User Import: Available Field Formats

FirstName

User first name

LastName

User last name

MiddleName

User middle name, or middle initial.

NOTE: The Middle Initial field is not supported with User Import. If that field is being used on the employee form, it should be replaced with the Middle Name field.

EmployeeID

Employee ID

NOTE: This field is required if the Expense User or Invoice User role is selected.

LoginID

Must contain "@"

User login ID

NOTE: The LoginID must be unique across all Concur products. If a LoginID is currently in use in any Concur product, it cannot be assigned again unless the original occurrence is changed. For example, assume that a LoginID was assigned in error. That LoginID can only be used again if an admin (either manually or via import) renames the original occurrence, allowing the LoginID to be used again.

Password

User's password. This field can be used to enter a password for a new user, but cannot be used to update an existing user’s password.

EmailPrimary

Must contain "@"

User email address

The following characters cannot be used as a value for this record:

% [ # ! * & ( ) ~ ` { ^ } \ | / ? > < , ; : " + = ]

Locale

xx_XX, Example: en_US

User's language locale

CtryCode

XX, Example: US

User country code

CtrySubCode

XX-XX, Example: US-WA, CA-BC

User country code and state or province

LedgerCode

20 character maximum

Must be a valid ledger.

If ledger is defined as a connected list field, then the ledger must be in the connected list data and in the ledger list in the application.

CrnCode

XXX, Example: USD, CAD

User currency code

CashAdvanceAccountCode

Varies based on configuration

User cash advance account code

IsActive

Y/N

Is user active?

CashAdvanceTotalBal

Decimal

Cash advance total balance

NOTE: This field cannot be used to add or update cash advance balances.

OrgUnit1-6

Varies based on configuration

User organizational units

Custom 1-20

Varies based on configuration

Employee form custom fields

NOTE: Best practice is to not allow personal, sensitive, or uniquely identifying information in custom fields.

ExpenseAuditRequired

ALW/NVR/REQ

Expense audit required?

ALW: Always required

REQ: Required conditionally

NVR: Never required

NOTE: This field is used by the Concur's audit service.

Manager

Employee ID of user's BI manager.

NOTE: This may be different from their expense approver. Use the EXPENSE_APPROVER field to set the user's approver.

IsNonEmployee

Y/N/Blank

Is the user an employee?

EXPENSE_USER

Y/N/Blank

Does this user have access to Expense?

EXPENSE_APPROVER

Y/N/Blank

Is this user an expense approver?

EXPENSE_PROCESSOR

Y/N/Blank

Is this user an expense processor?

TRAVEL_WIZARD_USER

Y/N/Blank

Does this user have access to Travel?

INVOICE_USER

Y/N/Blank

Does this user have access to Invoice?

INVOICE_APPROVER

Y/N/Blank

Is this user an invoice approver?

REQUEST_USER

Y/N/Blank

Is this user a Request (formerly Travel Request) user?

REQUEST_APPROVER

Y/N/Blank

Is this user a Request (formerly Travel Request) Approver?

RequestApprover

Employee ID of user's request approver

RequestApprover2

Employee ID of user's second request approver

ExpenseApprover

Employee ID of user's expense approver

InvoiceApprover

Employee ID of user's invoice approver

BankRoutingNumber

Y = if US, CAD, Australia, New Zealand, Hong Kong, China, Japan, Singapore, Switzerland = Euro, Sweden or EUR

N = Mexico, Switzerland = CHF

GBP: Y if you are importing Sort Code (6 numeric) and local Account Number (8 numeric). N if you are importing IBAN.

11 characters maximum with the following guidelines:

USD: 9 numeric character routing number

AUS: 6 numeric character BSB code CAD: 9 numeric characters, comprised of a leading 0, the 3-digit Institution #, and the 5-digit Branch number

EUR: 8 or 11 character SWIFT code

HK: 3-digit bank code + 3-digit branch code = routing number

IN: 11-character IFSC code

JP: 4 digit bank number + 3 digit branch number = routing number

NZ: 2-digit bank number + 4-digit Branch number

SING: 4-digit bank code + 3-digit branch code.

Bank number for user's bank account

BankAccountNumber

IN: 1 to 34 character account number

JP: 7 numeric character account

EUR: IBAN (International Bank Account Number), length varies by country. First two characters are ISO country code of the country in which the user has their bank account.

MX: CLABE is account number

NZ: 7 numeric character account number + 2- or 3-digit suffix number

GBP: 8 numeric local account number, or 22 character IBAN.

User's bank account number

For UK (GBP): There are two options for importing banking for employees in the UK who are reimbursed in GBP: Sort Code and Account Number, or IBAN.

If you are importing Sort Code and local Account Number, the 6-digit Sort Code should be added in BankRoutingNumber field. The employees local 8-digit Account Number should be added in BankAccountNumber field.

If you are importing IBAN for employees in the UK who are reimbursed in GBP, there is no requirement to add their SWIFT code in BankRoutingNumber field; only the 22-character IBAN is required in BankAccountNumber field.

BankAccountType

CH/SA

Type of bank account

CH: Checking

SA: Savings

NOTE: This column is only required for US and JP accounts. All other accounts can leave this column blank.

BankAccountCrnCode

XXX, Example: USD, CAD, MXN

Currency code for bank account

BankAccountIsActive

Y/N

Is bank account active?

BankAccountCtryCode

XX, Examples: CA, GB, or US for Canada, United Kingdom, and United States

The two-letter, ISO Country Code where the employee’s bank is located.

BankAccountBranchName

Blank for CA and US; required for AUS, HK, JP, MX, NZ, UK, Singapore, Sweden, Switzerland and SEPA countries. 48 char max.

Name of the employee’s bank.

BankAccountBranchLocation

Blank for CA and US; required for AUS, HK, JP, MX, NZ, UK, Singapore, Sweden, Switzerland and SEPA countries. 30 char max.

The branch identifier for the bank that the account was opened at. Can be a town, neighborhood or other identifier.

BankAccountName

Blank for CA and US; required for AUS, HK, JP, MX, NZ, UK, Singapore, Sweden, Switzerland and SEPA countries. 48 char max.

The name that appears on the account. Typically, the employees name.

BankAccountAddress1

Blank for CA and US; required for AUS, HK, MX, NZ, Singapore, Sweden, Switzerland, UK, and SEPA countries. 48 char max.

Postal address provided to the bank for this bank account.

BankAccountAddress2

Blank for CA and US; optional for AUS, HK, MX, NZ, UK, Singapore, Sweden, Switzerland, and SEPA countries. 48 char max.

Postal address provided to the bank for this bank account.

BankAccountCity

Blank for CA and US; required for AUS, HK, MX, NZ, UK, Singapore, Sweden, Switzerland, and SEPA countries. 24 char max.

Postal address provided to the bank for this bank account.

BankAccountRegion

Required for MX and HK, blank for CA, US and Singapore; optional for UK, SEPA countries, Switzerland and Sweden, Australia, New Zealand, 24 char max.

Postal address provided to the bank for this bank account.

BankAccountPostalCode

Blank for CA, US and Hong Kong, China; required for AUS, MX, NZ, UK, Singapore, Switzerland, Sweden, and SEPA countries. 20 char max.

Postal address provided to the bank for this bank account.

CardNameOnCard

Name on user's company card

CardPaymentTypeName

Varies depending on configuration

Payment type for company card

CardAccountNumber

Company card number

CardEffectiveDate

The date that the card was assigned to the user in Concur. Concur will only display card transactions to the user if they occur after the card effective date.

CardClearingAccountCode

Clearing account code for company card

CardType

The type of credit card.

ExpirationDate

YYYYMMDD

The card expiration date, as it appears on the card. When the card does not specify a day value, use the last day of the month.

BillingAddress

The card’s billing address line one.

BillingCity

The card’s billing address city.

BillingState

The card’s billing address state.

BillingPostalCode

The card’s billing address postal code.

BillingCountryCode

The card’s billing address country code.

CardProgramType

CardProgramCountry

CardProgramIssuer

CardProgramName

SyncAccountToTravel

PrefixName

60 characters

Must contain these exact values (Lord, Lady, Sir, Mr., Miss, Ms., Mrs., Dr., Rev.)

SuffixName

60 characters

Must contain these exact values (Jr., Sr., I, II, III, IV, V)

NickName

60 characters

Informal, non-birth name employee is known as.

Gender

M or F - 1 character

M = Male

F = Female

BirthDate

10 character maximum

Must match format "YYYYMMDD".

TravelManagerID

128 characters

Employee ID of the Travel Approver

Must match an existing employee in the travel database.

JobTitle

255 characters

WorkPhoneNumber

60 characters

Value will be moved to Travel as formatted in the file

WorkPhoneExtension

60 characters

Value will be moved to Travel as formatted in the file

FaxNumber

60 characters

Value will be moved to Travel as formatted in the file

CellPhoneNumber

60 characters

Value will be moved to Travel as formatted in the file

HomePhoneNumber

60 characters

Value will be moved to Travel as formatted in the file

PageNumber

60 characters

Value will be moved to Travel as formatted in the file

TravelNameRemark

30 characters

RuleClass

60 characters

Value must exactly match Travel Class name maintained in Travel (Default Travel Class will be set for new accounts if no value is provided)

GDSProfileName

60 characters

The name of the profile in the GDS system. This value associates a Concur Travel profile to the GDS profile.

OrgUnit

60 characters

Value must exactly match an Org Unit/Division value setup for the company

HomeStreet

255 characters

HomeCity

30 characters

HomeState

30 characters

HomePostalCode

20 characters

HomeCountry

2 characters

Must be a valid country code

WorkStreet

255 characters

WorkCity

30 characters

WorkState

30 characters

WorkPostalCode

20 characters

WorkCountry

2 characters

Must be a valid country code

Email2

255 characters

The following characters cannot be used as a value for this record:

% [ # ! * & ( ) ~ ` { ^ } \ | / ? > < , ; : " + = ]

Email3

255 characters

The following characters cannot be used as a value for this record:

% [ # ! * & ( ) ~ ` { - ^ } \ | / ? > < , ; : " + = ]

XMLProfileSynchID

64 characters

The unique, client-assigned Travel user identifier that allows the user profile to be synchronized with other vendors.

IMPORTANT: The following characters cannot be used as a value for this record:

% [ # ! * & ( ) ~ ` { - ^ } \ | / ? > < , ; : " + = ]

NOTE: This field is for updates only. Blanks and spaces intended to remove existing data are ignored as values during import. This means that it is not possible to bulk delete this data for many users with a single import file.

ProfileUser

Y or N

Allows access to Travel and allows profiles to be saved to the GDX or external XML synchronizing tooks, but user cannot book trips through the Travel Wizard.

AmadeusUser

Y or N

Indicates if the user can have trips imported from AeTM.

This data is populated by using Travel Custom fields to import the following information:

• Community ID

• Login ID

Travel Custom Fields 1-50

Varies based on configuration

Custom fields configured in Travel appear here. The formats vary depending on configuration.

NOTE: Best practice is to not allow personal, sensitive, or uniquely identifying information in custom fields.

OpenBookingUser

Y or N

Allows user to use the Open Booking feature if their company has activated this product feature.

PurchaseRequest_User

Y or N

Is this user a purchase request user?

PurchaseRequest_Approver

Y or N

Is this user a purchase request approver?

Purch_Approver_Emp_ID

This is the employee ID of the purchase approver.

NewLoginID

Must contain "@"

Use to change an existing login ID in the system.

Central_Receiver

Y or N

Is this user a central receiver? This user can add, edit, and delete receipts and receipt images.

Receipt_User

Y or N

Is this user a receipt user? This user can enter, update, and delete receipt data for their own purchase orders.

English (Australia)

en_AU

English (Canada)

en_CA

English (United Kingdom)

en_GB

English (Ireland)

en_IE

English (India)

en_IN

English (New Zealand)

en_NZ

English (United States)

en_US

English (South Africa)

en_ZA

Bulgarian (Bulgaria)

bg_BG

Chinese (China)

zh_CN

Chinese (Hong Kong, China)

zh_HK

Chinese (Taiwan, China)

zh_TW

Croatian (Croatia)

hr_HR

Czech (Czech Republic)

cs_CZ

Danish (Denmark)

da_DK

Dutch (Belgium)

nl_BE

Dutch (Netherlands)

nl_NL

Finnish (Finland)

fi_FI

French (Belgium)

fr_BE

French (Canada)

fr_CA

French (France)

fr_FR

French (Luxembourg)

fr_LU

French (Switzerland)

fr_CH

German (Austria)

de_AT

German (Germany)

de_DE

German (Luxembourg)

de_LU

German (Switzerland)

de_CH

Hungarian (Hungary)

hu_HU

Indonesian (Indonesia)

id_ID

Italian (Italy)

it_IT

Italian (Switzerland)

it_CH

Japanese (Japan)

ja_JP

Korean (North Korea)

ko_KP

Korean (South Korea)

ko_KR

Norwegian (Norway)

no_NO

Polish (Poland)

pl_PL

Portuguese (Brazil)

pt_BR

Romanian (Romania)

ro_RO

Russian (Russian Federation)

ru_RU

Slovak (Slovakia)

sk_SK

Spanish (Argentina)

es_AR

Spanish (Bolivia)

es_BO

Spanish (Chile)

es_CL

Spanish (Colombia)

es_CO

Spanish (Costa Rica)

es_CR

Spanish (Dominican Republic)

es_DO

Spanish (Ecuador)

es_EC

Spanish (El Salvador)

es_SV

Spanish (Guatemala)

es_GT

Spanish (Honduras)

es_HN

Spanish (Mexico)

es_MX

Spanish (Nicaragua)

es_NI

Spanish (Panama)

es_PA

Spanish (Paraguay)

es_PY

Spanish (Peru)

es_PE

Spanish (Puerto Rico)

es_PR

Spanish (Spain)

es_ES

Spanish (Uruguay)

es_UY

Spanish (Venezuela)

es_VE

Swedish (Sweden)

sv_SE

Thai (Thailand)

th_TH

Turkish (Turkey)

tr_TR