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How to bulk invite users into your Weel account

  • Updated

Bulk CSV invite lets you add a group of people to Weel in one upload, all under the same Role and Payment Types.

Steps

  1. Open the People page.
  2. Click Invite People.
  3. Select Bulk CSV invite.
    • Use Quick Invite instead if you're inviting a handful of people, or need different roles for different people.
  4. Click Download our CSV template and follow its format: one Email column, one address per row.
  5. Fill in the template with the email addresses you want to invite. Keep the column heading as is, and check every address is valid - the whole file is rejected if any row fails.
  6. Drag and drop your completed CSV into the upload area, or choose it from your files.
    • Files must be a CSV, under 2MB, and no more than 10,000 rows. An invalid file gets an inline error so you can fix and re-upload.
  7. Select the Role everyone in this file will get. All invitees in one upload share the same Role - use separate CSVs, or Quick Invite, for different roles.
  8. Select the Payment Types these invitees get (Cards, plus Accounts Payable and/or Reimbursements if they're enabled on your plan). Payment Types may add to your billing.
  9. Tick the checkbox confirming you've read and agree to the Terms and Conditions. It can take up to 5 days to verify an invitee's details before they can access their account.
  10. Click Invite. This stays disabled until you've added a file, a Role, at least one Payment Type, and the Terms and Conditions checkbox.
  11. Once the upload succeeds, invited people appear in your People list with a "Pending invite" status, with a "N invites pending" indicator near Invite People so you can add them to budgets or subscriptions.

What happens next

Invited people get an email with a link to create their Weel account. If someone already has a Weel account elsewhere, we contact them individually instead of through the standard invite email, but they still end up with an invite they can accept.

If any addresses have a problem, you'll see a table showing why: Already invited, Duplicate entry, or Invalid email. Fix the CSV and re-upload - no invites go out until the whole file passes.

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