Concur Expense Professional - Export Full List of Users and associated field values

[Snell]

Hi, I've done a number of implementations and usually I import the users list from scratch by just downloading the template, updating it and reimporting.

Silly question, but I've never downloaded the users profiles into a similar spreadsheet, amended them, and then reloaded them back in.

Is there a way to do this ? the download template is usually blank. I have a customer with 1200 plus users and I need to update them all following a change to the employee user forms. Rather than taking 3-4 days doing it manually I'd like to achieve this in a few hours !

非常感谢

Craig.

[rohanpatil]

Hi Craig,@Snell

Not sure if you have Concur Intelligence. When I needed to do this, I get a report created with required data and then use this to populate the template.

Note: Some fields in the report output may have description instead of code required for the upload. Takes a bit of time first time around. However once you get a hang of it, it takes hardly any time.

Best regards,
Rohan

[Snell]

Thanks Rohan, good idea.

@KevinD, do you have any suggestions ?

[KevinD]

@SnellI would agree with@rohanpatil. Cognos is the only way to get a full list of users into a spreadsheet. Our professional sites do not populate the import template when you open the template.

I'm curious...for this customer with 1200 plus users, did you use the import template to create these profiles or did someone else create the profiles?