Importing Vendors

Objective

After completing this lesson, you will be able to manage and import vendor descriptions in Concur Invoice Professional Edition

Vendor Import File Overview

Vendors are added to the system in bulk using the vendor import template. Administrators can download the Excel vendor import template and upload the completed file.

To access the Import Vendors page, select Invoice > Vendor Manager. Then, on the Vendor Manage page, select the Import Vendors link.

SAP Concur screen shows navigation to Vendor Manager and Import Vendors with import history table.

Review the table below for some of the key fields in a vendor profile.

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

Review the following steps to learn how to import vendors.

Steps

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

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

    Excel sheet with columns for Vendor Code, Vendor Name, Tax ID, Default Employee ID, Default Expense Type Name, Address Import Sync ID, Address Accounting Code, and Delete Vendor.

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

    Import Vendors page showing file selection area for importing and a table of vendor import history.

  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.

    Import Vendors page with vendor import history table listed at the bottom.

Result

The vendors are imported into Vendor Manager.

Summary

  • Use the vendor import template to add vendors in bulk to Concur Invoice, professional edition.
  • Access Import Vendors via Invoice > Vendor Manager > Import Vendors.
  • Populate key fields such as Vendor Code, Vendor Name, default employee, and default expense type.
  • Include key vendor details such as address codes, currency, country code, and contact information.
  • Upload the completed file, then review Vendor Import History and resolve rejected records in View Import Details.

Reference

TopicLink
Manage VendorsSAP Help Portal

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