Warchest makes bulk uploading easy.
You can easily import actual disbursements into your Warchest. To start, go to the Disbursements page and click “Bulk Upload.”
This will open up the Bulk Uploading page. Drag and drop a CSV of your expenses and you will be able to match the headers in your file to the headers Warchest is expecting.
Once you’re confirmed your headers you have matched, click “Next Step” to be taken to the correction screen if corrections are needed.
On this screen is a summary of the disbursements you are uploading at the top, in addition to invalid rows.
Invalid rows are those with invalid date formats, invalid currency formats, amount values of 0, or dates outside the campaign date range.
You can make corrections to your mismatched or incorrectly named Departments and Line Items on this screen, and save changes or ignore rows entirely.
Clicking “Next Step” on this page will take you to the summary page.
You can export ignored and invalid rows on this screen, and if you are ready to upload, click “Submit” to upload into Warchest.