Exploring Templates

Objective

After completing this lesson, you will be able to explore and analyze the Sample Import Templates in Concur Travel.

Import Tool Data Formats

Once you select Import Data, the Manage Import Tool Tasks page appears. From here, you can access all available import templates.

To access the templates, select Import formats samples.

Screenshot of the Manage Import Tool Tasks page under Company Admin:The button labeled Import formats samples is selected , and the left sidebar displays navigation options.

After you select Import format samples, the Import Tool Data Formats page appears. You import data using excel spreadsheets saved as XML. There are several templates available to import different types of data.

To access a template, simply select the Download link for the appropriate template.

SAP Concur Import Tool Data Formats page with a header and description explaining how importing users helps with company administration. There are multiple blue Download links for Excel and CSV import templates, each describing a specific data type such as user general information, credit cards, company locations, user group membership, login update, field drop down values, org units, unused tickets, government user data, centrally billed accounts and more

Review the following graphic and corresponding table to learn more about the different import templates and their data types.

Template Name	Description
General User Information	Create logins, add information to user profiles, or deactivate profiles in bulk.
Credit Cards	Add, delete, or update user credit card.
Company Locations	Add, delete, or update company locations.
Group Memberships	Add or removes users from Company Groups.
System Settings	Update user’s system settings.
User Login Update	Renames user logins.
Profile Sync Queue	Send profile information to/from Concur and GDS.
Custom Field Drop Down Values	Create or updates values to custom fields
Travel Profile Sync Last Update	Set or clear profile last updated date.
Org Units	Create or update org unit name.
Unused Tickets	Add or delete unused tickets.
Regional Hotel Rates	Create, update, or delete regional hotel rates.
Government User Data Import	Add, update, terminate, or reactivate a profile in Concur Government Edition (CGE).
Government User Data for Credit Card Tokens	Tokenize credit cards (IBA and CBA) for users in Concur Government Edition (CGE).
CBAs to Org Units	Assign a CBA to one or more org units.
Centrally Billed Accounts	Add, update, or delete centrally billed accounts (CBAs) in Concur Government Edition (CGE).

Considerations on Import Data

Do not change the names of the columns and worksheet tabs in the template or delete any columns, unless instructed to do so.
Each template has an instruction tab with information and examples of completing it, and many sections in the template will also allow you to remove data.
Data Import can use Excel spreadsheets saved as XML Spreadsheet (*.xml) data.

Summary

Open Import Data to reach Manage Import Tool Tasks and access import templates
Select Import formats samples to view and open all available data import templates
Import data using Excel saved as XML Spreadsheet (*.xml)
Do not rename tabs or columns, or delete columns, unless instructed
Use each template’s instruction tab to navigate a template better
Many template sections allow removing data when required

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