DEMO

How to add multiple users?

Step 1: Download the template

Step 2: Fill in the information as per the following table

Step 3: Save the file and upload

Field name
Description
Requirements
Example
First Name
The first and middle name of the user
Cannot be empty. Must not include numbers. Only the following special characters are allowed &’-
Patricia A
Last Name
Last name of the user
Cannot be empty. Must not include numbers. Only the following special characters are allowed &’-
Lopez
Email
Enter the company email address: username@companyname.com
Cannot be empty.
patricia.lopez@companyname.com
Travel(Yes/No)
Travel product access. Type ‘Yes’ or ‘No’
In Product access, at least one Travel or Expense must be marked Yes
Yes
Expense(Yes/No)
Expense product access. Type ‘Yes’ or ‘No’
In Product access, at least one Travel or Expense must be marked Yes
Yes
Contact Number
Phone number without the country code.
6226226220
Travel Role(Traveler/Admin/Finance Admin)
The user’s role for the Travel Product. Type either of these three: ‘Traveler’, ‘Admin’, or ‘Finance admin’Traveler: Can create and approve tripsFinance Admin: Can create and approve trips. Can manage invoices, payments, trip reports, and vouchers.Admin: Has full administrative access to the organization. Can manage users, policies, approval rules, configurations, integrations, and finance.
If left empty, Traveler role is assigned as the default
Traveler
Expense Role(Submitter/Admin/Finance Admin)
The user’s role for Expense product. Type either of these three: ‘Submitter’, ‘Admin’, or ‘Finance admin’Submitter: Can create, submit and approve expense reports and advancesFinance Admin: Can view and process payouts for all expense reports and advances submitted in the organization Admin: Has full administrative access to the organization. Can manage users, policies, approval rules, configurations, integrations, and payouts.
If left empty, Submitter role is assigned as the default
Submitter
Base Location
User’s base city location
Must not include numbers. Only the following special characters are allowed ()&’-
New York
Employee Id
User’s employee ID
293
Designation
User’s designation
Cannot include special characters. Can include numbers
Strategy Manager
Currency
ISO code of country currency https://docs.1010data.com/1010dataReferenceManual/DataTypesAndFormats/currencyUnitCodes.html
USD
Country Contact Code
Enter country code of phone numberhttps://countrycode.org/
1
Date Of Birth (dd mmm yyyy)
Enter date of birth e.g, 12 Mar 1984
28 Mar 1984
Gender(Male/Female/Others)
Enter gender of the user.
Female
Department

For placing users in an organizational unit.If you haven’t set up your departments: Enter “NA” to place all users without any department. You can move users to new departments that you create later. If you’ve already set up your departments: Use the same department names that you have set up in the Travel product under “User management > Departments” to place each user in a department or in the Expense product under “Settings > General > Departments”

Examples: NA (for users without any departments)Sales (for assigning users under Sales department; if you have already set up Sales as a department under “User management > Departments” from app.itilite.com/departments)

Sales
Entity
Same as Department
Company US entity name
Employee Level
Same as Department
L6
Business Unit
Same as Department
Cloud services
Nationality
Nationality of the user. This can be required while booking flights or staying for the user’s travel needs
United States
Passport Number
Enter the passport number of the user
H87245092
Passport Issue Country
USA
Trusted Traveller
Redress Number
The Redress Control Number (redress number) allows the Transportation Security Administration’s (TSA) Secure Flight program to match travelers with the results of their redress case. If you don’t have a redress number and an airline or a travel site asks for your redress number, you can leave it blankhttps://www.dhs.gov/redress-control-numbers#:~:text=The%20Redress%20Control%20Number%20(redress,the%20watch%20list%20matching%20process.
Flight Seat Preference (Window/Aisle)
Window or AisleRight now, it is not possible to set “Middle” as a preference
Window
Flight Meal Preference (Veg/Non-Veg)
Veg or Non-Veg
Veg
Passport Expiry Date (dd mmm yyyy)
Valid passport expiry date. This will be used for specific Travel booking purposes
28 Jan 2028
Passport Issue Date (dd mmm yyyy)
Valid passport issue date. This will be used for specific Travel booking purposes
29 Jan 2023
Reporting Manager
Enter the email of a user that you want to map as Travel approver 1 for this user. You can map up to 10 travel approvers for any user. Different travel scenarios can go to different travel approvers based on “Approval rules” that you have set up in https://app.itilite.com/approval-rules
travel.approver1@companyname.com
Person 2
Email of a user that you want to map as Travel approver 2 for this user.
travel.approver2@companyname.com
Travel Person 3
Email of a user that you want to map as Travel approver 3 for this user.
travel.approver3@companyname.com
Travel Person 4
Email of a user that you want to map as Travel approver 4 for this user.
travel.approver4@companyname.com
Travel Person 5
Email of a user that you want to map as Travel approver 5 for this user.
travel.approver5@companyname.com
Travel Person 6
Email of a user that you want to map as Travel approver 6 for this user.
travel.approver6@companyname.com
Travel Person 7
Email of a user that you want to map as Travel approver 7 for this user.
travel.approver7@companyname.com
Travel Person 8
Email of a user that you want to map as Travel approver 8 for this user.
travel.approver8@companyname.com
Travel Person 9
Email of a user that you want to map as Travel approver 9 for this user.
travel.approver9@companyname.com
Travel Person 10
Email of a user that you want to map as Travel approver 10 for this user.
travel.approver10@companyname.com
Travel FYI Approver
Email of a person that will be notified for every approved travel for this user.
travel.approveFYI@companyname.com
Expense Person 1
Enter the email of a user that you want to map as Expense approver 1 for this user. You can map up to 10 expense approvers for any user. Different expense scenarios can go to different travel approvers based on “Approval rules” that you have set up in https://app.itilite.com/settings/expense/approval
expense.approver1@companyname.com
Expense Person 2
Email of a user that you want to map as Expense approver 2 for this user.
expense.approver2@companyname.com
Expense Person 3
Email of a user that you want to map as Expense approver 3 for this user.
expense.approver3@companyname.com
Expense Person 4
Email of a user that you want to map as Expense approver 4 for this user.
expense.approver4@companyname.com
Expense Person 5
Email of a user that you want to map as Expense approver 5 for this user.
expense.approver5@companyname.com
Expense Person 6
Email of a user that you want to map as Expense approver 6 for this user.
expense.approver6@companyname.com
Expense Person 7
Email of a user that you want to map as Expense approver 7 for this user.
expense.approver7@companyname.com
Expense Person 8
Email of a user that you want to map as Expense approver 8 for this user.
expense.approver8@companyname.com
Expense Person 9
Email of a user that you want to map as Expense approver 9 for this user.
expense.approver9@companyname.com
Expense Person 10
Email of a user that you want to map as Expense approver 10 for this user.
expense.approver10@companyname.com
Expense FYI Approver
Custom Field 1
Enter a value for Custom field 1. This will only be mapped if you have set up these custom fields in the product from Travel > Admin > Account Configuration > Users > Custom Fields or Expense > Settings > General > Custom Fields You can collect extra information (up to 10 fields) for your users.
Project 1
Custom Field 2
Value for Custom field 2
Reporting Manager Name
Custom Field 3
Value for Custom field 3
Client Name
Custom Field 4
Value for Custom field 4. For blank keep it empty
Custom Field 5
Value for Custom field 5
Custom Field 6
Value for Custom field 6
Custom Field 7
Value for Custom field 7
Custom Field 8
Value for Custom field 8
Custom Field 9
Value for Custom field 9
Custom Field 10
Value for Custom field 10

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