Do you have a large number of candidates/requesters that you want to add to Reimbi? The Bulk Upload feature might be just what you need.
Navigate to the Requester page (https://app.reimbi.com/users/) and click the Bulk Upload button.
From this page, you can download the template. The template will be specific to your company. Complete the information for the candidates you want to add to Reimbi and then upload the file.
Reimbi will immediately send you an email with the results of your upload.
If you have any "Unsuccessful" results, check the results attachment for specific items that need to be corrected.
Here are some helpful tips for problems you may encounter.
1. The prompt date must be formatted as YYYY-MM-DD.
2. "Bill to value invalid" means that the value provided does not exist in your company's Reimbi configuration for Accounting codes. This field is case-sensitive.
3. "Requester type invalid" means that the value provided does not exist in your company's Reimbi configuration for Policies (requester types). This field is case-sensitive.
4. "Approver invalid" means the email address provided for the listed approver is not assigned to an Active staff user in Reimbi with the approva permission.
3. The uploaded file must be in .csv format (not .xls or .xlsx).
For any other questions please contact support@reimbi.com
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