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Set up a connection to Concur Expense sandbox instance

Naga Sri Hari Gonaboyina
Updated

To set up a connection to a Concur Expense sandbox instance, retrieve the company UUID and request token by following these steps:

A. Retrieve your Concur Expense company UUID and request 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 performed again).

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B. Set up a Concur Expense sandbox 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.

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C. Provide required Concur Expense application details

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

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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.

Save and close: Click to test and save the connection and exit the Create connection panel.