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How to add users with an Employee profile to the Mesh Platform in bulk ( CSV file )?

Noam Koren
  • Updated

Please follow the steps below to upload employees to the platform using a CSV file.

1. Make sure that you are logged into the Mesh platform as an Administrator, a Pro, or a user who has permission to create other users.    

2. Navigate to the Employees Page. 

3. Click on the Import Employees button.

4. Click the designated area to upload a CSV file that you created. 

5. Select a file and click on Open button.

File2Upload.png

6. Select one of the presented options and click on the Continue button.

  • Add and invite employees - creates a user and sends an invite to that user. 
  • Add Employees (Don't invite) - creates a contact-only profile.

7. If all went well you will get a success message. If errors are presented please try to correct the CSV file by comparing it to the sample CSV file provided or seek the help of our team at support@meshpayments.com 

Note: If the Mesh platform detects that a user's profile already exists, it will notify you and prevent you from proceeding with the upload.

8. Navigate to the Employee page and check the user's status. You may generate a card, trip, or budget for those employees before they sign in and verify.

 

Notes:

  • It is possible to add a single employee to the platform.
  • If a domain (e.g., your_company.com) was added in the Mesh backend you can add users to the CSV file without a phone number.     
  • If a user has undergone a verification process in Company A and is subsequently added/invited, in bulk, to Company B, both of which belong to the same Organization, that user is automatically verified in the new company and will not receive a verification email.

    Labels:
  • users
  • employee
  • file
  • add
  • bulk
  • step-by-step
  • CSV
1 comment

© Mesh Payments Inc.

This document contains proprietary and confidential information of Mesh Payments, Inc. and may not be disclosed or duplicated without the express written consent of Mesh Payments.

Mesh Payments reserves the right to change this document at any time.

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1 comment

Date Votes
  • Daniel Levi

    Hi Noam, I think you need to add here how the document looks when they download it. many clients get confused because they don't understand where to put what. 

    Need to expand sections 3-5 

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