Important information for user upload (NEW-EN)

Important information for user upload

E-Mail*: The email address is the identifier in L&P, so every user needs an email address. This can only be assigned once and must not contain any special characters, spaces, or umlauts.

First name / Last name**: This information is used for travel bookings. No titles (e.g., Dr.) may be entered in the first name or last name fields. Titles can be entered later by the user during registration.

Creditor account: (Only if ERP integration is included in the contract): Please also add your employees' creditors. These can be processed for accounting purposes using ERP integration.

Role*: Please only use the specified roles from L&P! Select from the list of roles in the Roles spreadsheet or directly from the drop-down menu.

Manager Approval Email (= Travel Manager's email): Must be filled in if a pre-or post-approval process is used. IMPORTANT: To act as a Travel Manager, the user must have the role of Manager, Accountant or Administrator. You cannot select yourself as a Travel Manager. If there are multiple Travel Managers: List them with commas and no spaces. Example: john.doe@mail.com,jane.doe@mail.com

Invoice profile: If you have multiple invoice profiles and would like to store them for the employee → List them with commas and no spaces. Example: Sample Company,Sample Company

Travel policy group ID: Create travel policies in your L&P account via Settings & Policies → Manage Groups. Then copy the ID from the URL of the respective travel policy group and add it to the employee list.

Example:

Cost center: If you have marked cost centers as mandatory fields in your L&P account, at least one must be assigned here as well. Multiple cost centers can be specified. Cost centers that have not been created in advance in the L&P account are created when the list is uploaded to the account. These cost centers are transferred 1:1 to your L&P account (spelling errors are not checked).

Cost unit: (Only if included in the contract) Multiple cost units can be specified. Cost units that have not been created in advance in the L&P account are created when the list is uploaded to the account. These cost units are transferred 1:1 to your L&P account (spelling errors are not checked).