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
Click Bills in the sidebar
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
In Advanced view
Accountants and bookkeepers see Advanced view by default. Switch views with View at the bottom of the sidebar. In Advanced view, bills are under Expenses → Bills.