Importing and Managing Lists Using the On-Demand Import​

Objective

After completing this lesson, you will be able to import custom list items in Concur Invoice Professional Edition

Import Custom List Items

You can import list data using Web Services (API), an Excel import, or a CSV import.

The Excel/CSV list import process has five steps:

  1. Download the list data spreadsheet.
  2. Populate the list data spreadsheet.
  3. Upload the list data spreadsheet.
  4. View the initial field validation results.
  5. View the import results.

Review the following steps to learn how to import list data using the On-Demand (Excel/CSV) import template.

Steps

  1. On the List Management page, select Import, read the instructions, and then download the spreadsheet template.

    The image displays a “List Management” screen with the Import button highlighted. It shows an arrow pointing to a “List Import” window with upload options and instructions. It highlights the section for downloading a list import template

  2. Populate the spreadsheet with the list details and save locally.

    The image displays a spreadsheet with columns for Delete, Name, and level codes. It lists several departments, including Administration, Human Resources, Executive, Sales, Marketing, Information Technology, Accounts Payable, Accounts Receivable, and Facilities. It shows “N” in the Delete column and numeric values in the Level 1 code column.

  3. On the List Management page again, choose a list from the Select a List Name drop-down menu, or select New List.

  4. Select Choose File, select the file from your local drive, and then select Upload Your Data.

    The image displays a “List Import” page with a file upload section highlighted at the bottom. It shows a Windows file picker window open to the Downloads folder with a spreadsheet file selected. It also shows buttons to choose a file and upload the data.

  5. On the Field Validation Results page, review the details of the validation to confirm that no errors occurred during the import process.

    The image displays a “List Import” page on the “Review Import Results” tab. It shows links to go back and a “Field Validation Results” section. It reports that 20 list items processed successfully and 0 items failed validation.

  6. If you received errors, you’ll need to view the import results. Select the Review Results tab, enter the appropriate import date, and then select Search. All imports on that date, the number of records processed, and the number of records rejected are displayed.

    The image displays a “List Import” page with the “Review Import Results” tab highlighted. It shows a date field and a Search button for finding import results. It lists two import files with their dates, status, records processed, records rejected, and a details link.

Result

The list items are imported. If needed, correct the spreadsheet, and then import the list again.

Summary

  • Import list data using Web Services, Excel import, or CSV import
  • Follow the template process: download, populate, upload, validate, and review results
  • Fix validation errors in the spreadsheet and re-import to complete the load
  • Review import results by date to confirm processed and rejected records

Reference

TopicLink
List Import ProcessSAP Help Portal

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