---
title: "Importing and exporting Expenses users"
slug: "importing-users"
updated: 2026-09-23T10:44:31Z
published: 2026-09-23T10:44:31Z
canonical: "help.cintra.co.uk/importing-users"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.cintra.co.uk/llms.txt
> Use this file to discover all available pages before exploring further.

# Importing and exporting Expenses users

You can either add [users individually](/payroll/docs/creating-users), or by importing them using the User Accounts template.

> **Note**: The same spreadsheet is used for both exporting or importing users from Expenses.

### Downloading the User Account template / exporting users

1. In **Setup > People**, open the **Actions** menu and select **Export**.

![](https://cdn.document360.io/fc2cda72-4645-4b36-96bf-60439ec11f11/Images/Documentation/image-1787325991873.png)

1. Choose one of the following options:
  - **Include data** — exports all existing user account records.
  - **Exclude data** — exports column headers only. Use this as a template for importing new user data.

![](https://cdn.document360.io/fc2cda72-4645-4b36-96bf-60439ec11f11/Images/Documentation/image(445).png)

![](https://cdn.document360.io/fc2cda72-4645-4b36-96bf-60439ec11f11/Images/Documentation/image(444).png)

### Completing the template

Open the spreadsheet and start adding users. For information on each of the fields, see [user types](/payroll/docs/user-types).

- Do not edit the **Integration Record ID** column.

![](https://cdn.document360.io/fc2cda72-4645-4b36-96bf-60439ec11f11/Images/Documentation/image(352).png)

### Importing the template

1. When you’re finished, open the **Actions** menu again, and select **Import**.
2. Click **Find File**, then locate and add the spreadsheet.
3. Click **Import**. The user(s) will be added to the system and you can then send them an invite. See [Creating and editing users - Inviting to Expense](/payroll/docs/creating-users#inviting-users-to-capture-expense)s.

****Videos**: Creating users and inviting users**

[Embedded content](https://app.trupeer.ai/embed/5K4kK6QyR)

[Embedded content](https://app.trupeer.ai/embed/eeLetGAyO)