Enabling PSA Direct for Concur Expense

To enable the connector, click PSA Direct for Concur Expense on the Feature Console tab and perform the required steps.

Prerequisites

The PSA user to authenticate to the PSA Direct for Concur Expense connector must have the following permission sets assigned:

  • FDN Core - Mapping
  • PSA Direct for Concur - Configure Concur
  • PSA Direct for Concur - Project Management
Notes:
  • The user must also have View All access to the Contact object.
  • For expense reports to be created in PSA, the PSA user who authenticates to the PSA Direct for Concur Expense connector must have the Expense Entry and Expense Ops Edit permissions for the projects and resources the expense reports are created against. This must be granted via permission controls. For more information on permission controls, see Permission Controls.

Creating Named Credentials

You must create named credentials to allow PSA users access to Concur:

  1. Click Launch next to feature step 1. The Concur Authentication dialog displays.
  2. In the Concur App URL field, verify the Concur App URL that initiates the PSA User's connection with Concur. For example, https://www.concursolutions.com/?hpo=20&cte=624ccc835a.
    Note: You can edit or change the Concur App URL when instructed by FinancialForce.
  3. Click Connect to initiate the PSA User's connection with Concur. The Concur App URL is stored in the PSA Direct for Concur Expense Activation protected custom setting.
  4. Enter the Concur username and password to authenticate the PSA Users connection with Concur.
  5. On the Concur App Center page, click Connect.
  6. In the Terms & Conditions popup window, select the Shared Information checkbox.
  7. Click I Agree.
  8. Specify the Salesforce credentials and click Login.
  9. On the Authenticate Connection to Concur Visualforce page, click Authenticate. This performs the following effects:
    • Updates the Concur Password Grant Custom Metadata Type
    • Creates the Concur Authentication Provider
    • Creates and authenticates the Named Credential
    • Authenticates the PSA Direct for Concur Expense connector in Concur.

When PSA users access Concur, the authentication completes, and the step status is set to "Done".

Completing the Setup

To complete the setup, perform the following steps in the PSA Direct for Concur Expense connector feature:

  1. Click Perform next to feature step 2. This creates a Foundations message type for recording error messages. If you revert this step, Foundations marks the message type obsolete. For more information, see Message Types Overview.
  2. Click Perform next to feature step 3. This creates default data transformation tables for value mappings. The tables are created in Foundations, and you can edit the defaults. When the process completes, the status is set to "Done". If you revert this step the tables are deleted. The data transformation tables are used to transform values from Concur to the appropriate PSA values. You can also manually create Data Transformation Tables. For more information, see Creating a Data Transformation Table.
  3. If you are mapping Concur expense reports to PSA, ensure that the required mapping in PSA is configured. You must manually perform this step in the PSA Direct for Concur Expense Mappings tab. For more information, see Customizing PSA Direct for Concur Expense Mappings. Click Mark as Done next to feature step 4.
  4. Click Perform next to feature step 5. This schedules the job to pull expense reports from Concur. When completed, the status is set to "Done." If you revert this step, it removes the scheduled job. For more information, see PSA Direct for Concur Expense Custom Settings.
  5. [Optional] Click Perform next to feature step 6. This creates a scheduled job to delete queue events regularly. By default, the Queue Events Cleanup Job is scheduled to run hourly once you have performed this step. When the Queue Events Cleanup Job is created, the status of the step is moved to "Done". If you revert this step, then it removes the scheduled job. For more information about the Queue Events fields, see PSA Direct for Concur Expense Custom Settings.
  6. [Optional] Click Perform next to feature step 7. This enables the synchronization of Assignments, Projects, and Resources from PSA to Concur.
    Note: Ensure you enable the Activate PSA Direct for Concur Expense checkbox from the PSA Direct for Concur Expense Settings tab before synchronizing Assignments, Projects, and Resources from PSA to Concur.

    For more information on how the synchronization of projects works, see Synchronizing PSA Information With Concur.

  7. [Optional] Click Perform next to feature step 8. This adds the PSA Direct for Concur Expense section and all the relevant fields to the Expense Report Layout page layout on the Expense Report object.
  8. [Optional] Click Perform next to feature step 9. This adds the PSA Direct for Concur Expense section and all the relevant fields to the Expense Layout page layout on the Expense object.
  9. [Optional] Click Perform next to feature step 10. This adds the PSA Direct for Concur Expense section and all the relevant fields to the Project page layout on the Project object.
  10. [Optional] Click Perform next to feature step 11. This adds the PSA Direct for Concur Expense section and all the relevant fields to the Assignment page layout on the Assignment object.

You are now ready to enable the connector. For more information, see Configuring the PSA Direct for Concur Expense Settings.