Importing Vendors

Objective

After completing this lesson, you will be able to manage and import vendor descriptions.

Vendor Import File Overview

Customers can download the Excel vendor import template and upload the completed file. To access the Import Vendors page, select Invoice > Vendor Manager > Import Vendors. Below are some of the key fields available in a vendor profile.

Key Vendor Profile Fields

Vendor FieldDescription
Vendor CodeUnique identifier. For any given Vendor Code, there is one Vendor Name.
Vendor NameThe name of the vendor.
Default Employee IDDefault employee associated with a vendor (default Invoice Owner).
Default Expense Type NameDefault Expense Type associated with a vendor.
Address Import Sync IDFor Unapproved vendors only.
Address Accounting CodeUnique address code for a specific Vendor Code. One Vendor can have multiple addresses.
CurrencyReimbursement currency for a vendor.
CountryISO 2-character country code.
Account NumberBuyer's account number as provided by the vendor to the buyer for identification purposes.
PO Contact EmailEmail address for transmitting purchase orders.
Vendor includes VAT in Unit PriceY/N, indicates if VAT is included in the Unit Price. By default, Unit Price does not include VAT.

Populate and Upload the Vendor Import File

To import vendors:

Steps

  1. On the Vendor Manager page, select Download Template.

    SAP Concur Vendor Manager page showing options to download a template, browse for a file, and import vendors, with a table below displaying vendor import history including date, status, user, file name, records processed, and records rejected.

  2. Complete and save the Excel template with the required information .

    Screenshot of a spreadsheet listing vendor data, including columns for Vendor Code, Vendor Name, Tax ID, Default Employee ID, Default Expense Type Name, Address Import Sync ID, Address Accounting Code, and Delete Vend. Example vendors include ABC Office Supplies, AirComm Ltd., and Blue Wave Services.

  3. Select Browse, search and select the completed vendor import file, and then select Import.

    SAP Concur Vendor Manager page with the Step 2: Select File to Import section highlighted, showing instructions to browse and import an Excel file for vendor upload; vendor import history is listed below.

  4. Review the import details in the Vendor Import History section. If the Status is not Success, or Records Rejected is not 0, select Actions > View Import Details to review the warning or error messages.

    SAP Concur Vendor Manager page with the Vendor Import History section highlighted, showing a table of previous vendor import attempts including date, status, user, file name, records processed, and records rejected.

Reference

For more detailed information, review the Concur Invoice: Vendor User Guide and On-Demand Vendor Import Specifications, found on the SAP Help Portal.

Learning

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