After you have filled in the empty User Accounts export template or edited the existing data, you can save the template as a .csv file and import the new data in bulk into Capture Expense.
Before you begin...
To help you prepare your import template file, export the template from Capture Expense with or without data. Fill in the relevant details.
To import user account data
- Navigate to the People page.
Go to Setup> Overview> User Accounts or Setup> People - Select Import from the Actions menu.
The People Import page appears. - Follow the instruction.
- Upload the completed User Account template by clicking the Find Field and locating the .csv.
- Click the Import button. A message appears stating that the import is successful. And the new data has been imported.
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