> ## 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.

# How to Import SaaS Subscriptions via CSV

> Master the SpendNexus CSV import tool to onboard your entire SaaS stack in minutes. Learn about field mapping and data validation.

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

## Preparing Your Data

For a successful import, your CSV file should include the following columns. You can download our [Official Template](https://static.spendnexus.com/template/spendnexus_import_template.csv) 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

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](/user-guide/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](/security/audits).

## Troubleshooting

### "Invalid Date Format"

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

### "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.