Important: The preferred method for creating a Concur Expense connection is to initiate it at the SAP Concur App Center. The instructions below are provided in the rare event that the connection is not automatically added to your account when you continue to sign in to integrator.io.
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.
The Create connection pane then asks you to name the new connection.
Be sure to provide a clear and distinguishable Name as soon as the connection is created. 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.
Click Next to configure the connection.
B. Supply required Concur account information
At this point, you’re presented with a series of options for providing Concur authentication.
Username (required): Enter the id= portion of the querystring shown when you began installing a Concur template. See the template installation FAQ #2 for further instructions. (Do not enter the Concur username in this field; the connection will not succeed with your regular account username and password.)
Password (required): Enter the requestToken= value in the querystring shown when you began installing a Concur template. (Do not enter the Concur password in this field; the connection will not succeed with your regular account username and password.)
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 the Generate token button to have integrator.io fill in an encrypted access token.
C. Edit advanced Concur settings
Before continuing, you have the opportunity to provide additional configuration information, if needed, for the Concur Expense connection.
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 pane
- 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.