Purpose
This article describes how to assign/add delegates to hosts automatically through a bulk .csv import, rather than making individual/manual assignments. You can review our other articles and watch our CSM Office Hours: Roles & Permissions video to learn more about delegates, in general.
Audience
This article is directed toward administrators with an expense and travel management account. It also applies to Commercial Rewards Card program administrators.
Overview
You can view delegate information on the Delegates page:
From the left navigation menu, select Company Settings > Employees > Delegates.
The hosts column is on the left, and the delegates column is on the right. The assignments are grouped by the hosts assigned to each delegate.
Prerequisites
In order to bulk upload host and delegate assignments, there are two prerequisites:
You need a .csv file of the assignments, and
Both the delegate and the host for each assignment must have activated their accounts.
To prepare a .csv file of your host and delegate assignments, download our .csv template (Figure 1), and add your host and delegate email addresses.
Figure 1. Delegate bulk import .csv template
Start inputting email addresses in row 2, and add one host email address in column 1 and one delegate email address in column 2 in each row, as shown in Figure 2. Only add one email address per cell.
Figure 2. Example completed .csv file with hosts and delegate email addresses added
Add extra rows as needed, and add all of your host and delegate assignments.
Note: In order to assign a delegate to a host, both users must have activated their accounts. Ensure that all email addresses you add to your .csv file belong to users that have active accounts.
Add hosts and delegates through a bulk .csv import
To add hosts and delegates through a bulk .csv import, take the following steps from the Delegates page:
Once you have created a .csv file of your host/delegate assignments (refer to the Prerequisites section of this article for more information on this), select Bulk Import from the top-right of the page (Figure 3).
Figure 3. Bulk Import button on the Delegates page
This brings up an Import Hosts & Delegates dialog (Figure 4).Figure 4. Import Hosts & Delegates dialog
Drag and drop your file into the Import Hosts & Delegates dialog, or select the file from your file explorer.
Select Import to confirm your file selection. This brings up a “File processing” informational message stating that we will inform you when the upload is complete. Select Okay to acknowledge the message and continue working while your file uploads.
When your upload is complete, we will send you a confirmation email to inform you of the successful upload. Your host/delegate assignments will then appear on the Delegates page (Figure 5 to view how the example .csv from Figure 2 uploaded to the Delegates page).
Figure 5. How the host and delegate assignments added in Figure 2 appear on the Delegates page
Switch to a delegate account
Once you have set up delegates individually or in bulk, hosts can switch to and from an account they are a delegate for.
Frequently asked questions
Need help?
For assistance, use the online chat feature. On the web, select the question mark at the top-right corner of the page and then Chat with Us. On the mobile app, open the menu and then select Chat with Us.
Publish date: March 17, 2022
Last update: March 11, 2026