Template File for User Import

Adding users to Expensya can be done through an import file, which is easy to fill out and quick to integrate.

The account administrator has the ability to import this file to the account from the web and add users all at once, or even update their accounts.

To download the user import template file:

  1. Go to the Administration tab > Users submenu.
  2. Click on "Import"
  3. Download the template file.

Here are the different fields present in the template file. You can download the explanatory file of the template to learn more about the meaning of each field.

It is not necessary to fill out everything to import the file. Only the fields in bold are mandatory.

You can also find the mandatory fields in the explanatory file of the template, in column C "constraint".
  • Last Name
  • First Name
  • E-Mail
  • Serial
  • Language
  • Country
  • Currency
  • Status
  • Admin Role
  • Accounting Role
  • Analytic axis 1
  • Analytic axis 2
  • Analytic axis 3
  • Analytic axis 4
  • Analytic axis 5
  • Validator mail Level 1
  • Validator serial number Level 1
  • Additional validator mail-0
  • Additional validator serial number-0
  • Additional validator minimum amount-0
  • Additional validation conditions-0
  • Internal identifiers of assigned rules-0
  • Tags
  • Default project
  • Secondary alias
  • Mileage configuration
  • Address
  • Zip Code
  • Phone number
  • Fax
  • Vendor
  • Additional Data-(Name)

If you need to add additional validation levels, you can create new columns in the import file as follows:

Level 2 Validator:

ValidatorMail-1: Enter the email address of the level 2 validator here.

ValidatorPayId-1: Enter the employee Serial of the level 2 validator here.

Level 3 Validator:

ValidatorMail-2: Enter the email address of the level 3 validator here.

ValidatorPayId-2: Enter the employee Serial of the level 3 validator here.

New columns can be added after the last column.

To learn how to add a user from the web version, please refer to the following article: "How to Add or Disable a User?"

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