From 194c3853c89c58795a28ea40c6a84808acc37371 Mon Sep 17 00:00:00 2001 From: Stephanie Elliott <31225194+stephanieelliott@users.noreply.github.com> Date: Tue, 23 Jun 2026 19:01:32 -1000 Subject: [PATCH] Update import instructions and FAQ for company cards Added note about downloading the CSV template for company card transaction imports and clarified file upload requirements in the FAQ section. --- ...ort-Company-Card-Transactions-From-a-Spreadsheet.md | 10 ++++++++-- 1 file changed, 8 insertions(+), 2 deletions(-) diff --git a/docs/articles/new-expensify/connect-credit-cards/Import-Company-Card-Transactions-From-a-Spreadsheet.md b/docs/articles/new-expensify/connect-credit-cards/Import-Company-Card-Transactions-From-a-Spreadsheet.md index 69c80febf87b..36a360143fe9 100644 --- a/docs/articles/new-expensify/connect-credit-cards/Import-Company-Card-Transactions-From-a-Spreadsheet.md +++ b/docs/articles/new-expensify/connect-credit-cards/Import-Company-Card-Transactions-From-a-Spreadsheet.md @@ -15,7 +15,9 @@ If your bank does support a direct connection, you can connect your account to a ## Who can import company card transactions from a spreadsheet -Only **Workspace Admins** can import transactions for company cards. +Only **Workspace Admins** can import transactions for company cards. + +**Company Cards** must be enabled in the workspace before you can import transactions. If you don't see **Company Cards**, enable it under **More features > Company Cards**. --- @@ -32,7 +34,7 @@ Only **Workspace Admins** can import transactions for company cards. 9. Assign cards to users based on the transactions in the file. 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. --- @@ -72,6 +74,10 @@ Only **Workspace Admins** can import transactions for company cards. # FAQ +## What should I do if my file upload fails or results in an error? + +Ensure the file includes the required fields and matches the formatting guidelines. Use Expensify’s [CSV template](https://s3-us-west-1.amazonaws.com/concierge-responses-expensify-com/uploads%2F1594908368712-Best+Example+CSV+for+Domains.csv) for reference. + ## What file formats are supported for company card imports? You can upload CSV, TXT, XLS, and XLSX files when importing company card transactions.