Overview
Puzzle allows you to import bills in bulk using a CSV file. You can import directly from supported platforms or use Puzzle's own template for other sources.
Getting Started
Go to Expenses → Bills
Click Import Bills
Select your bill source:
Bill.com
Ramp
Brex
Other
Importing from Bill.com, Ramp, or Brex
Select the relevant platform and follow the prompted import flow.
Importing from Other Sources
If your bills aren't from a supported platform, use Puzzle's provided template:
Select Other and click Provided Template
A Google Sheet will open — click Make a Copy to save it to your Drive
Clear out the example data and fill in your bill details:
Required columns
Name | Description |
groupingId | Groups multiple rows into a single bill. Rows with the same ID become line items on one bill |
vendor | Vendor/supplier name. Auto-created if doesn't exist |
issueDate | Bill issue date (YYYY-MM-DD format) |
dueDate | Bill due date (YYYY-MM-DD format) |
amount | Total bill amount |
Optional columns
Name | Description |
currency | Bill currency (USD) |
externalId | External reference ID |
description | Bill description |
lineDescription | Line item description |
lineCoaKey | Chart of Accounts number |
lineAmount | Line item amount |
lineCurrency | Line item currency |
lineQuantity | Line item quantity |
lineUnitPrice | Line item unit price |
4. Download the completed sheet as a CSV file
5. Drop the CSV into Puzzle and click Import