Introducing Import Travel Arrangers

Objective

After completing this lesson, you will be able to access and explain the purpose of Import Travel Arrangers in Concur Travel.

Import Travel Arrangers Overview

Understanding Travel Arrangers in Concur Travel

Travel Arrangers are employees that are authorized to book travel and update Concur Travel profiles on behalf of other employees.

The Import Travel Arrangers feature allows administrators to efficiently assign travel arrangers by uploading user data from Excel or CSV files, streamlining the process of authorizing assistants to book travel for others. This tool is useful for organizations looking to manage travel arrangements at scale, ensuring that designated users can handle bookings efficiently.

Use the Import Travel Arrangers option to designate users as travel arrangers "in bulk." This feature imports an Excel spreadsheet or a comma-separate-value (CSV) text file to create the appropriate ties between user records, which then designates assistants who are authorized to book travel for another user.

Note

Between 9 AM – 5 PM (your local time), uploads are limited to 5MB or smaller. If you attempt to upload a file that is larger than that, a message appears. You can often reduce file sizes by changing file formats from .csv to Excel. If changing the format is not an option, you can upload larger files after business hours (9 AM – 5 PM your local time).

Accessing the Import Travel Arrangers Page

To access Import Travel Arrangers, select the link in the Company-Specific Configuration section of the left menu.

Screenshot shows the Import Travel Arrangers page. Main panel explains bulk designation of travel arrangers and lists steps: 1) choose a file, 2) click “Upload Arrangers List.” Controls shown: Choose File (No file chosen) and a blue “Upload Arrangers List” button. Links below to “Download Sample CSV” and “Download Sample Excel.” Left sidebar navigation includes Agency Setup, Company Travel Setup, and Company‑Specific Configuration, with “Import Travel Arrangers” link highlighted in yellow.

Summary

Travel Arrangers are authorized employees who book travel and update Concur Travel profiles for others
Assign arrangers in bulk by uploading Excel or CSV files that link assistants to traveler profiles
Streamline authorization and scale organizational travel management using the Import Travel Arrangers tool
Limit uploads to 5MB between 9 AM and 5 PM local time; convert CSV to Excel to reduce size
Upload larger files outside business hours if needed

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