How Do I Bulk Edit / Export / Import Other Operating Expenses?
Overview
If you have hundreds of OOEs and want to avoid entering each one individually through the UI, you can use the bulk Excel upload process to manage them all at once.
Recommended Process
- Go to Admin → Operating Expenses
- Click Download OOE(↓) to export your current expenses to Excel
- Go to Reports → Exported Reports, wait for status DONE, then download the file
- Open in Excel, amend/add/delete OOE entries as needed, and save
- Go back to Admin → Operating Expenses and click Upload OOE(↑)
- Choose the correct account, select your modified file, and click Upload
- Go to Reports → Imported Reports to check the outcome
- If errors exist, download the result file, correct errors, and re-upload
- Spot-check the outcome on SellerLegend
Excel File Format
WARNING
Do not attempt bulk OOE management unless you have mastered how OOE works in SellerLegend. See The Other Operating Expenses Settings Screen first.
Every row must follow this format:
| Field | Excel Header | Notes |
|---|---|---|
| Serial No | serial_no | Mandatory — automatically added |
| Product | sku | Optional — if the OOE is associated with an SKU |
| Account | account | Optional — uploads to the chosen account |
| Description | description | Optional — describe the expense (e.g., "SellerLegend Subscription") |
| Category | category | Optional — e.g., "Software Licenses" |
| Amount | amount | Mandatory — any value acceptable |
| Start Date | start_date | Mandatory — format: YYYY-MM-DD |
| End Date | end_date | Mandatory — must be later than start_date, format: YYYY-MM-DD |
| Repeats | repeats | Mandatory — one of: Once, Daily, Weekly, Monthly, Yearly |
| Repeat Every | frequency | Optional — positive integer |
| Days | days | Optional — positive integer |
Excel File Rules
- The file must have a header row with the exact column titles above
- Do not add or delete columns
- Do not use any formulas in cells
- Dates must be in YYYY-MM-DD format
Checking Upload Results
After uploading, go to Reports → Imported Reports:
- DONE — file imported without errors
- DONE_WITH_WARNINGS — file contained errors. Download the result file and look for cells with a red triangle in the top-left corner. Hover over the cell to see the error message.
Correct errors in the Excel file and repeat the upload until it completes without warnings.