Import from Spreadsheet

MakersHub is purpose-built around capturing hard-copy and digital documents through intelligent data extraction. But not all bills arrive as PDFs — many teams manage their data in a spreadsheet. With this tool, you can import directly from your existing spreadsheet template — no conversion needed.

How to Batch Import

1. Navigate to Action > Import from Spreadsheet in either the Bills or Receipts tab.

   

2. Drag and drop (or select) your spreadsheet file.

   

3. Configure the column mapping to match your template - MakersHub will remember your configuration for future mappings. Click Import for Review to batch create all records at once.

   

Things to Be Aware Of

• Vendor names must match exactly - If a vendor name in your spreadsheet does not match an existing vendor in MakersHub, the record may not import correctly. Confirm vendor names are consistent before importing.

• Approval rules still apply - Records will be routed per your existing approval workflow configuration.