Understanding the Concur Expense (Best Practice & Enhanced) – Acumatica Quickstart integration templates

Two related Quickstart integration templates are available for automating data updates between SAP Concur and Acumatica. Choose the specific template for your Concur account level:

• Concur Expense (Best Practice) – Acumatica
• Concur Expense (Enhanced) – Acumatica

The templates contain packaged integration flows that synchronize expense reports, users, and companies between your Concur and Acumatica accounts.

Companies often use different applications throughout the expense management process. In order to streamline expense reporting and accounting, they have to find an efficient way to update data between all of the different applications. Concur provides employees the tools they need to submit their expenses and invoices easily, but if they are not automatically captured in an ERP system such as Acumatica, there is still a lot of manual work that needs to be done on the accounting end.

These templates eliminate the overhead associated with dual-entry and maintenance between multiple systems. You can customize and enhance each of the integration flows according to your own requirements.

Key benefits

• Expedite your expense payments
• Ensure compliance with company policies
• Gain deep visibility into how funds are spent
• Make healthy business decisions with real-time visibility into data
• Minimize accounting errors

Features

• Comprehensive flows out-of-the-box – Streamline expense management by exporting SAP Concur expense reports into Acumatica
• Self-service with low maintenance – Built for both IT & end-users, take control of your integrations with Celigo iPaaS
• Intuitive setup without coding – Intuitive design that guides you through the process of setting up the integrations, without worrying about APIs or code
• Customizable and expandable – Data integration flows can be customized and expanded with Celigo iPaaS, without requiring technical resources
• Employees, Customers, and Departments – Automatically sync Employees, Customers, and Departments between Acumatica and SAP Concur Solutions to ensure your data is accurate

Supported integration flows

The Celigo quickstart bundle contains workflows that you can easily configure and deploy without coding or IT support. The following built-in flows sync from the specified source data to the corresponding destination.

Concur to Acumatica

Acumatica to Concur

Error handling

Most integrator.io error messages will clearly explain the error and suggest troubleshooting methods. If you are unsure of what the error means, contact Celigo support.

For errors passed through from Concur or Acumatica, see the respective endpoint documentation.