Hey Everlancers!
A very common request the ability to import trip or transaction history from other similar apps. We now support imports from MileIQ and QuickBooks Self-Employed exported reports, as well as a Custom format outlined below:
Custom Formats
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. Go to our web dashboard at https://dashboard.everlance.com and into the Settings > Import History section, then upload the CSV file.
Transactions
1. Create an Excel spreadsheet with the following column names: Date, 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. Go to our web dashboard at https://dashboard.everlance.com and into the Settings > Import History section, then 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.
As always, please let us know if you need help with anything at support@everlance.com
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