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Manually upload transactions
Manually upload transactions

Use Hudled without connecting your accounting system by manually uploading transactions

Alexander Millar avatar
Written by Alexander Millar
Updated over a week ago

File format

  • Support file types: .csv, .tsv, .xls, .xlsx, .xml, .txt

  • Any set of columns as long as it is 1 record per row

  • 13 months of reconciled transactions

View a sample CSV


Required fields

  • Date

  • Contact name

  • Amount

  • Currency

Optional fields

  • Reference


How to manually upload transactions

Step 1: Click upload transactions

Step 2: Upload or manually enter your transactions

We suggest you export the last 13 months of reconciled transactions. This helps Hudled carry out the most accurate information.

Step 3: Select a header row

Hudled will ask you to confirm if you have named your columns.

Step 4: Match your data fields to ours

You will be prompted to map or ignore every field in your file to one of ours.

If a field is automatically mapped correctly, click "confirm mapping".

If a field is not automatically mapped but it is one of our fields. Click the field dropdown and select the matching field.

Then click confirm mapping once you are happy this is correct.

If your file contains additional fields that are not required in Hudled. Please click "ignore this column" to skip adding this data.

Once you have completed the steps above for all of the fields in your data, you should have a page which looks like the example below. Note all the fields are either "confirmed mapping" or "ignored". Click the "review" button to proceed.

Step 5: Repair any data issues

If there are any data integrity issues, you will be prompted to fix them on this page. You can review or make any edits here, and once you are happy click "continue".

Step 6: Submit

Click "yes" once everything is complete to submit your data. You will be taken back to the initial upload transactions screen and can continue using Hudled whilst we take care of uploading your data and mapping it to your software spend.


If you require further assistance please contact us via the chat found in the bottom right of your screen.

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