Standard Import fields

[elainefoo]

For this, is there any column for policy name?

[samasuraj]

Hi @elainefoo 

Topic: Standard Import fields

Please check the below. Hope this helps.

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SAP Concur Standard Edition:

The Employee/User Import supports an Expense Policy Group field, rather than a generic Policy Name field.

Administration → Expense → Policy Groups (under Product Settings).

1.  Expense Policy Group: Assigns employees to the appropriate expense policy group.

2.  Value: Use the configured Policy Group Code, not the display name.

SAP documentation confirms this field is available in the relevant Standard Edition user import.

Thanks & Regards

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Samantha Prathikantam

SF_EC & ECP / SAP Concur Consultant

[KevinD]

@samasuraj this person is actually on our Professional edition, not the Standard edition. 🙂

[samasuraj]

Hi  @KevinD 

Oh, ok. Thank You for letting me know. 🙂

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Hi  @elainefoo 

Topic: Standard Import fields

Please check the below. Hope this helps.

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In SAP Concur Professional Edition, the Standard Employee Import does not have a generic Policy Name column.

Policy assignment is generally controlled through the Employee's Expense Group, which is associated with the applicable expense policy.

Please verify the supported group-assignment field in your specific import template.

Thanks & Regards

--

Samantha Prathikantam

SF_EC & ECP / SAP Concur Consultant

[KevinD]

@elainefoo which import template are you using? 

[elainefoo]

List Import_OT_Co Hierarchy