Bulk Updating User Information

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Emburse Certify is pleased to allow Administrators to bulk update approvers and emails from a single location.

Bulk Updating Approvers

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

Step 2: Under Certify Tools, select Update Approvers.

Step 3: The Approvers/Accountants Bulk Update page opens. Copy and paste the necessary data from a preferred spreadsheet software into the textbox provided:

  • User Email
  • Approver’s Email
  • Second Level Approver’s Email
  • Accountant’s Email

If a user does not have a second-level Approver or Accountant, use the ‘{remove}’ keyword. Values left blank will be ignored.

Step 4: Click Next when finished. A confirmation screen opens with details of the changes. 

Bulk Updating User Email Addresses

 

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

Step 2: Under the Certify Tools section, select Update Emails.

Step 3: The ‘Email Bulk Update’ page opens. Copy and paste the necessary data from a preferred spreadsheet software into the textbox provided.

Please Note: Users’ old email addresses are listed under the left column, while new addresses should be in the right, as shown below.

Step 4: Click the Next button when finished. A textbox appears with confirmation of your changes. If an error occurs, confirm whether the ‘old’ email exists in the system and if the data is correctly formatted. 

 

 

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