diff --git a/docs/articles/expensify-classic/bank-accounts-and-credit-cards/company-cards/CSV-Import.md b/docs/articles/expensify-classic/bank-accounts-and-credit-cards/company-cards/CSV-Import.md index 892cfdde1bde..fc1e83701caf 100644 --- a/docs/articles/expensify-classic/bank-accounts-and-credit-cards/company-cards/CSV-Import.md +++ b/docs/articles/expensify-classic/bank-accounts-and-credit-cards/company-cards/CSV-Import.md @@ -29,13 +29,14 @@ This feature is available on Group Workspaces and requires Domain Admin access. 11. After submitting the spreadsheet, click I'll wait a minute. Then, wait about 1-2 minutes for the import to process. The domain page will refresh once the upload is complete. # How to assign new cards -If you’re assigning cards via CSV upload for the first time: +If you're assigning cards via CSV upload for the first time: 1. Head to **Settings > Domains > Domain Name > Company Cards** 2. Find the new CSV feed in the drop-down list underneath **Imported Cards** 3. Click **Assign New Cards** 4. Under **Assign a Card**, enter the relevant info 5. Click **Assign** From there, transactions will be imported to the cardholder's account, where they can add receipts, code the expenses, and submit them for review and approval. + # How to upload new expenses for existing assigned cards There's no need to create a new upload layout for subsequent CSV uploads. Instead, add new expenses to the existing CSV: 1. Head to **Settings > Domains > Domain Name > Company Cards** @@ -45,55 +46,56 @@ There's no need to create a new upload layout for subsequent CSV uploads. Instea 5. After uploading the more recent CSV, click **Update All Cards** to retrieve the new expenses for the assigned cards. # Deep dive -If the CSV upload isn’t formatted correctly, it will cause issues when you try to import or assign cards. Let’s go over some common issues and how to fix them. +If the CSV upload isn't formatted correctly, it will cause issues when you try to import or assign cards. Let's go over some common issues and how to fix them. -## Error: “Attribute value mapping is missing” -If you encounter an error that says "Attribute-value mapping is missing,” the spreadsheet likely lacks critical details like Card Number, Date, Merchant, Amount, or Currency. To resolve: +## Error: "Attribute value mapping is missing" +If you encounter an error that says "Attribute-value mapping is missing," the spreadsheet likely lacks critical details like Card Number, Date, Merchant, Amount, or Currency. To resolve: 1. Click the **X** at the top of the page to close the mapping window -2. Confirm what’s missing from the spreadsheet +2. Confirm what's missing from the spreadsheet 3. Add a new column to your spreadsheet and add the missing detail 4. Upload the revised spreadsheet by clicking **Manage Spreadsheet** 5. Enter a **Company Card Layout Name** for the contents of your spreadsheet 6. Click **Upload CSV** -## Error: “We’ve detected an error while processing your spreadsheet feed” -This error usually occurs when there’s an upload issue. +## Error: "We've detected an error while processing your spreadsheet feed" +This error usually occurs when there's an upload issue. To troubleshoot this: 1. Head to **Settings > Domains > Domain Name > Company Cards** and click **Manage/Import CSV** 2. In the **Upload Company Card transactions for** dropdown list, look for the layout name you previously created. 3. If the layout is listed, wait at least one hour and then sync the cards to see if new transactions are imported. -4. If the layout isn’t listed, create a new **Company Card Layout Name** and upload the spreadsheet again. +4. If the layout isn't listed, create a new **Company Card Layout Name** and upload the spreadsheet again. -## Error: “An unexpected error occurred, and we could not retrieve the list of cards” -This error occurs when there’s an issue uploading the spreadsheet or the upload fails. +## Error: "An unexpected error occurred, and we could not retrieve the list of cards" +This error occurs when there's an issue uploading the spreadsheet or the upload fails. To troubleshoot this: 1. Head to **Settings > Domains > Domain Name > Company Cards** and click **Manage/Import CSV** 2. In the **Upload Company Card transactions for** dropdown list, look for the layout name you previously created. 3. If the layout is listed, wait at least one hour and then sync the cards to see if new transactions are imported. -4. If the layout isn’t listed, create a new **Company Card Layout Name** and upload the spreadsheet again. +4. If the layout isn't listed, create a new **Company Card Layout Name** and upload the spreadsheet again. -## I added a new parameter to an existing spreadsheet, but the data isn’t showing in Expensify after the upload completes. What’s going on? -If you added a new card to an existing spreadsheet and imported it via a saved layout, but it isn’t showing up for assignment, this suggests that the modification may have caused an issue. +## I added a new parameter to an existing spreadsheet, but the data isn't showing in Expensify after the upload completes. What's going on? +If you added a new card to an existing spreadsheet and imported it via a saved layout, but it isn't showing up for assignment, this suggests that the modification may have caused an issue. The next step in troubleshooting this issue is to compare the number of rows on the revised spreadsheet to the Output Preview to ensure the row count matches the revised spreadsheet. To check this: 1. Head to **Settings > Domains > Domain Name > Company Cards** and click **Manage/Import CSV** 2. Select your saved layout in the dropdown list 3. Click **Upload CSV** and select the revised spreadsheet 4. Compare the Output Preview row count to your revised spreadsheet to ensure they match -[insert image here] -If they don’t match, you’ll need to revise the spreadsheet by following the CSV formatting guidelines in step 2 of “How to import company cards via CSV” above. + + +If they don't match, you'll need to revise the spreadsheet by following the CSV formatting guidelines in step 2 of "How to import company cards via CSV" above. Once you do that, save the revised spreadsheet with a new layout name. Then, try to upload the revised spreadsheet again: + 1. Click **Upload CSV** 2. Upload the revised file 3. Check the row count again on the Output Preview to confirm it matches the spreadsheet 4. Click **Submit Spreadsheet** # FAQ -## Why can’t I see my CSV transactions immediately after uploading them? -Don’t worry! You’ll typically need to wait 1-2 minutes after clicking **I understand, I'll wait!** +## Why can't I see my CSV transactions immediately after uploading them? +Don't worry! You'll typically need to wait 1-2 minutes after clicking **I understand, I'll wait!** ## I'm trying to import a credit. Why isn't it uploading? -Negative expenses shouldn’t include a minus sign. Instead, they should just be wrapped in parentheses. For example, to indicate “-335.98,” you’ll want to make sure it’s formatted as “(335.98).” - +Negative expenses shouldn't include a minus sign. Instead, they should just be wrapped in parentheses. For example, to indicate "-335.98," you'll want to make sure it's formatted as "(335.98)."