How does the integration work when a company uses Concur Travel and/or Expense?

• Roster integration will be supported for both Concur Travel and/or Concur Expense customers.For travel-only organizations, there are a few limitations with roster sync: expense-specific attributes (such as country ISO2 codes, custom fields, and other expense-related employee attributes) will not be available for filtering. All core travel roster data will continue to sync seamlessly.
• However, e-receipts will not be sent since Concur Expense is not enabled.

Roster Sync & Employee Management

1. How many Uber for Business dashboards can be linked to Concur?

   • Only one instance of Concur can be connected to one Uber for Business account.
   • If a customer has multiple Uber for Business accounts, they will need corresponding Concur app accounts for each, and vice versa. Another option is to explore parent-level roster sync integration here.

2. How often does the employee roster update?

   • The initial sync is triggered immediately when Employee Sync is set up, though changes may take time to reflect based on the number of employees.
   • After the first sync, the Concur roster updates four times daily, approximately every six hours.

3. What’s new with Employee Roster Sync?

   Admins can now use Partial Roster Sync to pilot with a smaller set of employees and manage employee onboarding more flexibly. Instead of syncing all users at once, you can:

   • Sync a subset of employees using advanced filters such as country, department, or custom fields as available in your Concur roster
     • Combine multiple filters and values for precise control.
     • Preview how many employees will sync before confirming.
     • Sync now and invite later, keeping employees in a “Not Invited” status until you’re ready to send invitations. This gives admins greater control and flexibility over roster management, enabling smoother rollout across both standalone and parent organizations.

4. What filters can I use in Partial Roster Sync?

   • You can select up to three filters from your Concur roster to define which employees to sync. Some examples of commonly available filters include:
     • Country
     • Department
     • Email Domain
     • Employee Level
     • Custom Attributes (if configured in your Concur roster)
   • You can combine filters for precise targeting - for example, syncing only employees in US Sales or APAC Marketing.

5. What is the difference between “Sync only” and “Sync and invite”?

   • Sync only: Imports selected employees into Uber for Business without sending invitations. They remain in a “Not Invited” state and can be invited later from the People page.
   • Sync and invite: Imports employees and automatically sends invitations to join the Uber for Business dashboard.
   • This allows admins to review rosters or run pilot syncs before rolling out invites company-wide.

6. Do Groups and Policies work with Concur Employee Roster Sync?

   • Concur roster sync does not affect existing Groups and Policies.
   • New employees are added to a default group automatically.
   • To move users to custom groups:
     • Export the roster.
     • Update the group field.
     • Re-upload the updated file via the business dashboard.
   • Newly added employees will need to be manually assigned to their respective groups.

7. What happens if we enable the Concur Roster integration for an existing Uber for Business account?

   • The Concur employee roster will begin syncing with the Uber for Business account.
   • Roster Sync will only add new users to the account. Existing users will not receive duplicate invitations.
   • E-receipts for trips taken on the business profile will automatically flow into employees’ Concur expense accounts.

8. Can I use the Concur app without enabling Roster Sync?

   • Yes, the Concur app can function without Roster Sync.
   • After enabling e-receipt integration, you can manage the employee roster by uploading a custom list via:
     • CSV files
     • SFTP
     • SCIM

9. What happens if an employee’s details change in Concur?

   • If a synced employee’s details (e.g., name, department, or email) are updated in Concur, those changes will automatically reflect in Uber for Business during the next sync cycle.

10. What happens if an employee leaves the company?

• When an employee is removed from the Concur roster, they are automatically removed from Uber for Business during the next sync run. This ensures rosters remain current and compliant.

11. What permissions are required to enable the integration?

• To set up or manage the integration, you must have:
  • SAP Concur Admin permissions: Program Administrator, Authorized Support Contact, and Web Services Administrator.
  • Uber for Business Admin permissions: access to the organization dashboard and integration settings.

12. What should I do if employees fail to sync?

• If certain employees don’t appear after syncing:
  • Confirm that they’re included in your selected filters.
  • Ensure their Concur profiles contain mandatory fields (name, email).
  • Re-run sync after resolving missing data. If the issue persists, contact Uber for Business Support or Concur App Center Support.

13. How can I verify that the integration is working correctly?

• After setup:
  • Check the Integration card in the Uber for Business dashboard - it should show Enabled for both Receipt Forwarding and Roster Sync (if enabled)
  • Visit the People tab to confirm synced employees are visible and their statuses show as Active or Not Invited.

14. How does domain settings work in case of Concur partial sync?

• Ensure the required email domains are added in the domain list under invitation settings. Any employee with an email domain that does not belong to this list will not be synced from Concur to the Uber for business dashboard.

15. How can I control whether new people are automatically invited?

• You can turn Auto Invite ON or OFF at any time by going to Settings → Invitations in your Uber for Business dashboard. This lets you decide whether newly added people are invited automatically or only when you choose to send an invite manually.