SpendNexus allows you to onboard your entire SaaS stack in minutes using our CSV import tool.Documentation Index
Fetch the complete documentation index at: https://docs.spendnexus.com/llms.txt
Use this file to discover all available pages before exploring further.
Preparing Your Data
For a successful import, your CSV file should include the following columns. You can download our Official Template to get started.Required Fields
- Name: The name of the software (e.g., “Slack”).
- Amount: The cost (numeric value).
- Currency: The ISO currency code (e.g., “USD”, “EUR”).
Recommended Fields
- Billing Cycle: Either “Monthly” or “Yearly”. Defaults to Monthly.
- Renewal Date: The next date you will be charged (
YYYY-MM-DD). - Category: The software category (e.g., “Dev Tools”, “Marketing”).
- Owner Email: The email of the person responsible for the tool.
The Import Process
- Upload: Navigate to Subscriptions and click Import CSV.
- Field Mapping: Our intelligent mapper will attempt to match your CSV columns to SpendNexus fields. Review these mappings carefully.
- Validation: SpendNexus will highlight any errors (e.g., invalid dates or missing amounts). You can fix these directly in the browser or re-upload your file.
- Finalize: Click Import once everything looks correct. Once imported, you can manage your tools in the Subscription Management section.
Intelligent Deduplication
If you import a tool that already exists in SpendNexus (matched by Name), we will:- Update the cost and renewal date if they have changed.
- Preserve existing notes and file attachments.
- Log the change in your Audit History.
Troubleshooting
”Invalid Date Format”
Ensure all dates in your CSV are in theYYYY-MM-DD format (e.g., 2024-12-31).