Importing Employee List for Attendees

[kricchetti]

I'm trying to use the Concur expense import file but there is no "Employee" option in the expense type. Leaving it blank will not allow the names to import, but if I use "Business Guest" I get an error that this attendee type does not match the expense type. Is there a way to bulk import employees when you have their name and SID?

[KevinD · Accepted solution]

@kricchetti if you use the Advanced Search option from the Attendees section, you can find any other employee. The reason you cannot import fellow employees is because they already exist in the system. From the Advanced Search screen change the Attendee Type to Employee. Then to return all users with profiles, type % in the last name field, then click Search. This will return everyone with a profile. In the results section you can select multiple colleagues to add as attendees. Give this a try and see if it works for you. 

[Westpl]

Hey there! I got the same problem.  However, I am importing 40 names who are Employees. I understand your explanation.  Your solution using Advanced Search brings up a population of over 5000.  Is there any other solution, such as Bulk Edit?  This is seems to be a significant limitation when it comes to Employees.  Please advise.

[KevinD]

@Westpl I understand your situation, but I believe the initial intent of the Advanced Search was more for smaller team events. There isn't any sort of bulk edit so the first time you are selecting an employee, you must use the Advanced Search to find each one. Once they have been added to one of your reports, they are saved in your favorites for future use. That way you will not see all 5000, but just previously added colleagues.

[travelexpexpert]

Hey, 

Can I ask how you add the Import tab (Enable the attendee import feature) to the NextGen UI Attendee pop-up form? 

I've searched high and low and can find decent guidance on importing an attendee list etc. but not how to enable the import feature for all users. 

[KevinD]

@travelexpexpert you would need to go to Administration>Expense Admin>Attendee Import Template. You need to Generate Base Template, then Upload Template. I believe that will activate the Attendee Import option on expense reports.

[travelexpexpert]

Super, thanks that do seem to do the trick.