Adding users in bulk

How to add users in bulk

Admin users can add multiple users to Yordex by following these steps:

  • In the Yordex interface, go to ["Settings" > "User Management"] 
  • Click on the arrow next to ["New user"] to get the option to ["Import Users"]

Screenshot 2022-11-16 at 09.57.05

  • Select ["Download a CSV sample file"] to download the template.
  • Fill out the template with the users information or drop and drag an already filled in template.
    • Do not remove any column headers in this step - non-relevant fields can be left blank
  • Finally, upload the filled out CSV file and select ["Import New Users"] at the last step. 
  • The new users will then be created and a confirmation email will be sent to you when done.

CSV file fields - explained

Field name Details
firstName

- Values accepted: Alphabetical
- Mandatory

lastName - Values accepted: Alphabetical
- Mandatory
gender - Values accepted: M/F
- Mandatory
email

- Values accepted: Valid email address formats
- Mandatory

mobileNumber - Values accepted: Numerical
- Mandatory
mobileNumberCountryCode - Values accepted: Numerical (2-4 characters)
- Mandatory
phoneCountryCode - Values accepted: Alphabetical (2 characters)
- Mandatory
customerUserId - Custom user identifier
- Non-mandatory
managerUserId - Line manager of the user
- A valid user on the account
- Non-mandatory
approvalLimitCurrency - Currency of approval limit
- Currency code
- Non-mandatory
approvalLimitAmount - Limit to which the user can approve others expenses/POs
- Values accepted: Numerical
- Non-mandatory
expenseReimbursementCurrency - Preferred reimbursement currency
- Currency code
- Non-mandatory
receiptMandatoryThreshHoldInCents - Threshold for receipt submission
- Values accepted: Numerical
- Non-mandatory
termsOfServiceAccepted - Has the user already accepted our US cardholder terms of service?
- TRUE/FALSE
- Mandatory for USD card ordering