Attendee Management/Customer Master Considerations

SAP Concur Expense Management System is typically synchronized with customer master that maintains attendee profiles.  This is because of the nature of CRM targeting, where only a subset of relevant targets are loaded into the CRM system.  Many times there are additional attendees who are not in the CRM system who need to be tracked for expense reporting purposes.

For each posting of an attendee to SAP Concur, SAP Concur will attempt to make a match to an existing Attendee in SAP Concur’s Customer Master based on External ID.  If a match cannot be made, a new Attendee will be created, and linked to the newly created Expense entry.