Import from CSV - Expenses (Beta)

Availability

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Overview

Requirements

The minimum requirements for importing expenses from a CSV file are the "Manage system settings" global permission and "Add expenses" permissions²⁾ enabled in your project access level.

To be imported to Birdview, a CSV file should have values in their respective places and separated by a list separator (default is a comma). 

A portion of a source CSV file might look like this:

Date,Amount,Billable,Project name,Task name,Planned
3/15/2026,123.45,Yes,Project A,Task A1,No
3/16/2026,67.89,Yes,Project A,,Yes

The first row must contain the names of fields the values correspond to. It is mandatory that your CSV file contains the heading row. It will be automatically skipped by Birdview during import.

Importing a list of expenses

To import a list of expenses, follow these steps:

1. Click through Activity Center > More actions () > Import expenses from CSV.
2. On the Step 1 of 4 screen, read the instructions and download a sample CSV file or a full template, if required. 
3. Prepare and upload your CSV file. Max size is 50Gb.

3. Select the correct field separator. By default, a comma is used. 
4. Click Continue.
5. On Step 2 of 4, select by which field a destination activity and/or project will be identified (Match activity by and Match project by). The rules are as follows: 
   1. Birdview will match a selected field with the value in the same field in the CSV file to identify the destination activity or project. Failure to identify a destination activity/project will result in error. 
   2. If the expenses are to be imported as activity-level expenses, a field must be selected in Match activities by.
   3. If the expenses are to be imported as project-level expenses, a field must be selected in Match project by.
   4. If a field is selected in both field, the project field is only used to help identify a destination activity. Failure to identify the activity will result in an error.Click Continue.

6. Click Continue.
7. On Step 3 of 4, perform field mapping, i.e. match fields in the CSV file being imported with Birdview ones. Required fields must be mapped without fail. This is indicated by a padlock icon (), i.e. the rows thus marked cannot be deleted. Optional fields can be skipped. Use the X icon at the end of unwanted rows to remove them from the map.

8. When done, click Import.
9. The next step is validation. If errors have been identified during import they are presented here. Example:

Now you can fix the errors and repeat the import process to get a successful result, which may like this: