dzambo
Occasional Member - Level 2

Bulk upload Travel Arrangers

My company is new to Concur Travel.  What form do I use to bulk upload travel arrangers to individual profiles.  I do not see it on the Employee Import.  The closest is the Delegate tab, but don't think that will work. 

1 REPLY 1
cjmarimo
Super User
Super User

hello @dzambo 

 

You can use the User Information Upload template.

 

Information on how to do this can be found on the CTE Customer Portal website ("Contact Support").

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To access the website from within SAP Concur, you must have the "Authorized Support Contact" role assigned in your user profile.
If you are an administrator, you can assign it to yourself.

 

cjmarimo_1-1755512861966.png

 

I attach what the article says (link: Is there an import to add travel arrangers into multiple profiles?)

 

Article

000068538

Title

Is there an import to add travel arrangers into multiple profiles?

Summary

To mass update arrangers or assistants on multiple user profiles, one can use the User Information Upload template, which should be uploaded via the Import Data tool.

Question

We have travel admins who are hired to book travel for other employees. We need to get them added as arrangers in multiple user profiles. I would like to find out if any Import option is available to update arranger for many users in a single upload.

Answer

To add multiple arrangers/assistants to multiple users and perform a mass update, you can use a import file via our Import Data tool.

To download the excel import template file:

  1. Go to Administration > Travel > Travel Admin
  2. On the left side menu, select Import Data
  3. Click on Import formats samples
  4. Click Download on the Excel import template: user general information, travel preferences, frequent flyer programs, managers, travel arrangers and custom fields and advantage programs

The data for Travel Arranger needs to be filled in the Assistants and Travel Arrangers tab of the excel spreadsheet.


After you filled the necessary information, follow the steps below to upload the file:

  1. Go to Import Data
  2. Click Add Task
  3. Fill in the description and schedule as desired. Please note:
  • Mode should be set to Import
  • Import Type should be set to Assistants Arrangers from Excel
  • Example:

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  1. Click Save

 

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BR,

cj