---
title: "Importing and exporting Expenses tags"
slug: "importing-and-exporting-tags"
description: "Import and export tag values in bulk using CSV templates in Capture Expense for efficient data management and reporting."
updated: 2026-08-19T14:48:02Z
published: 2026-08-19T14:48:02Z
canonical: "help.cintra.co.uk/importing-and-exporting-tags"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.cintra.co.uk/llms.txt
> Use this file to discover all available pages before exploring further.

# Importing and exporting Expenses tags

You can import tag values in bulk using a CSV template downloaded from Capture Expense. You can also export your existing tag data for reporting purposes.

### **Downloading the import template**

1. Go to **Setup > Tags**.
2. Select **Export** from the **Actions** menu.

![](https://cdn.document360.io/fc2cda72-4645-4b36-96bf-60439ec11f11/Images/Documentation/image(358).png)

![](https://cdn.document360.io/fc2cda72-4645-4b36-96bf-60439ec11f11/Images/Documentation/image-1ZSYR4NJ.png)

1. Deselect **Include data** and click **Download**. A blank CSV template is downloaded containing the required column headers.

### **Completing the template**

Open the downloaded file and add your tag values into the following columns:

- **Type**: the name of the tag, for example *Department*.
- **Code**: a short code for the value, for example *MKT.*
- **Analysis Segment**: an accounting code, if applicable.
- **Name**: the full name of the value, e.g. *Marketing*.

Do not edit the **Type Id (Edit Only)** or **Tag Id (Edit Only)** columns.

![](https://cdn.document360.io/fc2cda72-4645-4b36-96bf-60439ec11f11/Images/Documentation/image(359).png)

### **Importing tag data**

1. Go to **Setup > Tags**.
2. Select **Import** from the **Actions** menu
3. Click **Find File** and select your completed CSV file.
4. Click **Import**. A confirmation message appears and the tag values are added to Capture Expense.

### **Exporting existing tag data**

1. Go to **Setup > Tags**.
2. Select **Export** from the **Actions** menu.
3. Ensure **Include data** is selected and click **Download**. Your tag data is exported as a CSV file.