Configure and run flows in the Concur Expense (Best Practice & Enhanced) – NetSuite Quickstart integration templates

Contents

• Overview: Understanding the Concur Expense (Best Practice & Enhanced) – NetSuite integration templates
• Install the Concur Expense (Best Practice & Enhanced) – NetSuite integration templates
•  Configure and run flows in the Concur Expense (Best Practice & Enhanced) – NetSuite integration templates
  • Concur company to NetSuite customer
  • Concur expense reports to NetSuite expense reports (Best Practice)
  • Concur expense reports to NetSuite expense reports (Enhanced)
  • Concur expense report images to NetSuite expense report images
  • Concur lists to NetSuite departments
    • What are Concur lists?
  • Concur users to NetSuite employees
  • NetSuite departments to Concur list items
  • NetSuite employees to Concur users

Additional record mapping or filter configuration is required to integrate the template’s exports and imports with your Concur and NetSuite apps.

Note that all of your flows are disabled when first installed. After configuring the flows, you may enable them in your Flows dashboard or in Flow Builder with the Off/On toggle button. then run or schedule each flow.

Concur company to NetSuite customer

This integration flow syncs a Concur company as a NetSuite customer.

Applies to

• Concur Expense (Enhanced) – NetSuite Quickstart integration template
• Concur Expense (Best Practice) – NetSuite Quickstart integration template

Flow details

• Export source: Concur
• Import destination: NetSuite

• Built-in export: Get Concur company – get a company from Concur
• Built-in import: Import NetSuite customer – add or update a customer into NetSuite with configured custom field as the lookup identifier

Setup instructions

1. Add subsidiary mapping to Import NetSuite customer.
2. Configure mapping for Individual and Address Book: Replace All Lines in Import NetSuite customer.

Concur expense reports to NetSuite expense reports (Best Practice)

This integration flow syncs Concur expense reports as NetSuite expense reports for Standard Concur accounts by payment batch.

Applies to

• Concur Expense (Best Practice) – NetSuite Quickstart integration template

Flow details

• Export source: Concur
• Import destination: NetSuite

• Built-in export: Get Concur payment batches – get all payment batches that are in open status from Concur
  • Built-in preSavePage hook: ConcurPaymentrequestextractpro.js – parse links to batch files
• Built-in import: Import Concur payment batch – close the payment batches of Concur
• Built-in lookup: Get Concur payment batch file – get all payment batch files from Concur
• Built-in import: Import NetSuite expense reports – add (or ignore) expense reports into NetSuite with Exp. Rept. # as the lookup identifier field

Before you begin

The NetSuite Employee FirstName and LastName and the Concur User FirstName and LastName should be the same.

Setup instructions

1. Configure static mapping for Category and Currency in Import NetSuite expense reports.
2. Add subsidiary mapping to Import NetSuite expense reports.
3. Configure the dynamic map for Employee (Name) in Import NetSuite expense reports.

Concur expense reports to NetSuite expense reports (Enhanced)

This integration flow syncs Concur expense reports as NetSuite expense reports for Professional Concur accounts by the Extract Method.

Applies to

• Concur Expense (Enhanced) – NetSuite Quickstart integration template

Flow details

• Export source: Concur
• Import destination: NetSuite

• Built-in export: Get Concur extract definition details – get Concur extract definition details for expense
  • Built-in preSavePage hook: ConcurExpenseReport.js – parse links to job files
• Built-in lookup: Get Concur extract files by job ID – get extract files from Concur
• Built-in import: Import NetSuite expense reports – add (or ignore) expense reports into NetSuite with Exp. Rept. # as the lookup identifier field

Before you begin

1. The NetSuite Employee FirstName and LastName and the Concur User FirstName and LastName should be the same.
2. Add the Definition ID field for the Expense to NetSuite.

Setup instructions

1. Configure static mapping for Category, Department, Location, and Currency in Import NetSuite expense reports.
2. Add subsidiary mapping to Import NetSuite expense reports.
3. Configure the dynamic map for Employee (InternalId) in Import NetSuite expense reports.

Concur expense report images to NetSuite expense report images

This integration flow stores concur expense report images into NetSuite as expense report images for Professional and Standard Concur accounts.

Applies to

• Concur Expense (Best Practice) – NetSuite Quickstart integration template
• Concur Expense (Enhanced) – NetSuite Quickstart integration template

Flow details

• Export source: Concur
• Import destination: NetSuite

• Built-in export: Get Concur expense reports – get all expense reports from Concur that have been created since this flow last ran
• Built-in lookup: Get Concur expense report details by report id – get expense report details from Concur by report id
• Built-in lookup: Get Concur expense report image by entry image id – get expense report images from Concur by entry image id
• Built-in file transfer (download): Get Concur expense report image by image url – get all expense report image from Concur by image url
• Built-in file transfer (upload): Import NetSuite images as File Cabinet – add images into NetSuite
• Built-in import: Import NetSuite images into expense reports – attach images into NetSuite expense reports

Before you begin

1. Expense reports should be the same in Concur and NetSuite.
2. The Concur expense report ID should be stored as a Exp.Rept# in NetSuite expense reports.

Setup instructions

1. Configure a dynamic map for Attach To Internal ID in Import NetSuite images into expense reports.
2. Configure mapping for Attached Record Type in Import NetSuite images into expense reports according to your Concur setup.

Concur lists to NetSuite departments

This integration flow syncs Concur lists as NetSuite departments.

Applies to

• Concur Expense (Enhanced) – NetSuite Quickstart integration template
• Concur Expense (Best Practice) – NetSuite Quickstart integration template

Flow details

• Export source: Concur
• Import destination: NetSuite

• Built-in export: Get Concur lists – get all lists from Concur
• Built-in lookup: Get concur list item by list ID – get a list item from Concur by list ID
• Built-in import: Import NetSuite departments – add or ignore departments into NetSuite with configured custom field as the lookup identifier

Setup instructions

Configure filter rules in Get Concur lists. (The record.value shown below represents the name of the list created in Concur; the department records are inside the Concur list.)

Concur users to NetSuite employees

This integration flow syncs Concur users as NetSuite employees.

Applies to

• Concur Expense (Enhanced) – NetSuite Quickstart integration template
• Concur Expense (Best Practice) – NetSuite Quickstart integration template

Flow details

• Export source: Concur
• Import destination: NetSuite

• Built-in export: Get Concur users – get all users from Concur
• Built-in import: Import NetSuite employees – add or update employees into NetSuite with configured custom field as the lookup identifier

Setup instructions

Add Subsidiary mapping in Import NetSuite employees.

NetSuite departments to Concur list items

This integration flow syncs NetSuite departments as Concur list items.

Applies to

• Concur Expense (Enhanced) – NetSuite Quickstart integration template
• Concur Expense (Best Practice) – NetSuite Quickstart integration template

Flow details

• Export source: NetSuite
• Import destination: Concur

• Built-in export: Get NetSuite departments – get all departments from NetSuite
• Built-in lookup: Get Concur lists – get all lists from Concur
• Built-in import: Import Concur list items (create) – add or ignore list items into Concur with id as the lookup identifier
• Built-in import: Import Concur list items (update) – update list items into Concur with id as the lookup identifier
• Built-in import: Import NetSuite departments – update departments into NetSuite with id as the lookup identifier

Setup instructions

Configure filter rules in Get Concur lists. (The record.value shown below represents the name of the list created in Concur; the department records are inside the Concur list. See What are Concur lists?, above.)

NetSuite employees to Concur users

This integration flow syncs NetSuite employees as Concur users.

Applies to

• Concur Expense (Enhanced) – NetSuite Quickstart integration template
• Concur Expense (Best Practice) – NetSuite Quickstart integration template

Flow details

• Export source: NetSuite
• Import destination: Concur

• Built-in export: Get NetSuite employees – get all employees from NetSuite that have been modified since this flow last ran
• Built-in import: Import Concur users – add or update users into Concur

Before you begin

The NetSuite department name should be the same as the Concur List item name.

Setup instructions

1. Configure mapping for FeedRecordNumber, Active, Password, LocaleName, LedgerCode, and LedgerKey in Import Concur users.
2. Configure static map for CtryCode in Import Concur users.