Import Trips and Transactions History

This feature allows you to import your trips and/or transaction history from other similar apps. We support imports from MileIQ and Quickbooks Self-Employed exported reports, as well as a custom format outlined below (of you have your own data and are not transferring from another app)

Custom Formats

Watch this one-minute tutorial or keep reading! 

Trips

1. Create an Excel spreadsheet with the following column names: Date (mm/dd/year format), Miles, Purpose, Income Source, From, To, Notes.

2. Then add or copy/paste in the trip data that you want to import and save the file as a CSV.

3. The final result should look something like this:

4. Log into your account on the Web Dashboard and click on 'Settings' and 'Import History'.  Then you'll be able to upload the CSV file.

Transactions

Watch this one-minute video tutorial or keep reading 

1. Create an Excel spreadsheet with the following column names: Amount, Date, Merchant, Category, Purpose, Income Source, and Notes 

2. Then add or copy/paste in the trip data that you want to import and save the file as a CSV.

3. The final result should look something like this:

4. Log into your account on the Web Dashboard and click on 'Settings' and 'Import History'.  Then you'll be able to upload the CSV file.

MileIQ and Quickbooks Self-Employed

We support the normal exports that you get from MileIQ and Quickbooks Self-Employed. Just export a report and then upload it in the Settings > Import History section of our web dashboard.

Customer Support:

If you need to contact support or have questions, please check out our help center at help.everlance.com or reach out at support@everlance.com or by phone at (872) 814-6308 (USA) or (877)704-2687 (CAN). Our office hours are 9am-5pm EST Monday - Friday and 9am-1pm EST on weekends.