Importing Disbursements

Easily bring your disbursement data into Campaign Deputy by following the steps below. This article covers where to find the import tool, how to prepare your file, required fields and formatting rules, and troubleshooting tips.

The Disbursements Import tool lets you bulk-upload reimbursements, vendor payments, or any out-of-pocket expenses directly into your Campaign Deputy account. This helps you:

• Reduce manual data entry errors

• Sync disbursement data across your team in seconds

The import tool accepts CSV, XLS, XLSX files. Before uploading, ensure your file meets these formatting requirements:

• Separate Required Columns:

  • Person First Name

  • Person Last Name

  • Organization Name

  • Date

  • Amount

  • Disbursement Code

• Required Columns:

  • Date

  • Amount

  • Disbursement Code

• Date Format: Use a full four-digit year (e.g., 06/30/2025).

• Organization vs. Person: Organization Name must be in its own column, not combined with first or last name.

Sample CSV Layout

To view or verify your available disbursement codes:

1. In the right-hand menu, go to Actions → Disbursement Codes.

2. You will receive an excel file with a list of your Disbursement Codes for your account. These are different for each account.

Keep this list handy when preparing your file to ensure you use valid codes.

1. On the People → Import page, Click Import, click Choose File.

2. Select your prepared file.

3. Click Import.

4. Campaign Deputy will validate your file:

   • Missing required columns

   • Incorrect date formats

   • Invalid disbursement codes

5. If validation passes, you’ll see a preview of the first few rows. Review for accuracy, then click Confirm Import.

• Success Message: A summary of imported rows and any skipped entries.

• Error Log: If any rows failed, download the error log to see which lines need correction.