephanieelliott self-assigned this Jun 24, 2026
@github-actions github-actions Bot changed the title Update import instructions and FAQ for company cards [No QA] Update import instructions and FAQ for company cards Jun 24, 2026
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A preview of your ExpensifyHelp changes have been deployed to https://8ae7fa9d.helpdot.pages.dev ⚡️

Updated articles:

10. Click **Import**.

**Note:** To import a file, **Company Cards** must be enabled on the workspace. If you don't see **Company Cards**, enable the feature under **More features > Company Cards**.
**Note:** Download the [CSV template](https://s3-us-west-1.amazonaws.com/concierge-responses-expensify-com/uploads%2F1594908368712-Best+Example+CSV+for+Domains.csv) for an example of the recommended column structure and formatting for company card transaction imports.

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Link formatting violation: Cross-Linking Standards (HELP_AUTHORING_GUIDELINES.md, Section 7) require relative links only and prohibit full URLs. This Note embeds a full external S3 URL. Move the downloadable-template reference to a relative link (or, if an external asset is unavoidable, confirm it's an approved exception) and keep links out of the procedural Note area where possible.

# FAQ

## What should I do if my file upload fails or results in an error?

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Link formatting violation: Per Section 7 (Link Formatting), use relative links only and do not use full URLs. This FAQ answer embeds the same full external S3 URL again. Consolidate to a single reference and use a relative/approved link rather than a raw external URL.

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HelpDot Documentation Review

Overall Assessment

This PR makes targeted edits to Import-Company-Card-Transactions-From-a-Spreadsheet.md. It adds a prerequisite note about enabling Company Cards in the "Who can..." section, replaces the original enablement Note with a CSV template reference, and adds one new FAQ entry covering upload failures. The changes are small, on-topic, and reinforce the single workflow (importing company card transactions from a spreadsheet). They are helpful additions, but a few governance details need attention.

Scores Summary

  • Readability: 8/10 - New sentences are clear, action-oriented, and scannable. The CSV template note and the new FAQ improve user guidance. Minor redundancy exists between the new prerequisite sentence and existing content.
  • AI Readiness: 8/10 - The new FAQ heading is a proper question ("What should I do if my file upload fails or results in an error?"), matching real search intent, and feature names match the UI. Metadata is untouched and remains compliant. No new headings break the hierarchy.
  • Style Compliance: 6/10 - UI labels are correctly bolded (Company Cards, More features). However, the new content introduces full external URLs (3 instances), and uses a curly apostrophe in "Expensify's", which deviates from the deterministic, exact-text style.

Key Findings

  • Positive: The new FAQ is well-formed (question-based heading, direct answer) and complies with FAQ structure rules.
  • Positive: The CSV template link is placed inside an explanatory Note rather than within numbered steps, consistent with the link-placement rules.
  • Issue: Three full URLs (the S3 CSV template links) are added. The authoring guidelines state "Use relative links only. Do not use full URLs." These are external asset links rather than internal articles, but the rule is stated absolutely - flag for reviewer confirmation that external asset links are acceptable here.
  • Issue: The replaced Note removed the original enablement guidance from the steps section. That information is now only in the "Who can..." section. This is acceptable (avoids duplication) but verify the relocation was intentional.
  • Minor: "Expensify's" uses a curly apostrophe; prefer a straight apostrophe for consistency with the deterministic writing rule.

Recommendations

  • Confirm whether full external (S3) URLs are permitted; if internal hosting/relative linking is expected, convert accordingly.
  • Replace the curly apostrophe in "Expensify's" with a straight apostrophe.
  • Consider tightening the new prerequisite sentence in the "Who can..." section to avoid overlap with the navigation phrasing already implied elsewhere.

Files Reviewed

  • docs/articles/new-expensify/connect-credit-cards/Import-Company-Card-Transactions-From-a-Spreadsheet.md - Minor additions; mostly compliant, with style/link notes above.

Note: Detailed line-by-line feedback has been provided as inline comments.

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