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Set up a connection to Concur Expense sandbox instance

SAP Concur simplifies travel, expense, and invoice management for total visibility and greater control.

SAP Concur documentation: API Guide, Authentication

Currently, Celigo integrator.io does not offer a prebuilt connector to the SAP Concur Expense sandbox instance. However, you can integrate with the token-based authentication.

A. Set up a Concur Expense connection

Start establishing a connection to Concur Expense in either of the following ways:

  • From the Resources menu, select Connections. Then, click + Create connection at the top right.
        – or –
  • While working in a new or existing integration, you can add an application to a flow simply by clicking Add source or Add destination.

In the resulting Application list, select Concur Expense.

ListE.png

The Create connection panel opens with the required and advanced settings.

B. Provide required Concur Expense application details

At this point, you’re presented with options for providing Concur Expense authentication.

Details.png

Name (required): Provide a clear and distinguishable name. Throughout integrator.io imports and exports, you will have the option to choose this new connection, and a unique identifier will prove helpful later when selecting among a list of connections that you’ve created.

Application (required, non-editable): A reminder of the app you’re editing. 

Username (required): Enter the Company UUID.

Password (required): Enter the Company request token.
Multiple layers of protection are in place, including AES 256 encryption, to keep your connection’s password safe. When editing this form later, you must enter this token again; it is stored only for a saved connection. 

Generate token (required): Click Generate token to have integrator.io fill in an encrypted access token.

  1. Sign in to your Concur  sandbox account.
  2. Navigate to Adminstration > Company > Authentication admin.
  3. Click OAuth 2.0 application management. The Application list page opens.
  4. Click + Create new app.
  5. Enter an App name and App description.
  6. Add Allowed grants (add at least refresh_token and password).
  7. Select the Scopes. For more information, see API reference.
  8. Click Submit. The App credentials page opens.
  9. Copy the Client ID and click Ok.
  10. Navigate to Authentication administration.
  11. Click Company request token.
  12. Paste the client ID in the App ID field and click Submit.
  13. Copy the Company UUID (Username).
  14. Copy the Company request token (Password). (The Company request token must be utilized within 24 hours; otherwise, the steps outlined in step 11 should be perfomed again).
CES.png

C. Edit advanced Concur Expense settings

Before continuing, you have the opportunity to provide additional configuration information, if needed, for the Concur Expense connection.

Save.png

Borrow concurrency from (optional): Select another connection from the list....

NOTE: Selecting another app changes form...

Concurrency level (optional): Up to 25 allowed....

D. Test the connection

Once you have configured the Concur Expense connection, you have a few options for continuing:

  • Save – click this button to test the connection, commit the new connection so that it will be available to all integrations for your account
  • Save & close – click to test and save the connection and exit the Create connection panel
  • Cancel – click to exit without saving any new changes
  • Test connection – click this button to verify that your new connection is free of errors

The new connection is now successfully added to your account. It will be applied to the current source or destination app, if you created it within a flow. Otherwise, you may proceed to register the connection with an integration.

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