Filling the Project Import Template
As an Administrator on Expensya, you can create all your project at once by filling the template on the website.
Here is what a completed import template file looks like:
How to fill the template?
Project External ID = internal reference of this project in your tenant
Project Reference = reference you wish to give to this project on Expensya
Project Name
Client Name
Project start Date
Project End Date
Approver Mail = The Project Manager approving expenses related to this project
Approver PayId = approver's unique ID
Project Has Billable = if blank, the 'billable to client' will be off
Project Is Active = if blank, the project will be activated as soon as uploaded
Pay Id 2 = It is to indicate the subsidiary if applicable (analytical axis 1 on user cards)
Pay Id 3 = determines geographical area or by department (analytical axis 2 on user cards)
Affected Users Mails = if blank, the project will be visible to all employees. Specify assigned employees by entering their email addresses in this column
Affected Users Pay Ids = affected employees unique IDs
