Uploading data

Bulk uploading in Warchest is designed for CSV format. You can download a sample CSV from the Bulk Upload page.

To bulk upload disbursements and contributions: 

1. Go to the Disbursements or Contributions page.
2. Click “Bulk Upload.”
3. Drag and drop a CSV file or your expenses or contributions.
4. If necessary, match your file headers to what Warchest expects.
5. Click “Next Step.”
6. If no rows require correction, review the summary and click “Submit.” If Warchest flags any rows requiring correction, address entries before proceeding to the next step.
7. Click “Done Editing” once the rows have been corrected and saved.
8. Review the confirmation page and click “Submit.”

CSV headers include: 

For disbursements:

• Amount
• Date (DD/MM/YYYY)
• Vendor (Optional)
• Description (Optional)
• Line Item 
• Department 

Note: Department and Line Item values in your CSV must correspond with existing Departments and Line Items  in your budget. If there's a mismatch, you can adjust them during the upload process.

 For Contributions:

• Amount
• Date (DD/MM/YYYY)
• Source
• Subcategory
• Donor Name (Optional)
• Description (Optional)

Note: Source and Subcategories values in your CSV must correspond with existing Sources and Subcategories in  your Finance Plan. If there’s a mismatch, you can adjust them during the upload process.

If you experience any difficulty, please fill out the support form or email us at support@mywarchest.com.