Import expense categories
How to load your list of expense categories from a CSV file - download the template, validate, and confirm the import.
Import expense categories
If your company keeps a catalog of expense categories defined by accounting - travel, fuel, rent, payroll, etc. - the Import button lets you load all the categories at once instead of creating them one by one. Mosce ERP validates the file before saving anything.
Before you start
- You need the
expense-categories:bulk-importpermission. If the Import button does not appear in the toolbar of the expense categories list, ask whoever administers the account to assign it to you. - The file must be in CSV format (comma-separated values), encoded in UTF-8.
- There is a limit on rows per file and files per month depending on your plan (see "Limits" below).
Step 1 - Download the template
On the Expense categories page, click the Import button in the toolbar. On the first screen of the wizard, download the template with the Download CSV template button.
The template includes two example rows and all the headers that Mosce ERP expects. The columns are:
| Column | Required | Description |
|---|---|---|
name | Yes | Name of the expense category (for example, "Transporte y Combustible"). |
code | No | Accounting or internal reference code for the category (for example, TRANSPORTE). Optional, but recommended if your company uses its own chart of accounts. |
isActive | No | true for active, false for inactive. Defaults to true. |
Important: the column names must be exactly as they appear in the template. Do not translate or rename them.
Step 2 - Validate your file
With your file ready, drag it into the window or select it with the file explorer. Mosce ERP reviews it without saving anything yet.
If everything is correct, you will see a preview of the first rows and the Continue button becomes enabled.
If there are errors, a table appears with the row number, the problematic field, and the reason. You can download the full report with the Download errores.csv button, fix the file, and upload it again.
Step 3 - Confirm the import
Before loading the data, choose a mode:
- Create new records only - if a row has the same name as a category that already exists, it is discarded without error.
- Create new and update existing - if a row has the same name as an existing category, its code and status are updated. If there is no match, a new category is created.
Click Import to begin. When it finishes, you will see a summary with the number of categories created and updated.
If your file is very large, Mosce ERP processes it in the background and notifies you when it finishes. You can close the wizard and keep working normally.
How does Mosce ERP identify duplicate expense categories?
Mosce ERP uses the name (name) as the identification key within your account. If a row's name matches an existing expense category exactly, it is considered the same category.
Limits
| Plan | Rows per file | Files per month |
|---|---|---|
| Free | 1 000 | 3 |
| Starter | 10 000 | 20 |
| Professional | 100 000 | unlimited |
| Enterprise | unlimited | unlimited |
The files-per-month counters reset on the first day of each month.
Frequently asked questions
What if Excel saves my CSV with semicolons instead of commas? Mosce ERP only accepts commas as the delimiter. When saving from Excel, choose CSV (comma delimited) or CSV UTF-8 (comma delimited).
What about accents and the letter ñ? Make sure to save the file in UTF-8 encoding. If special characters look wrong after importing, save the CSV as UTF-8 and try again.
Is the accounting code (code) required?
No. The code is optional. If your company uses a chart of accounts with defined codes, you can include them to make accounting reconciliation easier. If not, leave the column empty.
Can I change a category's code after importing it?
Yes, using the Create new and update existing mode. If you import a row with the same name and a different code, the existing category's code is updated to the new value.
Do expenses already recorded move if I change the category? No. Changing a category's name or code does not affect expenses already recorded - they remain linked to the same category, only the label and code you see in reports change.
Can I import columns that are not in the template? No. Mosce ERP only reads the columns from the template. Any extra column is ignored without causing an error.
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Last updated: 2026-05-11