Integration Hub Connector: Concur - PSA

The Concur - PSA integration enables you to seamlessly connect PSA and SAP Concur via the Integration Hub. The integration removes the need to manually create the data required for generating expenses in SAP Concur, and the need to manually re-enter expense information from Concur in PSA. This reduces the administrative overhead and the possibility of errors.

The integration enables you to:

• Automatically create project, assignment, and resource data in Concur based on PSA records.
• Automatically generate expense reports in PSA, based on Concur expense reports.
• Filter the data passed between the two apps. You can configure the integration so that only specific projects or expenses are transferred, depending on your requirements.

Prerequisites

You need the appropriate licenses and access to the following:

• SAP Concur Standard Edition or SAP Concur Professional Edition
• SAP Concur Web Services
• Integration Hub Connector: Concur - PSA
• Salesforce org with FinancialForce PSA Fall 2021 or newer installed and configured

Note:

If you are using the Client Credentials Grant type authentication for Concur, a partner application must be created with access to the following APIs:

• Attendee List
• Expense Configuration
• E-Receipts Provider
• Expense Report
• List Items
• Travel Profile
• Travel Request
• Travel Approval
• Users

For more information, contact your SAP Concur representative.

The Integration Hub is a third-party application used to transfer information between Concur and PSA.