How to Map Accounting Software via CSV Import

Learn how to import a CSV of GL codes to map your chart of accounts and create custom expense fields for seamless accounting integration.

June 24, 2026 By Jing Hui

This guide explains how to map your chart of accounts by importing general ledger (GL) codes via a CSV template. Completing this ensures your transactions are correctly categorized and mapped, even if your specific accounting software is not natively integrated.

This applies to Finance and Accounting teams responsible for configuring and maintaining expense tracking integrations during the platform's initial setup.

Check for Native Integrations

First, verify whether your financial accounting software is already natively integrated with the platform.

Step #1: Click Account settings in the main navigation menu. — Click **Account settings** in the main navigation menu.

Step #2: Click Integrations to review the available direct accounting software connections. — Click **Integrations** to review the available direct accounting software connections.

Import Your Chart of Accounts via CSV

If your software is not natively listed, you can manually map your general ledger (GL) codes by exporting them from your accounting software and uploading them using a CSV template.

Step #3: Click Chart of accounts in the settings sidebar. — Click **Chart of accounts** in the settings sidebar.

Step #4: Click ✰ Import Accounts to open the chart of accounts upload interface. — Click **✰ Import Accounts** to open the chart of accounts upload interface.

We recommend downloading the provided CSV template from the modal first. Format your exported GL codes to match this template exactly before attempting an upload.

Step #5: Drag and drop your formatted CSV file into the designated upload area, or click the box to browse for the file. — Drag and drop your formatted CSV file into the designated upload area, or click the box to browse for the file.

Once the import is complete, you can select from the newly uploaded list to map your spending categories directly to your preferred GL codes.

Create Custom Expense Fields

You can also map extra tracking tags such as job codes or location codes by creating custom expense fields.

Step #6: Click Expense fields in the settings menu. — Click **Expense fields** in the settings menu.

Step #7: Click + Create new custom field at the bottom of your existing fields list. — Click **+ Create new custom field** at the bottom of your existing fields list.

Step #8: Enter a name for your custom field and define your preferred tracking options. — Enter a name for your custom field and define your preferred tracking options.

Q: What format should I use to import my general ledger codes?

A: You should download the provided CSV template from the import modal and ensure your accounting software's GL code export matches its format before uploading.

Q: Can I track extra details like job codes or location codes?

A: Yes, you can capture extra tags by setting up custom expense fields and specifying the different tracking options you require.

Term	Definition
GL Codes	General Ledger codes used to categorize financial transactions within an accounting system.
Chart of Accounts	A comprehensive list of every financial account established by an organization to record transactions.