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

Contents

• Overview: Understanding the Concur Invoice (Best Practice & Enhanced) – NetSuite integration templates
• Install the Concur Invoice (Best Practice & Enhanced) – NetSuite integration templates
•  Configure and run flows in the Concur Invoice (Best Practice & Enhanced) – NetSuite integration templates
  • Concur company to NetSuite customer
  • Concur invoices to NetSuite vendor bills (Best Practice)
  • Concur invoices to NetSuite vendor bills (Enhanced)
  • Concur invoice images to NetSuite vendor bill images
  • Concur purchase order receipts to NetSuite item receipts (Best Practice)
  • Concur purchase order receipts to NetSuite item receipts (Enhanced)
  • Concur lists to NetSuite departments
    • What are Concur lists?
  • Concur vendors to NetSuite vendors
  • NetSuite purchase orders to Concur purchase orders (Best Practice)
  • NetSuite purchase orders to Concur purchase orders (Enhanced)
  • NetSuite departments to Concur list items
  • NetSuite employees to Concur users
  • NetSuite vendors to Concur vendors

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 Invoice (Enhanced) – NetSuite Quickstart integration template
• Concur Invoice (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 invoices to NetSuite vendor bills (Best Practice)

This integration flow syncs Concur invoices with NetSuite as vendor bills for Standard Concur accounts.

Applies to

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

Flow details

• Export source: Concur
• Import destination: NetSuite

• Built-in export: Get Concur definition details – get definition details from Concur that have been modified since this flow last ran
  • Built-in preSavePage hook: ConcurPaymentRequest.js – parse links to job files
• Built-in lookup: Get Concur invoice details by job ID – get all invoice details from Concur
• Built-in import: Import NetSuite vendor bills – add (or ignore) vendor bills into NetSuite with Reference No. as the lookup identifier

Before you begin

1. The NetSuite vendor name and the Concur vendor name should be the same.
2. The NetSuite Expense Account Name and the Concur Expense Type should be the same.
3. The NetSuite Expense Account Number and the Concur Expense Type ID should be the same.
4. Add the Definition ID of your Invoice Definition to NetSuite.

Setup instructions

Configure static mapping for Location and Currency in Import NetSuite vendor bills.

Concur invoices to NetSuite vendor bills (Enhanced)

This integration flow syncs Concur invoices with NetSuite as vendor bills for Professional Concur accounts.

Applies to

• Concur Invoice (Enhanced) – NetSuite Quickstart integration template

Flow details

• Export source: Concur
• Import destination: NetSuite

• Built-in export: Get Concur definition job details – Get all job details from Concur that have been modified since this flow last ran
  
  • Built-in preSavePage hook: ConcurPaymentRequest.js – parse links to job files
• Built-in lookup: Get Concur invoice details by job ID – get all invoice details from Concur
• Built-in import: Import NetSuite vendor bills – add (or ignore) vendor bill into NetSuite with Reference No. as the lookup identifier

Before you begin

1. The NetSuite vendor name and the Concur vendor name should be the same.
2. The NetSuite Expense Account Name and the Concur Expense Type should be the same.
3. The NetSuite Expense Account Number and the Concur Expense Type ID should be the same.
4. Add the Definition ID of your Invoice Definition to NetSuite.

Setup instructions

Configure static mapping for Location in Import NetSuite vendor bills.

Concur invoice images to NetSuite vendor bill images

This integration flow adds Concur invoice images into NetSuite as vendor bill images for Professional and Standard Concur accounts.

Applies to

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

Flow details

• Export source: Concur
• Import destination: NetSuite

• Built-in export: Get NetSuite bills – get all bills from NetSuite that have been created since this flow last ran
• Built-in lookup: Get Concur invoice image by request id – get invoice image from Concur by request id
• Built-in file transfer (download): Get Concur invoice image by image url – get all invoice images 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 bills – attach images into NetSuite bills

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 Reference number in NetSuite expense reports.

Setup instructions

Configure mapping for Attached Record Type in Import NetSuite images into bills according to your Concur setup.

Concur purchase order receipts to NetSuite item receipts (Best Practice)

This integration flow adds Concur purchase order receipts into NetSuite as item receipts for Best Practice Concur accounts.

Applies to

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

Flow details

• Export source: Concur
• Import destination: NetSuite

• Built-in export: Get NetSuite purchase orders – get all purchase orders from NetSuite that are modified since the flow last ran
• Built-in export: Get Concur purchase order receipt by Purchase Order Number – get a purchase order receipt from Concur by Purchase Order Number
• Built-in import: Import NetSuite item receipts – add (or ignore) item receipts into NetSuite with configured custom field as the lookup identifier

Before you begin

Purchase orders in NetSuite and Purchase orders in concur should be the same. Concur purchase order number should be stored as a custom field in NetSuite purchase orders.

Setup instructions

1. Configure mapping for Items : Receive and Items : Location (InternalId) in Import NetSuite item receipts.
2. Configure a dynamic map for Items : Item (Field ID: itemname) in Import NetSuite item receipts.

Concur purchase order receipts to NetSuite item receipts (Enhanced)

This integration flow adds Concur purchase order receipts into NetSuite as item receipts for Enhanced Concur accounts.

Applies to

• Concur Invoice (Enhanced) – NetSuite Quickstart integration template

Flow details

• Export source: Concur
• Import destination: NetSuite

• Built-in export: Get NetSuite purchase orders – get all purchase orders from NetSuite that are modified since the flow last ran
• Built-in export: Get Concur purchase order receipt by Purchase Order Number – get a purchase order receipt from Concur by Purchase Order Number
• Built-in import: Import NetSuite item receipts – add (or ignore) item receipts into NetSuite with configured custom field as the lookup identifier

Before you begin

Purchase orders in NetSuite and Purchase orders in concur should be the same. Concur purchase order number should be stored as a custom field in NetSuite purchase orders.

Setup instructions

1. Configure mapping for Items : Receive and Items : Location (InternalId) in Import NetSuite item receipts.
2. Configure a dynamic map for Items : Item (Field ID: itemname) in Import NetSuite item receipts.

Concur lists to NetSuite departments

This integration flow syncs Concur lists as NetSuite departments.

Applies to

• Concur Invoice (Enhanced) – NetSuite Quickstart integration template
• Concur Invoice (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 vendors to NetSuite vendors

This integration flow syncs Concur vendors as NetSuite vendors.

Applies to

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

Flow details

• Export source: Concur
• Import destination: NetSuite

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

Setup instructions

1. Configure static map for Currency in Import NetSuite vendors.
2. Add subsidiary mapping in Import NetSuite vendors.
3. Configure mapping for Address Book: Replace All Lines and Individual in Import NetSuite vendors.

NetSuite purchase orders to Concur purchase orders (Best Practice)

This integration flow adds NetSuite purchase orders into Concur as purchase orders for Best Practice Concur accounts.

Applies to

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

Flow details

• Export source: NetSuite
• Import destination: Concur

• Built-in export: Get NetSuite purchase orders – get all purchase orders from NetSuite that have been modified since the flow last ran
• Built-in import: Import Concur purchase orders (Add) – add purchase orders into Concur
• Built-in import: Import Concur purchase orders (Update) – update purchase orders into Concur
• Built-in import: Import NetSuite purchase orders – update purchase orders into NetSuite with id as the lookup identifier

Before you begin

1. Address code and Vendor code of vendors in NetSuite and Concur should be the same.
2. Non-inventory Item for Purchase type in NetSuite and Expense Types in Concur should be the same.

Setup instructions

1. Configure static mapping for Currency in Import Concur purchase orders (Add) and Import Concur purchase orders (Update).
2. Configure mapping for Percentage and PolicyExternalID in Import Concur purchase orders (Add).

3. Configure mapping for Percentage and PolicyExternalID in Import Concur purchase orders (Update).

NetSuite purchase orders to Concur purchase orders (Enhanced)

This integration flow adds NetSuite purchase orders into Concur as purchase orders for Enhanced Concur accounts.

Applies to

• Concur Invoice (Enhanced) – NetSuite Quickstart integration template

Flow details

• Export source: NetSuite
• Import destination: Concur

• Built-in export: Get NetSuite purchase orders – get all purchase orders from NetSuite that have been modified since the flow last ran
• Built-in import: Import Concur purchase orders (Add) – add purchase orders into Concur
• Built-in import: Import Concur purchase orders (Update) – update purchase orders into Concur
• Built-in import: Import NetSuite purchase orders – update purchase orders into NetSuite with id as the lookup identifier

Before you begin

1. Address code and Vendor code of vendors in NetSuite and Concur should be the same.
2. Non-inventory Item for Purchase type in NetSuite and Expense Types in Concur should be the same.

Setup instructions

1. Configure static mapping for Currency in Import Concur purchase orders (Add) and Import Concur purchase orders (Update).
2. Configure mapping for Percentage and PolicyExternalID in Import Concur purchase orders (Add).

3. Configure mapping for Percentage and PolicyExternalID in Import Concur purchase orders (Update).

NetSuite departments to Concur list items

This integration flow syncs NetSuite departments as Concur list items.

Applies to

• Concur Invoice (Enhanced) – NetSuite Quickstart integration template
• Concur Invoice (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 Invoice (Enhanced) – NetSuite Quickstart integration template
• Concur Invoice (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 lookup: Get Concur Invoice user by email – get user from Concur Invoice using email as an identifier
• Built-in lookup: Import Concur Invoice user by email – Get user roles for existing user in Concur Invoice using user id as identifier
• 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 hard coded mapping for Active, Value, Type, Entitlements, and CompanyID in Import Concur users.
2. Configure static map for CtryCode in Import Concur users.

NetSuite vendors to Concur vendors

This integration flow syncs NetSuite vendors as Concur vendors.

Applies to

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

Flow details

• Export source: NetSuite
• Import destination: Concur

• Built-in export: Get NetSuite vendors – get all vendors from NetSuite that have been modified since this flow last ran
• Built-in import: Import Concur vendors – add or update vendors into Concur with the Vendor Code and Vendor Name as the lookup identifier in mapping

Before you begin

1. The NetSuite vendor name should be the same as the Concur vendor name.
2. Set Concurrency level to 1 for your connection, either
   Concur Connect-EU-377-Celigo (Std) invoice or
   Concur Connect-377-Celigo (Pro) invoice.

Setup instructions

Configure static map for Currency in Import Concur vendors.