Importing and Exporting Rules

This function, within the rules engine, allows you to easily update your approval group and threshold rules by uploading a file. The file should be done in one-shot with all user entries intact to avoid any errors.

To begin, you’ll want to navigate to your Teampay.co dashboard.

1. Next, click the 'Teams' button on the top of the screen
2. Then, click on 'Rules'
3. On the right side click, 'Actions'

Import Rules

To upload the rules, the file must be in a specific format. Please see the following for the CSV requirements:

The .csv file must include the following columns:

• email: Requestor email
• manager_email: Approver email
• max_threshold: Amount
  For non-direct reports, the maximum amount a purchase request can be for the manager to be assigned.
• approval_threshold: Amount
  For non-direct reports, the amount a purchase request must be for the manager to be assigned for secondary, tertiary, etc. approvals to occur.
• auto_approval_threshold: Amount
  For direct reports, the maximum amount the requestor can get auto-approved for.

On this page you can also download our sample file above to better understand what your import file should look like. Please note that instructions are included in this file and should not be be included in the file you upload.

** The approver for the CEO must be left blank for the file to successfully upload.

 

Export rules

You can download your rules, by clicking export rules under 'Actions'