Bulk Updating Data Using Import Records

Emburse Certify’s Import Records tool allows Administrators to bulk import or update user information, including; User Allowances, Approval Limits, Delegates, Departments, GLDs, Expenses, and User data.

This article shows you, a Certify Administrator, how to bulk update user records and expense information using the Import Records tool.

Quick Links 

Certify recommends pasting the column headers for the below tools into your preferred spreadsheet software, and then copying that data over into the text boxes provided.

1. From your Certify homepage, navigate to the System Configuration screen by clicking the gear icon in the top right corner. 

2. In the Certify Tools section, select Import Records.

3. Select the type of import from the drop-down menu.

Click Next to start importing the necessary records.

Allowances

Administrators can bulk import user allowances using the Data Import Wizard - Allowances page. 

data import wizard_allowances

For more information, visit the Bulk Import User Allowances article in our help center. 

Approval Limits

Administrators can bulk import approval limits using the Data Import Wizard - Approval Limits page. 

For more information, visit the Bulk Import Approval Limits article in our help center. 

Delegates

Administrators can now update more than one user’s delegate at a time from the Data Import Wizard - Delegates page. 

data import wizard_delegates

For more information, visit the Bulk Update Delegate Users article in our help center. 

Departments

Administrators can use the Data Import Wizard - Departments page to bulk update multiple department fields at once. 

data import wizard_departments

For more information, visit the Bulk Import Departments article in our help center. 

Dimensions

Administrators can bulk import or update departments, categories, or general ledger dimensions using the Data Import Wizard – Dimensions page.

data import wizard_dimensions

For more information, visit the Bulk Import Dimensions article in our help center. 

Dynamic Filtering

Administrators can bulk import or update dynamic Parent-Child relationships between specific fields using the Data Import Wizard – Dynamic Filters page.

For more information, visit the Dynamic Filtering Using Import Records article in our help center. 

Expenses

Administrators can bulk import expenses to a user’s wallet or to an expense report using the Data Import Wizard - Expenses page. 

data import wizard_expenses

For more information, visit the Bulk Import Expenses article in our help center. 

Users

On the import page, you will see a list of fields that you can import to update your user records. At a minimum, you must include each user’s Email, First Name, Last Name, and Dept Name, and you can include any additional fields you would like to import.

User Import Fields.png

For more information visit the Bulk Update User Information article in our help center.

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