Install a Concur Expense (Best Practice & Enhanced) – Acumatica Quickstart integration template

Contents

• Overview: Understanding the Concur Expense (Best Practice & Enhanced) – Acumatica integration templates
•  Install the Concur Expense (Best Practice & Enhanced) – Acumatica integration templates
  • Before you install
    • A. Create your Celigo iPaaS account
    • B. Sign in to your Concur account
  • Install a Concur Expense – Acumatica template
  • Set up the connections and integrate with Acumatica
    • Step 1. Connect to Concur
    • Step 2. Connect to Acumatica
  • Install the bundle containing custom Acumatica endpoint fields
    • Install the custom Department record
    • Create an Acumatica custom endpoint connection
  • Get started with the Quickstart template
• Configure and run flows in the Concur Expense (Best Practice & Enhanced) – Acumatica integration templates

You can install either of the Concur Expense – Acumatica Quickstart templates, Best Practice or Enhanced, from the integrator.io Marketplace.  

Before you install

A. Create your Celigo iPaaS account

Sign up for an integrator.io account with administrative access.

B. Sign in to your Concur account

Follow the instructions in Initiate template installation from the SAP Concur App Center, before proceeding to install the template in your integrator.io account.

Install a Concur Expense – Acumatica template

1. From the SAP Concur Expense Marketplace options, select an Acumatica template and click Install.

2. Review the template’s contents and click Install now to begin.

Set up the connections and integrate with Acumatica

Next, you’re presented with setup options for Concur and Acumatica.

Example template installer: Concur Expense (Best Practice) – Acumatica

Step 1. Connect to Concur

Click to Configure the standard or professional Concur Expense connection.

After you have successfully initiated this template installation, as described above in Initiate template installation from the SAP Concur App Center, a working connection to your Concur account was already created for you. In this case, choose Use existing connection and select the correct connection for the template you chose:

• Best Practice: Concur Connect-EU-377-Celigo (Std) expense
• Enhanced: Concur Connect-377-Celigo (Pro) expense

If you received an error while transferring from the Concur App Center and the connection is not available, instead create the connection manually during the installation, as follows:

1. Click Set up new connection.
2. Provide the Username and Password passed from Concur to integrator.io (see Question 2 in the template troubleshooting FAQs).
3. Click Generate token.
4. Test and save the connection.

Step 2. Connect to Acumatica

Click to Configure the Acumatica connection. Next, provide your Acumatica account credentials for basic authentication or token-type.

Install the bundle containing custom Acumatica endpoint fields

Lists/Departments are custom endpoints in Acumatica, which Celigo has made easier for you to add by packaging them in an XML file. Follow the procedure below to prepare your Acumatica account for the optional integration flows Concur lists to Acumatica departments and Acumatica departments to Concur list items:

1. Sign in to your account and navigate to the Web Service Endpoints page:

2. Click the + button to add a new endpoint. Acumatica will then prompt you for the endpoint’s properties.
3. Enter an Endpoint name, such as “Sub_Entity,” and select a value for Endpoint version.

4. Click + Insert to create an entity with an object name and screen ID. Click OK.

5. In your new endpoint, click the Fields tab to open it.

6. Click Populate and select the related object. Click OK to save your selection.

7. Finally, save the new endpoint.

Install the custom Department record

1. Download the Celigo .zip file that contains the record definition.
2. In Acumatica, go to Customization projects > Import > Import new project.
3. Upload the .zip file.
4. Click Publish.

Create an Acumatica custom endpoint connection

See Set up a cookie-based HTTP connection to Acumatica for instructions on building the type of connection necessary for a Departments import.

The built-in Acumatica connection that you created or selected when installing this template will not work for the custom Acumatica endpoint.

For the Application details > Base URI setting in the connection, provide the URL in the following format:

http://try.acumatica.com/isv/entity/<endpoint-name>/<API-version> 

where...

• <endpoint-name> is the name of the endpoint created above
• <API version> is the version you specified for it

Get started with the quickstart template

Now that you’ve installed this quickstart template in your integrator.io account, understand how to configure and run your flows:

• To familiarize yourself with the integration tile, refer to Understand how to use your integration tile
• To know more about how to schedule or run a flow, refer to Schedule data flows
• To know how to use the flow-dashboard, refer to Understand your dashboards
• To understand template management, refer to Delete or restore a Quickstart integration template