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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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10 changes: 8 additions & 2 deletions ...ify/connect-credit-cards/Import-Company-Card-Transactions-From-a-Spreadsheet.md
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Expand Up @@ -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**.

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Expand All @@ -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.

@github-actions github-actions Bot Jun 24, 2026

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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.


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Expand Down Expand Up @@ -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?

@github-actions github-actions Bot Jun 24, 2026

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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.

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.
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