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Dynamics 365 Community / Forums / Microsoft Dynamics SL (Archived) / Import excel or csv Co...
Microsoft Dynamics SL (Archived)

Import excel or csv Concur Invoice file into Voucher and Adjustment Entry

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Posted on by aesky8 90

I am looking for a sample data file in order to import documents into Voucher and Adjustment Entry? We are starting to use Concur Invoice and we would like to be able to import an excel or csv file into Voucher and Adjustment Entry? Has anyone done this before?

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  • Suggested answer
    Mark Fineman Profile Picture
    Mark Fineman 420 on at
    RE: Import excel or csv Concur Invoice file into Voucher and Adjustment Entry

    For Concur AP and T&E, solyspartners is a really good group to work with. Their SL import solution with an option to automate and schedule imports with email notifications is a huge time saver.  Concur files and pretty much any type of data that needs to be imported into SL without using TI.

  • A.Rob Profile Picture
    A.Rob 25 on at
    RE: Import excel or csv Concur Invoice file into Voucher and Adjustment Entry

    I don't think templates can be used easily... you really do need a more robust solution.

    I found the guy at Solys Partners (www.SolysPartners.com) very good at creating a custom import for Concur AP and Concur T&E.  

  • aesky8 Profile Picture
    aesky8 90 on at
    RE: Import excel or csv Concur Invoice file into Voucher and Adjustment Entry

    thanks. I was hoping someone out there had a template that they were using already.

  • Butch Adams Profile Picture
    Butch Adams 4,763 on at
    RE: Import excel or csv Concur Invoice file into Voucher and Adjustment Entry

    Check out the system manager pdf in the UserGuides folder if you installed them. Around page 80 is the format and description for the data files to use Transaction Import (TI)

  • aesky8 Profile Picture
    aesky8 90 on at
    RE: Import excel or csv Concur Invoice file into Voucher and Adjustment Entry

    I guess both. We can format our export file from Concur to match a standard SL vouch & adjustment file.  Anything you could share would be very helpful!

  • Community Member Profile Picture
    Community Member on at
    RE: Import excel or csv Concur Invoice file into Voucher and Adjustment Entry

    Are you looking for an import file specific for use with Concur, or the standard SL voucher import file?

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