Overview

Spendflo provides an option to upload both SaaS and non-SaaS spend data, allowing you to analyze and consolidate all your organization’s expenses in one place. Even if your finance system cannot integrate directly with Spendflo, you can easily upload your transaction data through a CSV file, and the platform will automatically consolidate spends based on the vendor for comprehensive spend visibility.

Navigate to Spendflo Integrations Page

To begin, go to Platform Settings → Integrations → Finance and click on the Upload Transaction CSV CTA to start uploading your transaction data.

Download the sample CSV

The CSV file should be in a format that our system can understand; you can download the sample CSV and put the data in the format as per the sample.

1. Download the sample CSV.

2. Put your spend data as per the sample CSV format on a spreadsheet

3. Come back to the Spendflo screen and upload the spreadsheet

Map the CSV fields

After the upload, you’ll get a prompt to map a few mandatory fields as per the Spendflo field. Map each mandatory line item from the drop-down and click continue

Note: You might get an error if the data is not in the correct format, like the date, description etc. If you get an error prompt, try correcting the data and uploading the CSV again

Successful Import

Once the format is matched, click Continue. You’ll see a Successful Import prompt along with the number of transactions uploaded.

In case of any errors, an error message will be displayed, and the specific line items with errors will not be uploaded to the platform.

Click Continue to proceed—you’ll be redirected to the Transactions page, where you can review all the uploaded transactions.