TriNet Expense supports importing credit card transactions from your financial institution in .CSV format.
We offer the ability to integrate your credit card directly with your TriNet Expense account, however if we do not support your credit card this is your next best option.
There are two ways to import expenses via a CSV file: From the Expense tab and from the Accounts tab.
Importing from the Expense tab:
1. Download a CSV file of your credit card transactions.
(Note: If you do not know how to complete this action please contact your bank's support team)
2. Go to Expense > Active page.
3. Select the Import From CSV link.
4. Select the file format.
Below are all the CSV file formats we support:
- TriNet Expense
- TriNet Expense Corporate
- American Express
- American Express Corporate Card
- Chase Credit Card
- Silicon Valley Bank Credit Card
- Barclay's Business Card UK
(Note: Click on Download Sample .CSV File to see an example of the CSV file formats that we offer.)
5. The file formats are examples of what your CSV file columns and rows should look like. You may need to edit the CSV file you downloaded from your bank account to fit one of the six file formats we offer.
(Note: Your CSV file cannot contain header names in Row 1, and no commas in the amounts. If your CSV download does not match the banks we offer, you can edit your CSV file to fit the columns in our default TriNet Expense file type.)
6. Select the date format used in your CSV file.
7. Select the Upload button, then select your file (your filename must have .csv in order to work)
8. The transactions will automatically download to the Active Expenses page in your expense account.
Importing from the Account tab:
1. Download a CSV file of your credit card transactions.
(Note: If you do not know how to complete this action please contact your bank's support team)
2. Go to Account tab.
3. Scroll to the bottom of the page where it say "CSV file upload is also available here if needed." and select the here link.
4. Select the file format.
Below are all the CSV file formats we support:
- TriNet Expense
- TriNet Expense Corporate
- American Express
- American Express Corporate Card
- Chase Credit Card
- Silicon Valley Bank Credit Card
- Barclay's Business Card UK
(Note: Click on Download Sample .CSV File to see an example of the CSV file formats that we offer.)
5. The file formats are examples of what your CSV file columns and rows should look like. You may need to edit the CSV file you downloaded from your bank account to fit one of the six file formats we offer.
(Note: Your CSV file cannot contain header names in Row 1, and no commas in the amounts. If your CSV download does not match the banks we offer, you can edit your CSV file to fit the columns in our default TriNet Expense file type.)
6. Select the date format used in your CSV file.
7. Select the Upload button, then select your file (your filename must have .csv in order to work)
8. The transactions will automatically download to the Active Expenses page in your expense account.