---
sourceDocument: Asset Management
sourceDocumentLink: https://www.servicenow.com/docs/r/it-asset-management

 Release :

    - brazil

ft:locale :

    - en-US

ft:publication_title :

    - Asset Management

ft:clusterId :

    - itam

bundleId :

    - itam

workflow :

    - Technology


---

# Import financial transactions

# Import financial transactions {#ariaid-title1}

Release version: Brazil  
Updated March 12, 2026  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 2 minutes to read  
Import a Microsoft Excel spreadsheet of financial transaction data in the Software Asset Workspace to start managing software spending.

## Before you begin

Have your financial transaction data ready, including vendor name, transaction description, amount, and GL account for each transaction.  
Note:  
To use the AI pipeline for classifying imported transactions, install the ServiceNow Otto for Software Asset Management (SAM) store app. Without this store app, transactions are processed by the machine learning pipeline. For details, see [AI-powered software spend detection](https://www.servicenow.com/docs/Boapo2mbeEq0jgfejJB8Yg "AI-powered spend detection identifies software purchases in imported spend transactions and normalizes the derived raw publisher and raw product to existing publisher and product records in Software Asset Management Content Library. This automation improves spend reporting accuracy and reduces manual classification effort.").

Role required: sam_user

## About this task

Import financial transactions to gain visibility into software spending across your organization. After the import, the SAM - Label Spend Transactions scheduled job classifies each transaction as software or
non-software and links software transactions to publisher and product records in your Content Library. Use the classified data to track software spending, identify unmanaged purchases, and improve license position accuracy.

## Procedure

1. Go to Software Asset WorkspaceLicense operationsSoftware spend detectionTransaction imports.
2. Select New.
3. On the Create New Software spend transaction import form, enter a name for the import in the Name field.
4. Select Download template.  
   The template downloads as a Microsoft Excel (.xlsx) file.
5. Open the downloaded template and populate it with your financial transaction data.  
   Include a value in each required column. For accurate classification results, include a GL (General Ledger) account for every transaction.
6. Return to the Create New Software spend transaction import form and select Attach file to upload the completed template.
7. Select Import.  
   The import runs and the status updates based on the outcome, such as Completed, Completed with Errors, or Error.

   The SAM - Label Spend Transactions scheduled job runs in the background, using the vendor name, description, and GL account to classify each transaction as a software or non-software purchase. For
   details, see [AI-powered software spend detection](https://www.servicenow.com/docs/Boapo2mbeEq0jgfejJB8Yg "AI-powered spend detection identifies software purchases in imported spend transactions and normalizes the derived raw publisher and raw product to existing publisher and product records in Software Asset Management Content Library. This automation improves spend reporting accuracy and reduces manual classification effort.").

## What to do next

After the import completes, review the results and manage your transactions. To see the row counts for every import, navigate to Software Asset WorkspaceLicense operationsSoftware spend detectionTransaction imports. The list view shows the total rows processed, skipped, ignored, and errored for every import. To review the transactions or errors created by a specific import, open the import record from the Transaction imports
list. For details on the tabs available on an import record, see [Managing software spend in the Software Asset Workspace](https://www.servicenow.com/docs/5q5H35Rqv3BDKdh185ERoQ "The Software Spend Detection feature is available in the Software Asset Workspace under License operations. Use Software Spend Detection in the Software Asset Workspace to import financial transactions, review labeled transactions, and track software spending across your organization.").

To review individual transaction records across all imports, navigate to Software Asset WorkspaceLicense operationsSoftware spend detectionAll transactions. The list view shows every transaction record along with its assigned values.
**Related concepts**   

* [Managing software spend in the Software Asset Workspace](https://www.servicenow.com/docs/5q5H35Rqv3BDKdh185ERoQ "The Software Spend Detection feature is available in the Software Asset Workspace under License operations. Use Software Spend Detection in the Software Asset Workspace to import financial transactions, review labeled transactions, and track software spending across your organization.")  
**Related tasks**   

* [Classify and normalize software spend transactions by using ServiceNow Otto for Software Asset Management (SAM)](https://www.servicenow.com/docs/_2lJJrBsow0YVUYrFYUUSA "Classify imported spend transactions to identify software purchases and normalize the derived raw publisher and raw product by matching them to existing publisher and product records. This automation reduces manual effort and improves spend reporting accuracy.")
* [Create a spend transaction manually](https://www.servicenow.com/docs/Mb1o47msKXbkspGAHk2IDA "Create spend transactions for one-off software purchases or spend records that are not captured in your accounts payable import file. This allows you to track all software spending in one location.")

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