Customizing PSA Direct for Concur Expense Mappings

The mappings used by the connector are defined as records of the custom metadata type PSA to Concur Field.

The PSA Direct for Concur provides default mappings but further mappings must be added before the system can be used. Depending on your requirements, you can modify existing or create new mappings.

Note:

When creating or changing mappings, map PSA fields to Concur fields of the same type. For example, you must map a Boolean PSA field (checkbox or formula field) to a Boolean field in Concur.

PSA Direct for Concur Expense connector provides the following field mappings:

  • Concur to PSA Expense Report Mappings
  • Concur to PSA Expense Mappings
  • PSA Project to Concur Mappings
  • PSA Resource to Concur Mappings
  • PSA Assignment to Concur Mappings

For more information about the default mapping records for each mapping, see Mapping Default Records for PSA Direct for Concur Expense Fields.

Note: The expense type mappings are managed through a data transformation table. For more information, see Creating a Data Transformation Table.

For steps on how to create, edit, or delete custom mappings, see the following: