Bulk import expenses
When transitioning to Nuvio from another product or when you need to bulk import your existing expenses into Nuvio, you can use our bulk import feature to make the process easier. Follow the steps below to quickly perform your bulk expense upload:
Access the Expenses page from the left-hand menu, then click the Import/Export button in the top-right corner and select Import with Excel.
In the pop-up window, download the template Excel file that has been specially prepared for your company to import the expenses.
Open the downloaded template Excel file using Excel or Google Sheets, and place your existing data under the provided column headers.
Nuvio Tips: When editing the Excel file, make sure the Supplier, Product/Service, and Project names match exactly with how they are written in Nuvio. This will ensure accurate data matching when you upload your information into the system.
Nuvio Tips: The tax columns listed on the far right of the Excel file are customized for your company. You can mark taxes associated with the uploaded income as “Yes,” and leave unassociated or non-existent taxes as “No” or blank. Nuvio will automatically calculate taxes based on the information marked as “Yes.”
You can now upload the Excel file into Nuvio. After uploading, click the Import button to complete the import process.
If Nuvio detects any matching errors or other issues in the Excel file you uploaded, a description of the issue and indicate the row in the Excel file where the problem occurred will be provided. This way, you can easily fix the error and complete your upload.
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