Preparing To Upgrade

This section explains how to install PSA Direct for Concur Expense in Winter 2023.

Note: The PSA Direct for Concur Expense connector is a licensed managed package. Contact your Account Executive or CSM to purchase a license.

Prerequisites

You need the appropriate licenses and access to the following:

  • SAP Concur Standard Edition or SAP Concur Professional Edition
  • SAP Concur Web Services
  • Foundations Spring 2023
  • Salesforce org with PSA Spring 2023 or newer installed and configured.
  • PS Enterprise Spring 2023
  • PSA Direct for Concur Expense Spring 2023 package.

Some of these packages are themselves dependent on other packages and might have specific upgrade steps that you must perform. For more information, see the following: