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.