Using the CSV template to set up an Approval Workflow

SimonNg Approved! Accountant Posts: 1 Expensify Newcomer
edited August 2018 in Day to Day

Hi I am new to Expensify. Where can I download the employee list csv template such that I can import the employees to Expensify.


  • Sheena Trepanier
    Sheena Trepanier Expensify Team, Approved! Accountant, Expensify Student Ambassador Posts: 1,362 Expensify Team
    edited January 2019

    Hello @SimonNg, great question and welcome! The quickest way to download a copy of the spreadsheet is to navigate to your Settings > Policies > Group > [Policy Name] > People section, and then click the Export to CSV button. (below)

    After you've updated the exported CSV with your employee list, you can import it right back into the same People section. This method is great for adding employees in bulk or updating the approval workflow in bulk.