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
Integration Categories
- Expense Management
Authentication mechanism
- API
Discovery Capabilities
Available entities | Entity description | SAP Concur Web Services resource |
---|---|---|
New services | Service discovery is the process of automatically identifying services and applications. All discovered services are added to SMP automatically. | Expense Reports |
Cost | Cost 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
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):
- Click Administration > Company > Company Admin
- In the left menu, under User administration, click Add user
- Fill required fields (for Login/email you can use e.g. [email protected])
- 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
- Click the Save button on the top of the page
Configure user permission
To set user permissions, follow the next steps:
- Go back to Administration > Company > Company Admin
- Under User Administration go to User Permissions and find the created user
- Open Expense tab
- Under Roles for this User make sure you have:
- Web Services Administrator
- Expense User
- Expense Processor
Setup OAuth 2.0 Application
- Go to Administration > Company > Authentication Admin
- Click OAuth 2.0 Application Management
- In the top right corner click Create New App
- Fill out the form and make sure you pick the right values when it comes to Allowed Grants and Allowed Scopes
- With the scopes we are limiting the client to have a limited access only to Expense Reports
- With the scopes we are limiting the client to have a limited access only to Expense Reports
- Click Submit in the top-right corner
- 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
-
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)
-
Enter integration name and provide credentials gathered during Concur configuration
- Click Connect
Updated 5 months ago