Automate via identity provider (SCIM)

Automating employee sync with Uber for Business is an easy way of managing employees. This enables automatic employee addition or deletion based on their integration with your organization. If your organization uses Okta, OneLogin, or Azure AD as identity providers (IDP), System for Cross-domain Identity Management (SCIM) would be the best for employee roster sync.

SCIM allows you to automate employee management on your Uber for Business account instead of manually adding and removing employees. SCIM can help:

• Give all new employees access to Uber for Business. Once new employees are added to your organization’s system, they can begin onboarding.
• Automate deletion of employees no longer with your organization’s Uber for Business account.
• Sync a certain group of employees by using filters in your IDP.
• Automatically update employee profile information such as first name, last name, email, employee ID and phone number.
• Enable group provisioning. Groups can be created within the IDP Portal (OneLogin, Azure AD, and Okta) which will automatically reflect in your Uber for Business dashboard.

More details on the SCIM onboarding process are available here. Automating employee sync may require you to work with your IT team to help enable these processes with Uber’s system. If someone on your IT team is setting up data automation, they’ll need temporary admin access to complete this process.

If you need help, please contact support at business-api-support@uber.com.

Automate using SFTP

SFTP, or Secure File Transfer Protocol, is a network protocol that provides completely secure access, transfer, and management of data files programmatically.

Adding and removing employees and coordinators

SFTP eliminates the need to manually add and delete employees or coordinators as they join or leave your company by integrating with your current employee management systems, such as Workday, Active Directory, or your organization’s HR system.

To set up data automation:

1. Sign in to business.uber.com.
2. Select the profile icon in the top right and click Settings.
3. Go to Integrations.
4. Scroll down to Data automaton and click Set up data automation.
5. Follow instructions in the SFTP setup pop-up. Click get started to see detailed steps to send to your IT team.

Your organization can also provide an employee roster over SFTP. For more information on the SFTP process, visit our help page.

If your company uses SAP Concur, you can sync the roster without SFTP.

Automate via SAP Concur

Automating employee sync with Uber for Business through SAP Concur simplifies employee management. This integration eliminates the need for manual updates through these benefits:

• Real-time updates: The employee list will be updated in real time based on the employee list maintained in Concur.
• Sync frequency: The roster sync is updated four times a day, ensuring timely updates.
• Comprehensive Sync: All active employees will sync. Currently, there is no option to select a partial list of employees.

To set up Concur integration:

For detailed instructions on the integration set-up, please see the tech documentation. For patent-level concur integration, see this document.

This setup process will send an invitation to all employees listed in your Concur account. Employees who’ve not received an invitation previously will receive an email invite. Each time an employee is added or removed from your Concur account, they’ll be automatically added or removed from the Uber for Business account.

Expense codes

You can also set up SFTP data automation to automatically pull new expense codes from an enterprise software system (such as Oracle or Elite) instead of manually making changes. To learn more, see this article.