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

Contents

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

Additional record mapping or filter configuration is required to integrate the template’s exports and imports with your Concur and Acumatica 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 invoices to Acumatica bills (Best Practice)

This integration flow syncs Concur invoices into Acumatica as bills for Standard Concur accounts.

Applies to

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

Flow details

• Export source: Concur
• Import destination: Acumatica

• Built-in export: Get Concur definition extract details – get definition details from Concur that have been modified since this flow last ran
  • Built-in preSavePage hook: Concur payment requests.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 Acumatica bills – add bill into Acumatica

Before you begin

1. Expense Types in Concur and Inventory ID of Non-Stock Items in Acumatica should be the same.
2. Vendors in Concur and Acumatica should be the same.

Setup instructions

1. Add the Definition ID for your Invoice Definition.
2. Configure line-level mapping for Account.value, Subaccount.value, Project.value, and Branch.value in Import Acumatica bills.
3. Configure mapping for PostPeriod.value in Import Acumatica bills.
4. Configure a dynamic map for Vendor.value in Import Acumatica bills.

Concur invoices to Acumatica bills (Enhanced)

This integration flow syncs Concur invoices into Acumatica as bills for Professional Concur accounts.

Applies to

• Concur Invoice (Enhanced) – Acumatica Quickstart integration template

Flow details

• Export source: Concur
• Import destination: Acumatica

• 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: Processing concur request payment.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 Acumatica bills – add bills into Acumatica

Before you begin

1. Expense Types in Concur and Inventory ID of Non-Stock Items in Acumatica should be the same.
2. Vendors in Concur and Acumatica should be the same.

Setup instructions

1. Add the Definition ID for your Invoice Definition.
2. Configure line-level mapping for Account.value, Subaccount.value, Project.value, and Branch.value in Import Acumatica bills.
3. Configure mapping for PostPeriod.value in Import Acumatica bills.
4. Configure a dynamic map for Vendor.value in Import Acumatica bills.

Concur company to Acumatica customer

This integration flow syncs a Concur company as an Acumatica customer.

Applies to

• Concur Invoice (Enhanced) – Acumatica Quickstart integration template

Flow details

• Export source: Concur
• Import destination: Acumatica

• Built-in export: Get Concur company – get a company from Concur
• Built-in import: Import Acumatica customer – add or update a customer into Acumatica

Setup instructions

Configure mapping for Status.value, CustomerClass.value, StatementCycleID.value and SendDunningLettersbyEmail.value in Import Acumatica customer, according to your Concur configuration.

Concur invoice images to Acumatica bill images

This integration flow syncs Concur invoice images as Acumatica vendor bill images.

Applies to

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

Flow details

• Export source: Concur
• Import destination: Acumatica

• Built-in export: Get Acumatica bills – get all bills from Acumatica that have been modified since this flow last ran
• Built-in lookup: Get Concur invoice image by request ID – get all invoice images from Concur by request ID
• Built-in transfer (download): Get Concur invoice images by image URL – get all invoice images from Concur by image URL
• Built-in import: Import Acumatica bill images – Attach images into Acumatica bills

Before you begin

1. Invoices in Concur and bills in Acumatica should be the same.
2. Concur invoice ID should be stored as a Vendor Reference in Acumatica bills.

Setup instructions

Edit Import Acumatica bill images to customize the filename in the Relative URI setting for your business rules.

Concur lists to Acumatica departments

This integration flow syncs Concur lists as Acumatica departments.

Applies to

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

Flow details

• Export source: Concur
• Import destination: Acumatica

• 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 Acumatica departments – add or update departments from Acumatica

Before you begin

Create a custom field on the Department record in Acumatica to store the Concur list item ID.

Setup instructions

Configure output 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.)

Customize the handlebars template

Follow the instructions below to modify the handlebars template for the Acumatica HTTP request body:

1. In Flow Builder, click to edit Import Acumatica departments.
2. In the Edit import panel, scroll down to the section How would you like the records imported.
3. Under Build HTTP request body, click Launch.
4. In the resulting editor, customize according to your requirements and preview the sample records.

Concur vendors to Acumatica vendors

This integration flow syncs Concur vendors as Acumatica vendors.

Applies to

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

Flow details

• Export source: Concur
• Import destination: Acumatica

• Built-in export: Get Concur vendors – get all vendors from Concur
• Built-in import: Import Acumatica vendors – add or update vendors into Acumatica

Setup instructions

Configure mapping for VendorClass.value in Import Acumatica vendors for your business requirements.

Concur Purchase order receipts to Acumatica purchase receipts

This integration flow stores Concur purchase order receipts into Acumatica as purchase receipts for Standard and Professional Concur accounts.

Applies to

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

Flow details

• Export source: Concur
• Import destination: Acumatica

• Built-in export: Get Acumatica purchase orders – get all purchase orders from Acumatica that have been modified since this flow last ran
• Built-in lookup: Get Concur purchase order receipt by purchase order number – get a purchase order receipt from Concur by purchase order number
• Built-in import: Import Acumatica purchase receipts – add purchase receipts into Acumatica

Before you begin

1. Purchase orders in Acumatica and Concur should be the same.
2. Store the Concur purchase order number as a custom field in Acumatica purchase orders.

Setup instructions

Configure mapping for Type.value in Import Acumatica purchase receipts.

Acumatica purchase orders to Concur purchase orders (Best Practice)

This integration flow stores Acumatica purchase orders into Concur as purchase orders for Standard Concur accounts.

Applies to

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

Flow details

• Export source: Acumatica
• Import destination: Concur

• Built-in export: Get Acumatica purchase orders – get all purchase orders from Acumatica that have been modified since this flow last ran
• Built-in lookup: Get Acumatica vendor by vendor id – get a vendor from Acumatica by vendor id
• 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 Acumatica purchase orders – update purchase orders into Acumatica

Before you begin

1. Address code and Vendor code of vendors in Acumatica and Concur should be the same.
2. Non-Stock items in Acumatica and Expense Types in Concur should be the same.
3. Create a custom field on the purchase order record in Acumatica to store the purchase order number of Concur.

Setup instructions

1. Configure mapping for the new Acumatica purchase order record custom field in Import Acumatica purchase orders.

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).

Acumatica purchase orders to Concur purchase orders (Enhanced)

This integration flow stores Acumatica purchase orders into Concur as purchase orders for Professional Concur accounts.

Applies to

• Concur Invoice (Enhanced) – Acumatica Quickstart integration template

Flow details

• Export source: Acumatica
• Import destination: Concur

• Built-in export: Get Acumatica purchase orders – get all purchase orders from Acumatica that have been modified since this flow last ran
• Built-in lookup: Get Acumatica vendor by vendor id – get a vendor from Acumatica by vendor id
• 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 Acumatica purchase orders – update purchase orders into Acumatica

Before you begin

1. Address code and Vendor code of vendors in Acumatica and Concur should be the same.
2. Non-Stock items in Acumatica and Expense Types in Concur should be the same.
3. Create a custom field on the purchase order record in Acumatica to store the purchase order number of Concur.

Setup instructions

1. Configure mapping for the new Acumatica purchase order record custom field in Import Acumatica purchase orders.

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).

Acumatica departments to Concur list items

This integration flow syncs Acumatica departments as Concur list items.

Applies to

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

Flow details

• Export source: Acumatica
• Import destination: Concur

• Built-in export: Get Acumatica departments – get all departments from Acumatica
• 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 Acumatica departments – update departments into Acumatica

Before you begin

Create a custom field on the Department record in Acumatica to store the Concur list item ID.

Setup instructions

Configure output 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.)

Customize the handlebars template

Follow the instructions below to modify the handlebars template for the Acumatica HTTP request body:

1. In Flow Builder, click to edit Import Acumatica departments.
2. In the Edit import panel, scroll down to the section How would you like the records imported.
3. Under Build HTTP request body, click Launch.
4. In the resulting editor, customize according to your requirements and preview the sample records.

Acumatica employees to Concur users

This integration flow syncs Acumatica employees as Concur users.

Applies to

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

Flow details

• Export source: Acumatica
• Import destination: Concur

• Built-in lookup: Get Acumatica employee by ID – get an employee from Acumatica by ID
• Built-in import: Import Concur invoice users – add or update users in Concur Invoice using the username as the lookup identifier.

Setup instructions

Configure mapping for Schemas, Active, Entitlements, Type, CompanyID, Locale, LedgerCode, CustomData, and RoleName in Import Concur invoice users, according to your business rules.

Acumatica Vendors to Concur Vendors

This integration flow syncs Acumatica vendors as Concur vendors.

Applies to

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

Flow details

• Export source: Acumatica
• Import destination: Concur

• Built-in export: Get Acumatica vendors – get all vendors from Acumatica 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

Before you begin

Create a custom field on the Acumatica Vendor record to store the Concur Address Code and Vendor Code.

Setup instructions

Set the Concurrency level to 1 for the template’s connection Concur Connect-377-Celigo (Pro) invoice.