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SpendNexus allows you to onboard your entire SaaS stack in minutes using our CSV import tool.

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Preparing Your Data

For a successful import, your CSV file should include the following columns. You can download our Official Template to get started.

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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”).
  • 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.

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The Import Process

  1. Upload: Navigate to Subscriptions and click Import CSV.
  2. Field Mapping: Our intelligent mapper will attempt to match your CSV columns to SpendNexus fields. Review these mappings carefully.
  3. 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.
  4. Finalize: Click Import once everything looks correct. Once imported, you can manage your tools in the Subscription Management section.

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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.

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Troubleshooting

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”Invalid Date Format”

Ensure all dates in your CSV are in the YYYY-MM-DD format (e.g., 2024-12-31).

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”Missing Category”

If a category in your CSV doesn’t exist in SpendNexus, we will automatically create a new one for you during the import process.