Concur Invoice Standard Edition Administration Help

Upload and Import

The supplier import template is uploaded using options on the Import Suppliers page.

To upload and import the template file:

  1. On the Import Suppliers page, click Browse.

  2. In the Open dialogue box, select the supplier template file you have populated and click Open.

  3. On the Import Suppliers page, click Import.

  4. The system processes the data and the Import Summary window appears with the results of the import, including:

    • Records Processed: The number of records processed by the system (the total amount)

    • Records Rejected: The number of records that the system could not import, resulting in rejection of the record

  5. Review the information and then click Close. You will have the chance to review the results displayed in this window in greater detail in the next step.