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