PSA Data Dictionary

Integration_Hub_Connector_Instances__c

Label: Integration Hub Connector: Concur - PSA

Contains settings for configuring the Concur - PSA integration.

Field NameField LabelCreated in VersionDescriptionTypeDefault Value
Allow_Deletion_of_Assignments__c Allow Deletion of Assignments Spring 2019 Delete PSA Assignments in Concur.

Checkbox false
Allow_Deletion_of_Projects__c Allow Deletion of Projects Spring 2019 Delete PSA Projects in Concur.

Checkbox false
Approval_Status__c Approval Status Spring 2019 Status that makes an Expense Report in Concur eligible to be sent to PSA.

Text(255) "Approved"
Concur_API_URL_Suffix__c Concur API URL Suffix Fall 2020 API suffix automatically appended to the Concur API URL Prefix. Only applies to Password Grant Type authentication.

Text(255) "/api/v3.0"
Concur_Filter_By_Billable_Expenses_Field__c Concur Filter By Billable Expenses Field Spring 2019 Concur filter fields used to filter Expense Report. Possibilities are "None", "IsBillable" and/or "IsPersonal" separated by comma.

Text(255) "None"
Concur_field_for_Expense_Billable_Type__c Concur field for Expense Billable Type Spring 2019 Concur custom field for Expense Billable Type.

Text(255) "Is Billable?"
Concur_field_for_PSA_Project__c Concur field for PSA Project Spring 2019 Name of the custom field in Concur for the PSA project, or PSA project and project manager.

Text(255) "PSA Project"
Concur_field_for_PSA_Resource_Assignment__c Concur field for PSA Resource-Assignment Spring 2019 The Concur custom field for the PSA Resource-Assignment LinkedList.

Text(255) "PSA Resource-PSA Assignment"
Delete_Workflow_Name__c Delete Workflow Name Spring 2019 The name of the formula in the Integration Hub Connector that is used to delete PSA Project and Assignment records in Concur.

Text(255) "Delete PSA Project and Assignment in Concur - 2020.400"
Email__c Email Spring 2019 Email address for receiving error notifications if the Integration with Concur fails.

Email
Expense_Report_Billable_Mapping__c Expense Report Billable Mapping Spring 2019 Concur to PSA Expense Report Billable Mapping.

Text(255) "Yes:true"
Expense_Report_Status_Mapping__c Expense Report Status Mapping Spring 2019 Concur to PSA Expense Report Status Mapping.

Text(255) "Approved:Approved"
Expenses_Sync_Workflow_Name__c Expenses Sync Workflow Name Spring 2019 The name of the formula in the Integration Hub Connector that is used to synchronize Expense Reports with expenses from Concur to FinancialForce.

Text(255) "Synchronize Expense Report from Concur to PSA - 2020.400"
Initial_Sync_Chunk_Size__c Initial Sync Chunk Size Fall 2019 Maximum number of projects, resources, and assignments that are synced in a single initial synchronization chunk.

Number(5,0) 2000
Initial_Sync_Workflow_Name__c Initial Sync Workflow Name Spring 2019 The name of the formula in the Integration Hub Connector that is used to perform initial synchronization of Projects, Resources and Assignments from FinancialForce to Concur.

Text(255) "Synchronize All Projects, Resources and Assignments from PSA to Concur - 2019.400"
ProjectWorkflowName__c Project Sync Workflow Name Spring 2019 Formula name in Integration Hub Connector to synchronize Projects from FinancialForce to Concur.

Text(255) "Synchronize Projects from PSA to Concur - 2020.400"
Resource_Assignment_Sync_Workflow_Name__c Resource-Assignment Sync Workflow Name Spring 2019 The name of the formula in the Integration Hub Connector that is used to synchronize Resources and Assignments from FinancialForce to Concur.

Text(255) "Synchronize Resources and Assignments from PSA to Concur - 2020.400"
Sync_Project_Managers__c Sync Project Managers Fall 2019 Sync Project Manager when syncing PSA Projects to Concur.

Checkbox false
Synched_Assignments__c Assignments Synced Spring 2019 Assignments have been synced to Concur.

Checkbox false
Synched_Projects__c Projects Synced Spring 2019 Projects have been synced to Concur.

Checkbox false
Synched_Resources__c Resources Synced Spring 2019 Resources have been synced to Concur.

Checkbox false


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