Nagata provides downloadable templates for each type of data import. Using the template ensures your columns are named correctly and the import succeeds on the first try.
Download from Settings → CSV templates or from the /templates page.
Spend template
| Column | Type | Required | Example |
|---|---|---|---|
vendor_name | Text | Yes | Notion |
amount_usd | Number | Yes | 1200.00 |
date | Date (YYYY-MM-DD) | Yes | 2024-03-15 |
category | Text | No | Productivity |
department | Text | No | Engineering |
currency | Text | No | USD |
source | Text | No | Ramp |
AI usage template
| Column | Type | Required | Example |
|---|---|---|---|
provider | Text | Yes | openai |
model | Text | Yes | gpt-4o |
workflow_type | Text | Yes | email-draft |
source_type | Text | No | api |
user_email | No | jane@company.com | |
occurred_at | ISO timestamp | Yes | 2024-03-15T14:22:00Z |
input_tokens | Integer | No | 512 |
output_tokens | Integer | No | 1024 |
cost_usd | Number | Yes | 0.0082 |
Tips for all templates
- Wrap any field containing a comma in double quotes:
"Acme, Inc." - Save as UTF-8 CSV, not Excel .xlsx format
- Remove any totals or summary rows at the bottom before uploading