Importing Users in Bulk

Are you tired of creating new user accounts one by one? Do you wish there were a more efficient way to add a new user? Well, your wish has been granted with Corpay Complete’s Import Users feature. With the Import Users feature, you can quickly create multiple user accounts simultaneously by uploading the users’ information in bulk. We even provide you with an easy-to-use template to ensure that all needed information is captured. Are you excited yet? Well, in this article, you will be provided with step-by-step instructions on how to import users in bulk to create new user accounts quickly and easily in Corpay Complete.

NOTE: The visibility of pages and information in Corpay Complete is based on roles assigned to users by a company as well as company configuration. As a result, some pages and information may not be visible to you or may only be available in a view only format.

To import new users in bulk:

     1. Log in to Corpay Complete.

     2. In the left-side navigation pane, click the Users menu item.

     3. The Users page opens with the Users tab selected. On the Users tab, click the Import Users  

     icon.

     4. In the Bulk import new users dialog, click the users_upload_template.xls link to download the

     users_upload_template.

     5. Locate and open the users_upload_template on your device.

     6. In the users_upload_template, enter the information for each new user you would like to import.

     7. Save the completed users_upload_template to your device.

     8. In the Bulk import new users dialog, click the Choose Files button.

     9. Locate then double-click the completed users_upload_template on your device to add it to the

     Bulk import new users dialog.

     10. In the Bulk import new users dialog, confirm the new user information is correct.

     11. If the new user information is incorrect, click the Reset Grid button to import an updated file with

     the correct information.

     12. If the new user information is correct, click the Start Loading button.

     13. Once the import process is complete, the new user information will automatically display on the

     Users tab.