Concur Invoice Professional Edition Administration Help

Using the User Import Feature

Administrators can use the User Import page whenever they need to enter a large number of Travel/Expense/Request/Invoice users or need to update either banking or company card information for one or more employees. The link to the tool appears on the User Administration page.

Required Roles

This feature requires the User Administrator permission, and either the Role Administrator role (for Expense/Invoice/Request users) or Permission Administrator permission (for Travel users).

Choosing an Information Spreadsheet

There are several "Information" spreadsheets that can be used to import user data, user import information, credit card information and bank account information. The User Import Information spreadsheet includes the fields defined in the Default Employee Form, while the remaining two are each a subset, each used primarily to update company card or banking records for selected employees.

  • User Import Information: Contains all fields defined in the Default Employee Form

  • Credit Card Information: A company card subset of User Import, this import includes:

    • Credit Card Name On Card

    • Credit Card Payment Type Name

    • Card Account Number

    • Card Effective Date

    • Card Clearing Account Code

    • Card Type

    • Expiration Date

    • Billing Street Address

    • Billing City

    • Billing State

    • Billing Postal Code

    • Billing Country Code

    • Sync Account To Travel

      The following fields apply only to users of Concur Company Bill Statements:

    • Card Programme Type

    • Card Programme Country

    • Card Programme Issuer

    • Card Programme Name

  • Bank Account Information: A bank information subset of User Import, this import includes:

    • Bank Routing Number

    • Bank Account Number

    • Bank Account Currency Code

    • Bank Account Is Active

      The following fields may appear, if you are configured to use UK or SEPA bank accounts:

    • Bank Account Country Code

    • Bank Account Branch Name

    • Bank Account Branch Location

    • Bank Account Name on Account

    • Bank Account Address1

    • Bank Account Address2

    • Bank Account City

    • Bank Account Region

    • Bank Account Postal Code

      NOTE: Contact Concur Client Services if you would like to begin using UK or SEPA bank accounts.

Understanding the Employee Roles

The user data spreadsheet contains columns for the assignable employee roles. These columns are optional. If you do not use these columns, imported users are not provided with any role. If you choose to use these columns, the valid values are Y, N or blank.