SAP Concur Web Services

SAP Concur is a cloud-based solution to improve process automation, integration, and analytics across Travel and Expense processes while providing a modern user experience and comprehensive mobile support. SAP Concur is now SAP's solution for Travel and Expense.

SAP Concur is a valuable source because it can help significantly reduce the time and effort required to ensure compliance, review/approve travel expenses, and identify suspicious spending.

Integration details

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Integration Categories

  • Expense Management

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Authentication mechanism

  • API

Discovery Capabilities

Available entitiesEntity descriptionSAP Concur Web Services resource
New servicesService discovery is the process of automatically identifying services and applications. All discovered services are added to SMP automatically.Expense Reports
CostCost discovery is the process to identify every spending on all costs. All discovered costs on the services are added to SMP automatically.Expense Reports

Set up SAP Concur Web Services

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Information

To configure SAP Concur Web Services, make sure you have an account with Company Admin permissions.

Create New User Account

To create a new user account, follow the next steps (if you already have a dedicated account created skip to configuring permissions section):

  1. Click Administration > Company > Company Admin
  2. In the left menu, under User administration, click Add user
  3. Fill required fields (for Login/email you can use e.g. [email protected])

  1. Copy for future reference the information you entered for the Login (email address) and Password fields - you will need to paste it later in LeanIX SMP
  2. Click the Save button on the top of the page

Configure user permission

To set user permissions, follow the next steps:

  1. Go back to Administration > Company > Company Admin
  2. Under User Administration go to User Permissions and find the created user
  3. Open Expense tab
  4. Under Roles for this User make sure you have:
    1. Web Services Administrator
    2. Expense User
    3. Expense Processor

Setup OAuth 2.0 Application

  1. Go to Administration > Company > Authentication Admin
  2. Click OAuth 2.0 Application Management
  3. In the top right corner click Create New App
  4. Fill out the form and make sure you pick the right values when it comes to Allowed Grants and Allowed Scopes
    1. With the scopes we are limiting the client to have a limited access only to Expense Reports
  5. Click Submit in the top-right corner
  6. Pop-up shows with Client ID and Client Secret - copy the values, you will need to pass them to LeanIX

Integrate Concur in LeanIX SMP

After you created User account and Partner application in Concur, go to LeanIX SMP

  1. Navigate to Settings > Discover Integrations, find Concur and click Add (https://us-si.leanix.net/settings/integration-experience/add/expenses/Concur or https://eu-si.leanix.net/settings/integration-experience/add/expenses/Concur)

  2. Enter integration name and provide credentials gathered during Concur configuration

  1. Click Connect