With the Spend Management Pro Plus plan, an owner, admin, or department lead with full access permission can bulk upload new users. The Pro plan does not include this functionality.  

Tip: When uploading users in bulk, group users together based on how their spend card control limits need to be configured. 

1. Navigate to the Users section in the Spend Management app and select Upload users.  
2. Download the template file available within the Spend Management Upload users instructions and fill in the required fields.
   • Note: Existing users will be ignored, and their user details cannot be updated with the bulk upload feature. 
      
3. Drag and drop the completed CSV (Comma Separated Values) file in the gray box or click to select the file from your computer.  
4. Select Continue. The imported file will be analyzed and compared to the existing users on your account. On the next screen, review the list of new users shown and the number of existing users that will be ignored.  
5. Select Continue to cards.  
6. Configure the spend card controls to apply to all the new user cards, then select Continue. 
7. Review the business shipping address and select the shipping method. Allow at least one additional business day for card printing. 
8. Select Add users & order cards. 
9. After processing successfully, a confirmation message will appear stating that the users have been added and email invitations are sent to the new users to set up their accounts.