Concur Import/ Merge

Profile creation/ Import

When implementing Concur there are several options to go about it depending on if the clients were already in Amadeus and (or) in Concur.

1. If the profiles were already in only Amadeus then you can:

2. If the profiles are in both in Concur and Amadeus then you can try to merge the profiles by:

Please note that the Concur Profile data will then be the same as that in Faces (Faces overwrites Concur). This second method should therefore be used only if:

•  

  • The data is Amadeus is more up to date than that in Concur

  • The data in Amadeus and Concur are the same

  • The credentials in Concur have been sent and you do not wish to create new profiles/ resend credentials

3. If the profiles are in both systems yet Concur is more up to date than Amadeus then it is best to 

•  

  • Create a new company profile in Faces 

  • Activate Amadeus and Concur then add the refresh token as well as the travel config id on the company profile

  • Synchronize profiles from Concur to Faces. This will cause new profiles to be created in Amadeus

  • Go into Amadeus and delete (deactivate) the old company profile as well as its travellers.
    
    

The usual tip, extract the traveller CSV again and verify the all data/information is complete and correct.  In case of any discrepancies, contact Umbrella Support for help asap before making any changes to any profiles.