Importing Expenses

Expenses can be imported into Ravetree via a CSV file. To import expenses, go to the Expenses page, then click on the import icon, as shown below:

Next, click on the "Upload .CSV" button to locate your CSV file:

After selecting your CSV file click on the blue Import button. At this point you can map the columns in your CSV file to fields in Ravetree.

When importing expenses you will likely want them to be linked to different things in Ravetree. Therefore, it's important that these things already exist in Ravetree before doing the import. For example, expenses can be linked to the following items:

• Member (required)
• Work Item
• Expense Category (required)
• Purchase Order
• Vendor
• Payment Method
• Account
• Retainer
• Contact
• Service Item

If an expense import does not go as planned, then it can be reverted by clicking on the button shown in the screenshot below: