{"id":5238,"date":"2026-05-30T03:32:36","date_gmt":"2026-05-30T03:32:36","guid":{"rendered":"https:\/\/aaxonix.com\/resources\/?post_type=glossary&#038;p=5238"},"modified":"2026-05-30T03:32:36","modified_gmt":"2026-05-30T03:32:36","slug":"card-statement-import-zoho-expense","status":"publish","type":"glossary","link":"https:\/\/aaxonix.com\/resources\/glossary\/card-statement-import-zoho-expense\/","title":{"rendered":"Card Statement Import"},"content":{"rendered":"<h2>What Is Card Statement Import?<\/h2>\n<p>Card statement import is the process of uploading a downloaded bank or card statement file into Zoho Expense to create expense entries from the transactions it contains. It serves as an alternative to a live card feed for banks that do not support direct API integration with Zoho Expense.<\/p>\n<h2>How to Import a Card Statement in Zoho Expense<\/h2>\n<p>Employees or admins download their card statement in CSV, OFX, or QFX format from their bank&#8217;s portal and upload it into Zoho Expense. The system parses each transaction row and creates individual expense entries with the date, amount, and merchant name pre-filled. Employees then review, categorise, and attach receipts before adding the entries to an expense report.<\/p>\n<h2>When to Use Card Statement Import<\/h2>\n<p>Card statement import is useful for smaller organisations or those using regional banks without Zoho Expense integration. It is also used for one-off imports or when reconciling a backlog of transactions after a live feed was temporarily disconnected. The import process handles both corporate card and personal card statement files.<\/p>\n<div class=\"gt-faq-item\"><strong>Does Zoho Expense support all CSV formats for card statement import?<\/strong><\/p>\n<p>Zoho Expense provides a field-mapping step during import where you match columns in your CSV file (date, amount, description, etc.) to the corresponding Zoho Expense fields. This means it can handle most bank-specific CSV formats as long as the required data is present in the file.<\/p>\n<\/div>\n<div class=\"gt-faq-item\"><strong>Can I import statements for multiple employees at once?<\/strong><\/p>\n<p>Admins can upload a combined corporate card statement and Zoho Expense will assign transactions to the correct employee based on the card number in the statement file, provided each card is already registered against the relevant employee in the system.<\/p>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>The manual upload of a bank or card statement file into Zoho Expense to import transaction data when a direct card feed is not available.<\/p>\n","protected":false},"template":"","meta":{"seo_title":"Card Statement Import | Zoho Expense Glossary | Aaxonix","seo_description":"The manual upload of a bank or card statement file into Zoho Expense to import transaction data when a direct card feed is not available.","seo_keyword":"card statement import zoho expense","seo_faqs":"","term_type":"","glossary_related":"","glossary_links":""},"glossary_category":[1260],"class_list":["post-5238","glossary","type-glossary","status-publish","hentry","glossary_category-zoho-expense"],"_links":{"self":[{"href":"https:\/\/aaxonix.com\/resources\/wp-json\/wp\/v2\/glossary\/5238","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/aaxonix.com\/resources\/wp-json\/wp\/v2\/glossary"}],"about":[{"href":"https:\/\/aaxonix.com\/resources\/wp-json\/wp\/v2\/types\/glossary"}],"wp:attachment":[{"href":"https:\/\/aaxonix.com\/resources\/wp-json\/wp\/v2\/media?parent=5238"}],"wp:term":[{"taxonomy":"glossary_category","embeddable":true,"href":"https:\/\/aaxonix.com\/resources\/wp-json\/wp\/v2\/glossary_category?post=5238"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}