Bulk Updating Data Using Import Records

Bulk Updating Data Using Import Records

Emburse Professional’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, an Emburse Professional Administrator, how to bulk update user records and expense information using the Import Records tool.

Quick Links 

Emburse Professional 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 Emburse Professional homepage, navigate to the System Configuration screen by clicking the gear icon in the top right corner. 

    Emburse professional header with the gear icon highlighted.

  2. In the Emburse Professional Tools section, select Import Records.

    Bulk update tools menu with import records link highlighted.

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

    Import Records type drop-down on System Configuration.

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 paste area with sample allowance rows.

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

Approval Limits

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

Data Import Wizard Approval Limits paste area with Email and Approval Limit columns.

For more information, visit theBulk 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 paste area with Authority Email and Delegate Email headers.

For more information, visit theBulk 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 paste area with department column headers.

For more information, visit theBulk 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 paste area with Name, Code, Data, and Inactive headers.

For more information, visit theBulk 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.

Data Import Wizard Dynamic Filters paste area with Child and Parent columns.

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 paste area with expense import column headers.

For more information, visit theBulk 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.

Data Import Wizard Users paste area with Email, First Name, and Last Name headers.

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

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