How to Export CSV Data from Expensify and Import It into clariBI

Expensify is a leading expense management platform used by businesses to track receipts, manage expense reports, and streamline reimbursements. Exporting your Expensify data into clariBI enables AI-powered analysis of spending patterns, category breakdowns, and policy compliance. Note: These steps apply to Expensify Classic. If you are using "New Expensify," the navigation may differ slightly — look for similar options under the main menu.

What You Can Export from Expensify

• Individual expense transactions with amounts and dates
• Merchant names and expense categories
• Receipt images and attachment references
• Expense report summaries and statuses
• Employee and submitter information
• Reimbursement and approval status
• Tags, departments, and custom fields
• Mileage and per diem entries

Export CSV Data from Expensify

Method 1: Export from Reports

1. Log in to your Expensify account at expensify.com
2. Click Reports in the left navigation
3. Select the report(s) you want to export by clicking the checkboxes
4. Click Export To in the top toolbar
5. Select a template such as Default CSV, Basic Export, or All Data - Expense Level (or a custom CSV template if configured)
6. The report data will download as a CSV file with all expense line items

Method 2: Export Individual Expenses

1. Navigate to the Expenses tab in the left sidebar
2. Use filters to narrow expenses by date, category, or status
3. Select the expenses you want to export by checking the boxes
4. Click Export To in the toolbar and select a CSV or Excel template from the list
5. The selected expenses will download as a CSV file

Method 3: Custom Export Templates

1. Go to Settings > Account > Preferences
2. Under CSV Export Formats, you can create custom templates that define which fields to include
3. Use your custom template when exporting from the Reports or Expenses tab

Tips for Clean Exports

• Export approved and finalized reports to ensure amounts are accurate and not subject to change
• Use the date filter to create exports covering specific months or quarters for consistent time-based analysis
• If you use Expensify tags or categories, these will appear as columns in your CSV and are excellent for segmented analysis in clariBI

Import Your Data into clariBI

1. Log in to your clariBI account at claribi.com
2. Click Data Sources in the left sidebar
3. Click the + Add Source button (top right)
4. Under Direct Upload, select CSV File
5. Enter a descriptive name (e.g., "Expensify - Company Expenses Q4 2024")
6. Click the upload area or drag and drop your CSV file
7. Click Create Data Source

Once imported, you can ask clariBI questions like:
- "What are our top 5 expense categories by total spend this quarter?"
- "Which employees have the highest average expense report amounts?"
- "Show me monthly travel spending trends over the past year"

clariBI's AI will automatically analyze your data and suggest relevant insights.