Add spend category data in an Excel file

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read

    • You can download and add spend category data in an Excel file template.

    Before you begin

    Role required: sn_spend_mgmt.category_manager_admin

    Procedure

    1. Select All.
    2. In the navigation filter, enter sn_spend_mgmt_category_stage_list.do.
    3. Right-click any column heading and select Export > .xlsx.
    4. Select Download to save the spreadsheet on your local system.

    Result

    An Excel template is created with the required columns for adding the spend category data. Use this Excel spreadsheet to enter the supplier data that you want to import and store into the Spend Category Stage (sn_spend_mgmt_category_stage) staging table.

    What to do next

    Load the spend category data from the excel template into the Spend Category Stage (sn_spend_mgmt_category_stage) staging table. For more information, see Load and map spend categories to existing product categories.