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Transfer Data from Excel to SAP Concur

This article explains how to transfer data from Excel to SAP Concur using the Excel Add-In for SAP Concur.

The CData Excel Add-In for SAP Concur enables you to edit and save SAP Concur data directly from Excel. This article explains how to transfer data from Excel to SAP Concur. This technique is useful if you want to work on SAP Concur data in Excel and update changes, or if you have a whole spreadsheet you want to import into SAP Concur. In this example, you will use the Departments table; however, the same process will work for any table that can be retrieved by the CData Excel Add-In.

Establish a Connection

If you have not already done so, create a new SAP Concur connection by clicking From SAP Concur on the ribbon.

SAP Concur uses the OAuth 2 authentication standard. You will need to obtain the OAuthClientId and OAuthClientSecret by registering an app with SAP Concur. See the Getting Started section of the help documentation for an authentication guide.

Retrieve Data from SAP Concur

To insert data into SAP Concur, you will first need to retrieve data from the SAP Concur table you want to add to. This links the Excel spreadsheet to the SAP Concur table selected: After you retrieve data, any changes you make to the data are highlighted in red.

  1. Click the From SAP Concur button on the CData ribbon. The Data Selection wizard is displayed.
  2. In the Table or View menu, select the Departments table.
  3. In the Maximum Rows menu, select the number of rows you want to retrieve. If you want to insert rows, you need to retrieve only one row. The Query box will then display the SQL query that corresponds to your request.
  4. In the Sheet Name box, enter the name for the sheet that will be populated. By default the add-in will create a new sheet with the name of the table.

Insert Rows to SAP Concur

After retrieving data, you can add data from an existing spreadsheet in Excel.

  1. In a cell after the last row, enter a formula referencing the corresponding cell from the other spreadsheet; for example, =MyDepartmentsSheetInExcel!A1.
  2. After using a formula to reference the cells you want to add to SAP Concur, select the cells that you are inserting data into and drag the formula down as far as needed. The referenced values you want to add will be displayed on the Departments sheet.
  3. Highlight the rows you want to insert and click the Insert Rows button.

As each row is inserted, the Id value will appear in the Id column and the row's text will change to black, indicating that the record has been inserted.