SMP Import File


LeanIX offers a manual way of data intake and processing. This is to ensure the smoothest possible way to get the most out of your current data from SMP. Here we have the guidelines on how to proceed with manually importing your file.

Formatting for manually importing a file

Below is the formatting that you have to follow for the importing file to be successful.

Financial Systems file Import:

  • Invoice date
  • Invoice ID
  • Vendor ID
  • Vendor name
  • Description (as detailed as possible)
  • Amount
  • Currency
  • Source name

Expense Management file Import:

  • Transaction Date
  • Transaction ID
  • Vendor description
  • Expense Description (as detailed as possible)
  • Amount
  • Currency
  • Source name

Contract Management System file import:

  • Contract ID
  • Vendor name
  • Contract start date
  • Contract end date (or contract length)
  • Amount
  • Currency
  • Document PDF/JPG/JPEG/PNG format - this can be a contract, purchase order, service order, invoice, email confirmation, …
  • (optional) volume
  • (optional) description

Single Sign-On file import - vendors only:

  • Vendor ID
  • Vendor Name
  • (optional) status [active, inactive]

HRIS System file import:

Generally required:

  • Source
  • Customer ID
  • Departments:
  • ID (has to be unique)
  • name
  • (optional) status [active, inactive]


  • ID
  • Name
  • Email (has to be unique)
  • Department ID (must match the IDs from above Departments)
  • (optional) status [active, inactive]
  • (optional) type [employee, contractor, partner, systemUser]

Credit Cards file import:

  • Charge date
  • Charge ID
  • Vendor name / description
  • Amount
  • Currency
  • Cardholder name
  • MCC Code

Import file to SMP

Once you have your data ready. You can proceed to import these data into SMP by going to:

  1. Go to the Settings > Discover Integrations panel > then click on the Import file
  1. Here, you can upload your data using the format described above

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