To import files to add and edit your admin data, you can use the inbound file delivery feature in the Admin area.
Before adding a data sync inbound file delivery, review the notes below.
Note
Support from your IT team is required to complete a connection setup to an SFTP tool.
To use the inbound file delivery feature to manage your admin changes, you will need to add and configure the inbound file delivery option in Integrations section of the Admin area.
Before enabling the required inbound file delivery option, download and read the full import specification for your required data import.
Import Specifications
Data Import | Import Specification | CSV Template |
User | ||
Department | ||
Project | ||
User Group | ||
Approval Flow | ||
Company Car | ||
Supplier | ||
Ad Hoc User | ||
Ad Hoc Pre-Registrations |
Note: User Group, Approval Flow and Company Car imports are available for new data only. Existing records for these areas will not be updated and will be skipped during the import process.
For assistance setting up inbound file delivery for Allstar, MasterCard or Visa, reach out to our Support Team.
How to add a data sync inbound file delivery
1. Go to Admin > Integrations.
2. In the File Delivery tab, click the New Inbound button.
3. Find the relevant inbound file delivery option and click +Add to my account.
User Sync
Department Sync
Project Sync
User Group Sync
Approval Flow Sync
Vehicle Sync
Supplier Data Sync
Note: For ExpenseIn accounts with Ad Hoc enabled, additional options for Ad Hoc Pre-registrations & Ad Hoc User Sync are available.
How to enter configuration settings
1. Click the Actions button on the new Inbound File Delivery option, then click Configure.
2. In the Notifications tab, you can:
Notification Email - Enter an email address to receive delivery notifications.
Expected File Frequency - Select a frequency in line with the expected CSV file delivery of the admin data. If a CSV file is not received when expected, ExpenseIn will notify all users with Admin permission via email.
3. In the Connection tab, you can:
Connection details - View and copy the connection details to connect ExpenseIn with your SFTP file delivery tool.
Allowed IP Addresses (optional) - Enter the specific IP Address or IP Addresses if you want to restrict the allowed source IP Addresses for this connection.
Note: We accept individual IP Addresses and IP Address ranges hyphen separated, either IPv4 or IPv6.
4. Still in the Connection tab, copy the SFTP URL, uniquely generated Username and Password details into your SFTP tool.
5. Review the Notifications and Connection information, and when happy, click Update to save the information and complete the data sync configuration.
Once configured, we recommend testing the file delivery process manually. To do this, drop a test CSV file into the remote site area in the SFTP tool before the first frequency date.
Note: If the word 'Test' is in the CSV file's filename, the system will pick up the CSV file, but it will not action any changes.
If your IT team has any issues when following the steps in this help article, please contact ExpenseIn's Support team via live chat or email at support@expensein.com.