Creating an extended integration for SAP Concur expenses

Sync Oomnitza with SAP Concur to gain visibility of expenses data.

Before you start

You must retrieve the following information from SAP Concur to create credentials and add the integration:

Domain. Enter https://us.api.concursolutions.com for US or https://eu.api.concursolutions.com for EU.

Client ID and secret. See Getting Started in SAP Concur development center.

Region. Enter a region. US or United States, EMEA or EU or Europe, China or CN.

Scopes. Enter a space-separated list of scopes. The required scope for retrieving expense reports, headers, and details is expense.report.read. See Scopes in SAP Concur development center.

For more information, see See Learn about SAP Concur APIs.

To easily find the records that are uploaded to Oomnitza, it's best practice to create a dedicated user account for each integration. This will make it easier for you to retrieve the records that are uploaded to Oomnitza from the vendor application. 

Creating integration users 

Adding OAUTH credentials

Make life easier and add your credentials to Oomnitza before you create the integration.  

1. In Oomnitza, click Configuration > Security > Credentials.
2. Click Add new credential (+).
3. Search for the integration, and then click the forward arrow > to select the integration.
4. Enter your client credentials and any other additional information.
5. Click Authenticate. You are prompted to log in to authorize your request.
6. Click CREATE.

Adding the integration

1. Click Configuration.
2. On the Integrations: Overview page, click Add new integration . 
3. Enter expense as the search criteria.
4. Add the SAP Concur Expenses load.
5. Click Edit integration details .
6. Edit the name of the integration.
7. As Installation type, Cloud is selected.
8. As Integration preferences, Create and Update is selected.
9. Select the integration user that you added.

10. Select the name or names of the integration contacts.  Integration contacts will receive an in-app notification and an email:

    • When the integration fails

    • When the integration fails to complete within 24 hours

    • When the scheduled integration fails to run

11. Enter the SAP Concur domain.

Adding credentials

1. Click Edit credential details .
2. Select the credentials that you created.

Scheduling the integration

By default, data is synced once every day. Change the interval or the time so that the data is synced when your system isn't busy.

1. Click Edit .
2. Save your changes.

Mapping

1. Click Edit mappings .
2. Click SMART MAPPING.

Drag and drop

You can map additional fields to Oomnitza.

1. Drag and drop the fields onto the Add new Oomnitza field area in the Oomnitza column.
2. Rename the field.
3. Make your changes.
4. Save your changes.

Mappable fields

You can map the following fields to Oomnitza:

Amount Due Company Card
Amount Due Employee
Approval Status Code
Approval Status Name
Approver Login ID
Approver Name
Connector Sync Time
Country
Country Subdivision
Create Date
Currency Code
Ever Sent Back
Has Exception
ID
Last Comment
Last Modified Date
Ledger Name
Owner Login ID
Owner Name
Paid Date
Payment Status Code
Payment Status Name
Personal Amount
Policy ID
Processing Payment Date
Receipts Received
Report Name
Submit Date
Total
Total Approved Amount
Total Claimed Amount
URI
User Defined Date
Workflow Action Url

Selecting sync keys

You must select at least one field as the sync key field. To ensure that the sync runs successfully, the field must contain unique values such as the serial number of an asset record or the email address of a user record. Records that do not contain a value for the sync key are skipped.   

See Configuring multiple sync keys.

Launching the integration

Your integration is in Draft mode until the required mandatory fields are added. When added, click Launch to activate your integration. 

Next

When the sync is complete, you can review the data that is collected. See Viewing financial data.

Creating workflows

1. Click Configuration > Workflows.
2. Click Add .
3. Enter expenses as the search criteria.
4. Choose one of the following options:
   • Expenses
   • Expense Order Line Items
5. Make your changes.
6. Save the workflow.

See Creating workflows: Introduction and Using the API block in workflows.

Related articles

Editing financial integrations
Viewing financial data