Dynamic Filtering Using Import Records

Emburse Certify's Import Records tool allows Administrators to bulk import Parent-Child relationships for specific fields.

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 Dimensions from the drop-down menu.

4. Click Next to start importing the necessary records.

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

6. Select the Parent-Child relationship you would like to update using the Filter Relationship drop-down menu.

7. Then select whether you wish the value of the Child and Parent fields to be a Name or Code, using the Child Key and Parent Key dropdown menus. 

8. Paste the Parent-Child filtering values into the text box, remembering to include or remove the appropriate column headers.

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