Managing Corporate Discounts
Working with Travelfusion Credentials
Working with Non-GDS Hotels
Importing Travel Arrangers

Import Travel Arrangers

Objective

After completing this lesson, you will be able to import Travel Arrangers using the Travel Arrangers Template in Concur Travel.

Import Travel Arrangers

Let’s look at how to use the Import Travel Arrangers template.

Note

You can also use User General Information import template to upload Travel Arrangers into Concur Travel.

Steps

  1. On the Travel System Admin page, on the Import Travel Arrangers page, select Download Sample CSV or Download Sample Excel to access the sample spreadsheets.

    Screenshot shows the “Import Travel Arrangers page. Left sidebar navigation with “Import Travel Arrangers” selected. Main area shows instructions, a file chooser (“No file chosen”) and blue “Upload Arrangers List” button. Bottom highlighted in yellow links: “Download Sample CSV” and “Download Sample Excel.”

  2. Fill all the necessary information and then save the file.

    Screenshot shows an Excel spreadsheet template titled Assistants–Travel Arrangers. Blank grid with two header columns: Column A “Traveler Cliqbook Login ID” and Column B “Travel Arranger Cliqbook Login ID.” Remaining columns are empty. Status bar shows “Ready” and “Accessibility: Unavailable.”

  3. Select Choose File to choose a file to import, and then select Upload Arrangers List. Immediate results appear on-screen for review (usually within 20 seconds). An email is also sent to you with errors listed in red font.

    Screenshot shows the Import Travel Arrangers page with instructions for bulk upload. Highlighted section in yellow shows the file chooser labeled “Choose File (No file chosen)” and a blue “Upload Arrangers List” button. Below are links to “Download Sample CSV” and “Download Sample Excel.

    Note

    Since a login ID is unique across all sites, the company name is not required in this import. The import assumes that everyone on the list has a login ID already created on the customer site.

Summary

  • Download sample CSV or Excel from the Import Travel Arrangers page
  • Complete required fields in the template and save the file
  • Upload the file using Choose File, then select Upload Arrangers List
  • Review on-screen results within 20 seconds and error email; errors show in red
  • Company name not required; users must have existing login IDs
Learning

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