> ## Documentation Index
> Fetch the complete documentation index at: https://hc.saas-manager.biz.nuro.jp/llms.txt
> Use this file to discover all available pages before exploring further.

# 5. Import CSV Data (Cost)

> Learn how to import CSV data and manage it in Cost Management.

#### Cost Management via CSV Data

By customizing and importing CSV data exported from accounting or expense systems,
you can manage SaaS costs (Insights and [Spending](/en/it-management/cost-management/pawv3ttutu-spending)).

#### Import Steps

1. Go to **Spending** and click \[**`Import Spending Data`**] in the upper right of the Spending section.

   <img src="https://mintcdn.com/admina-sbn/KgW_X5DK2T6UcoAI/images/it-management/pkjmixl49n/1781212691168-2026-06-12-6-18-02.png?fit=max&auto=format&n=KgW_X5DK2T6UcoAI&q=85&s=5f08ff8d99395ff9b320b651c7e279b7" alt="Import Spending Data button" width="1920" height="288" data-path="images/it-management/pkjmixl49n/1781212691168-2026-06-12-6-18-02.png" />

2. The **Import Spending Data** screen appears.
   Download the CSV template for import and save it to a folder of your choice.

   <img src="https://mintcdn.com/admina-sbn/D6ViLbuG33hDs5lV/images/it-management/pkjmixl49n/1757214863063-dl.png?fit=max&auto=format&n=D6ViLbuG33hDs5lV&q=85&s=32eead65ac5f5c0f751d54637a8e8f79" alt="Template download screen" width="489" height="344" data-path="images/it-management/pkjmixl49n/1757214863063-dl.png" />

3. Open the downloaded template file and fill in each field according to the format.

   <img src="https://mintcdn.com/admina-sbn/D6ViLbuG33hDs5lV/images/it-management/pkjmixl49n/1659499910543-image.png?fit=max&auto=format&n=D6ViLbuG33hDs5lV&q=85&s=68ea1387eaeda7e3ab409c2fbec08a02" alt="CSV template input example" width="1464" height="270" data-path="images/it-management/pkjmixl49n/1659499910543-image.png" />

   | Field                   | Input format                                           |
   | ----------------------- | ------------------------------------------------------ |
   | Date (required)         | Use YYYY-MM-DD or YYYY/MM/DD format.                   |
   | Amount (required)       | You can use a dot to indicate decimal places.          |
   | Currency (required)     | Use USD or JPY. You cannot mix currencies.             |
   | Note (optional)         | Use this field for transaction details or other memos. |
   | Service Name (optional) | Enter the SaaS name.                                   |

   <Info>
     * Row 7 contains a default description row — delete it before importing.
     * Delete any unnecessary blank rows, as they will cause the import to fail.
   </Info>

4. After creating the file, save it in **CSV format**.

   <Info>
     * Including the date in YYYY-MM-DD format in the file name makes it easier to identify later.
     * Supported character encodings for CSV files are **UTF-8, EUCJP, JIS, and SJIS**.
     * Device-dependent characters are not supported.
   </Info>

   <img src="https://mintcdn.com/admina-sbn/D6ViLbuG33hDs5lV/images/it-management/pkjmixl49n/1659500184091-image.png?fit=max&auto=format&n=D6ViLbuG33hDs5lV&q=85&s=c09477e08bcab86345324a96f4dba7c5" alt="File save screen" width="1244" height="568" data-path="images/it-management/pkjmixl49n/1659500184091-image.png" />

5. Drag and drop the file onto the Import Spending Data screen to start the import.

   <img src="https://mintcdn.com/admina-sbn/D6ViLbuG33hDs5lV/images/it-management/pkjmixl49n/1757214872683-u.png?fit=max&auto=format&n=D6ViLbuG33hDs5lV&q=85&s=42dca4f438f8259c610fbe05a1cd32a2" alt="File drag-and-drop screen" width="489" height="344" data-path="images/it-management/pkjmixl49n/1757214872683-u.png" />

6. When the import completes successfully, a confirmation message appears. If it fails, correct the CSV file according to the error message.

<img src="https://mintcdn.com/admina-sbn/D6ViLbuG33hDs5lV/images/it-management/pkjmixl49n/1659500677498-image.png?fit=max&auto=format&n=D6ViLbuG33hDs5lV&q=85&s=b8581726f80b41e7a573bc6a9c346050" alt="Import completion message" width="457" height="51" data-path="images/it-management/pkjmixl49n/1659500677498-image.png" />

#### Reviewing Imported Data

Go to **Spending** and click the **All Sources** filter to view the imported file names and import timestamps.

<img src="https://mintcdn.com/admina-sbn/KgW_X5DK2T6UcoAI/images/it-management/pkjmixl49n/1659501100641-image.png?fit=max&auto=format&n=KgW_X5DK2T6UcoAI&q=85&s=cc5d0c3c5e539064777d622a956dd7c2" alt="Import history screen" width="910" height="526" data-path="images/it-management/pkjmixl49n/1659501100641-image.png" />

Verify that the imported data is reflected correctly.

<img src="https://mintcdn.com/admina-sbn/D6ViLbuG33hDs5lV/images/it-management/pkjmixl49n/1659501260931-image.png?fit=max&auto=format&n=D6ViLbuG33hDs5lV&q=85&s=d8675b84e1db954851c22832b165fea0" alt="Imported data confirmation screen" width="1665" height="258" data-path="images/it-management/pkjmixl49n/1659501260931-image.png" />
