Current guidance

Importing Assets via CSV

This guide walks you through downloading the CSV template, mapping columns, reviewing staged rows, and committing valid records into GuideSpend.

What you can do today

Download the CSV template from the import card on your Assets page (Assets → Import via CSV → Download template). The template includes all supported columns.
Required fields: Vendor (company name), Amount (annual cost as a plain number — no currency symbols), and Renewal Date (YYYY-MM-DD format).
Optional fields: Frequency (billing frequency — monthly, quarterly, or annual) and Notes (free-text). These columns are included in the template. In the column mapper, these appear as 'Billing frequency' and 'Notes'.
Use YYYY-MM-DD format for all dates (e.g. 2026-01-15). Plain numbers for costs (e.g. 12000, not $12,000). Avoid duplicate rows within the same file.
After upload, map any non-standard column headers to GuideSpend fields, then review the staged rows before committing.
If some rows fail validation, the successful rows are still imported. Failed rows are shown with specific error messages so you can download them as a corrected CSV and re-import.
Common errors: blank vendor name, invalid cost value (must be a plain number), invalid date format (must be YYYY-MM-DD), duplicate rows within the same file, and duplicate assets already in your account. Each failed row shows the specific error in the review table.
Starter plan: up to 25 rows per import. Pro and Business plans: no row limit.
For help with a specific import issue, email support@guidespend.com with your CSV file attached.