Importing Attendees

Objective

After completing this lesson, you will be able to import attendees using the import template.

Attendee Import Template Overview

You can use the Attendee Import feature to initiate, edit, and upload attendees in bulk by manually uploading a populated import file.

To activate this feature, an administrator must have either the Concur Expense Configuration Administrator (Restricted) role or the unrestricted Concur Expense Configuration Administrator role assigned.

The image displays the Excel Templates for Attendee Import page in Expense Admin. It shows Attendee Import Templates with a Select Language dropdown set to English. Links include Generate Base Template, Upload Template, and View Templates.

Import Attendees Using the Import Template

To import attendees using the attendee import template:

Steps

From the Attendee Import Templates page, select the desired language and then select Generate Base Template.
Take the necessary steps (depending on browser) to save the template to your local computer. IMPORTANT: The generated base template file is an Excel 97-2003 Workbook (*.xls file format). Please ensure that this format is maintained, and the template uploaded for your company to use is in this same file format.
Enter the required attendee details and save the file.
On the Attendee Import Templates page, select Upload Template.
Select Choose File, locate the saved template , and then select Upload Template.

Summary

Import attendees in bulk using a populated import file.
Requires Concur Expense Configuration Administrator (Restricted or Unrestricted) role to perform imports.
Generate the template, save it and populate it.
Upload the completed template via the Attendee Import Templates page.
Maintain the *.xls format for successful upload.

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