Create a Custom CSV

Create a Custom CSV

You can customize which columns appear in the CSV you download from Emburse Cards by editing the CSV format on the Accounting page.

For download steps, see Download Transaction Statements (CSV, PDF) And Receipts.

Prerequisites

  • You must have Accountant or Admin permissions to edit the CSV format.

Edit the CSV Columns

Use the field mapping tool to add, remove, and reorder columns.

1. Go to the Accounting page.
2. Under Download, select Edit .CSV Format.

Accounting page Download section with Edit .CSV Format option.

3. Add, edit, or remove the columns that appear in the CSV.

CSV format editor showing field mappings and column list.

4. Select Add Field Mapping to add additional columns.

Add Field Mapping button in the CSV format editor.

5. Use the row controls to edit, remove, or move columns.

Field mapping table with row controls for editing, removing, and reordering columns.

6. Save your changes.

After you save, future CSV downloads use the updated columns.

Apply Default Templates

Select a default template to quickly apply a predefined set of columns.

You can change which default templates apply to your custom CSV.

Default template selection area for applying a predefined CSV column mapping.

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