Import or export users

Importing users lets you add several new users at once from a CSV file instead of creating them one at a time. Exporting users downloads your existing user list as a CSV file. You do both from the User List in Billtrust, under Settings > Users.

1. What do you need to know before importing users?

Two limits apply to importing users in Billtrust:

• Only system administrators can add new users.
• You cannot use the import process to modify the settings of existing users. Importing adds new users only.

2. How do you import users?

1. In the Billtrust platform, select Settings > Users.
2. Select Import Users.
   
   
   
3. Select Download Template (CSV file).
4. Open the template on your device and then enter the following information for each user:

   • Email address

   • First name

   • Last name

5. Set the user access type:

   • All Access allows access across applications.

   • Role Based allows partial access based on assigned application roles. Learn more 

6. For role-based access, use the Application Roles dropdown to select the appropriate role for each application in the Billtrust platform.

7. Select Select a file to upload your template.

8. Select Import Users.

3. How do you export users?

1. In the Billtrust platform, select Settings > Users.
2. Select Export Users.

   A CSV file containing all user data downloads to your device.

Related articles:

• Add users