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).
To get started with importing your history, select either Trips or Transactions from the sections below:
Trips
Watch this one-minute tutorial or keep reading!
Step 1: Create an Excel spreadsheet with the following column names: Date (mm/dd/year format), Miles, Purpose, Income Source, From, To, Notes.
*Please note: At this time our Web Dashboard does not support custom imports for kilometers.
Step 2: Then add or copy/paste in the trip data that you want to import and save the file as a CSV.
Step 3: The final result should look something like this:
Step 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
Step 1: Create an Excel spreadsheet with the following column names: Amount, Date, Merchant, Category, Purpose, Income Source, and Notes
Step 2: Then add or copy/paste in the trip data that you want to import and save the file as a CSV.
Step 3: The final result should look something like this:
Step 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.
Comments
0 comments
Please sign in to leave a comment.