> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://help.chrisp.chat/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# Bulk import of Members

This feature is only visible to Account Owners and Admins.

You can invite or update multiple members in Spendesk using predefined fields.

## How to Bulk Import Members:

1. Navigate to **Settings > Organisation > Members**, then click on **"Invite new members"**.
2. Select **"By file upload"**.

## Key Information Before Using This Feature

* **Template Overview**:  
The template contains all possible columns, along with instructions for required fields and usage. It also includes additional sheets listing all cost centers and approval policies.
* **Dynamic Columns**:  
Columns in the template will appear only if the corresponding feature is enabled.

## Data Required to Invite Members

* **First name** (required)
* **Last name** (required)
* **Email Address** (required)
* **Roles** (optional): identified by name
* **Cost Center** (optional):

* Available if the feature is enabled
* Identified by name (unique constraint)
* **Approval Policy** (optional):

* Available if the feature is enabled
* Not uniquely identifiable by name
* **IBAN and BIC** (optional): feature-flagged
* **Reporting Manager email** (optional)

Once you’ve filled out the file, click on **"Start the import"**.  
The system will automatically send invitations to the members

## FAQ

**Q1: What happens if I leave optional fields blank?**  
Optional fields, such as roles or approval policies, will not be assigned unless specified.

**Q2: Can I edit the template file before uploading?**  
Yes, you can adjust the fields in the provided template, but do not change the column structure or names.

**Q3: How can I ensure the file is compatible?**  
Make sure all required fields are filled, and only the enabled features' columns are used.

**Q4: Why wasn't the reporting manager assigned?**

The referenced user must already exist to be associated as a manager, so the ordering of users in file is important when using it to invite. Your options are to:

* Ensure managers come earlier in the file before their reference in the manager column
* Run a second import after users have been invited to apply reporting manager changes (you can just use the same file again)

# I have an error, what should I do?

We display an error message for the following:

```
Invalid xlsx structure, User already exists, Invalid email, Invalid role, Cost center not found, Approval policy not found, Missing mandatory information.
```

IBAN and BIC

* It's compulsory to add both IBAN and BIC.
* If only the IBAN is added and not BIC, it will not be populated.