In the Brex dashboard, admins can invite users to their account by uploading a CSV template.
Please note that you’ll need to keep all of the column headers to submit the CSV file, but only need to fill in the columns for:
First name
Last name
Email
Brex role (must be a supported role type)
Note: You can also include “Reimbursement-only user” as the Brex role and the user will be invited without card access as a reimbursement-only user. For more information about reimbursements, please see How do reimbursements work?.
The CSV template is formatted as shown below and can be downloaded from the Brex dashboard if you go to Team > Add Users > Import CSV.
Inviting new users
Step 1: Navigate to the Team page in your Brex dashboard.
Step 2: Click Invite users.
Step 3: Select Import CSV.
Step 4: Download the bulk invite CSV template. You can import this template into Google Sheets or Microsoft Excel for easier editing.
Step 5: Fill out the columns for first name, last name, email, Brex role type, and any others that you’d like to include. Then export the file to CSV.
Step 6: Upload the completed CSV file into the Brex dashboard and click Invite users.
This will invite any new users listed in the CSV. If the list has duplicates for existing users, or if an error prevents a user from being invited, they’ll be skipped, and you’ll be notified after submitting the file.
Note: If you have an HRIS integration and the user’s Brex email matches the HRIS work email, their most recent data in your HRIS system will be transferred to Brex automatically going forward.
Editing your uploaded CSV
If you’ve already uploaded your CSV template but need to correct an error or typo, you can go to the Team page and click on the affected user to edit their details.
Editing your user’s details with CSV
You can change existing users’ details on Brex by uploading the CSV template after the user is activated. By using the active user’s Brex email address, you can update any fields that you wish to change.
After updating the CSV template with the user’s new details, you can upload the CSV as if inviting a new user by following the steps above.
In the Brex dashboard, admins can invite users to their account by uploading a CSV template.
Please note that you’ll need to keep all of the column headers to submit the CSV file, but only need to fill in the columns for:
Email
First name
Last name
Title
The CSV template is formatted as shown below and can be downloaded from the Brex dashboard if you go to Team > Add Users > Import CSV.
Add new users
Step 1: Navigate to the Team page in your Brex dashboard.
Step 2: Click Add Users.
Step 3: Select Import CSV.
Step 4: Download the CSV template. You can import this template into Google Sheets or Microsoft Excel for easier editing.
Step 5: Fill out the columns for first name, last name, email, and any others that you’d like to include. Then export the file to CSV.
Step 6: Upload the completed CSV file into the Brex dashboard and click Confirm & import.
This will add any new users listed in the CSV. If the list has duplicates for existing users, or if an error prevents a user from being added, they’ll be skipped, and you’ll be notified after submitting the file.
Note: If you have an HRIS integration and the user’s Brex email matches the HRIS work email, their most recent data in your HRIS system will be transferred to Brex automatically going forward.
Editing your uploaded CSV
If you’ve already uploaded your CSV template but need to correct an error or typo, you can go to the Team page and click on the affected user to edit their details.
Editing your user’s details with CSV
You can change existing users’ details on Brex by uploading the CSV template after the user is activated. By using the active user’s Brex email address, you can update any fields that you wish to change.
After updating the CSV template with the user’s new details, you can upload the CSV as if inviting a new user by following the steps above.
Invite new users
Once you’ve added new users, you can invite these users to Brex by going to Team > Invite users and selecting either individual users or a group to invite to Brex.