Install the Concur Expense (Best Practice & Enhanced) – QuickBooks quickstart integration template

This article explains how to install the Concur Expense (Best Practice & Enhanced) – QuickBooks quickstart integration template. 

Before you install

A. Create your Celigo iPaaS account

Sign up for an integrator.io account with administrative access to install the Concur Expense (Best Practice & Enhanced) – QuickBooks template.

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.

Find and install the Concur Expense (Best Practice & Enhanced) – QuickBooks template from the marketplace

To install the Concur Expense (Best Practice & Enhanced) – QuickBooks template:

1. Navigate to integrator.io > Marketplace.
2. From the available templates, select either Concur Expense or QuickBooks.
3. Find the Concur Expense (Best Practice) – QuickBooks or Concur Expense (Enhanced) – QuickBooks template according to your business requirements and click Preview. The Install template page appears.
4. Review the template’s contents and the Readme file, and click Install now to begin.

Set up the connections and integrate with Concur Expense (Best Practice & Enhanced) – QuickBooks

To install the integration, complete the following steps:

Concur Expense (Best Practice) – QuickBooks

Concur Expense (Enhanced) – QuickBooks

Step 1. Connect to Concur

Click to Configure the Enhanced or Best Practice Concur Expense connection.

After you 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:

• Concur Expense (Best Practice): Concur Connect-EU-377-Celigo (Std) expense
• Concur 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 QuickBooks 

Click Configure to set up the QuickBooks connection.

If you have already set up a connection to QuickBooks, select Use existing connection and choose it from the Connection list. Otherwise, click Set up new connection and provide your QuickBooks account credentials. 

Step 3: Copy resources now from the template zip

Click Install to create the flow in your application.

Get started with the quickstart template

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

• For more information on using integration tiles, see Use your integration tile.
• For more information on how to schedule or run a flow, see Schedule data flows.
• For more information on how to use the flow dashboard, see Dashboard tab.
• For more information on template management, see Delete or restore a quickstart integration template.