In this article, you can find brief description about Credit Card Transaction import in Easy1* Expense and how it works. As a financial employee, you can import it into the Expense portal , by submitting it in a .csv file. This import can be found under: Financial Employee > Credit Cards > Credit Card Transaction Imports.

In this window, you can upload the .csv file by clicking 'Explore' or by dragging the file to the screen: 

Once you have selected a .csv file, the 'Get data' button becomes available: 

Marking Columns 

If there are no errors in the structure of the .csv file, you arrive at the screen where columns can be linked to fields in Easy1 Expense**. 

1. Start by selecting the date notation.
2. Then link (at least all mandatory) fields to the corresponding columns. Easy1 Expense initially makes a proposal based on preliminary research and standards, but it may well be that not all fields can be automatically assigned yet.
   1. In that case, drag (at least the mandatory) fields to the appropriate columns. 
3. Once all columns are marked, the period can be imported.
4. Once all transactions have been successfully imported, you will see an overview with the number of transactions loaded and the total amount. Now press 'Import'. The transactions will now be placed in a period under "Credit Card Transactions".

* Easy1 Expense is the updated term for what we first named as Easy Expense Next, more about Easy1 can be found here.

* Should the .csv file be incorrect, you will receive an error when importing. For more information on possible error messages, see article: Credit Card Transaction Import Failed