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.
  • Set up the Foundations Configuration Item metadata type to store the configuration data used by Certinia processes. For more information on setting up the Foundations Configuration Item, see the Salesforce Help.
    Note:

    If you delete the authentication provider, you cannot create a new record with the same name for the authentication provider. You must specify a new authentication provider name in the Foundations Configuration Item. You must ensure that the correct format is used to create the record. For example, the label and name must use those values, and then only the process and small data are changed.

    • Label: Concur Authentication Provider
    • Name: Concur_Authentication_Provider
    • Process: <New Authenticated Provider Name>
    • Small Data: <New Authenticated Provider API Name>
    • Enabled: true

Creating Named Credentials

To grant PSA users access to Concur, it is necessary to establish an authentication provider connection and create a named credential. To do so, perform the following steps:

  1. Click Launch next to feature step 1. The Concur Authentication dialog is displayed.
  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. Once the Concur App URL verification is complete, you are redirected to the Concur App Center page.
    Note:

    You can edit or change the Concur App URL when Certinia instructs.

  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. Select the Access Authorization checkbox in the Terms & Conditions window and click I Agree.
  5. Depending on the Salesforce credentials, either select Salesforce Login or Salesforce Sandbox Login. The PSA Direct for Concur Expense login through the Salesforce Sandbox Login. Click Sandbox Login.
  6. In the Salesforce org, enter the username and password and click Log In to Sandbox.
  7. On the Authenticate Connection to Concur Visualforce page, manually perform the following:
    1. Create the Concur Authentication Provider using the authentication information on the Authenticate Connection page. For more information on creating an authentication provider, see the Salesforce Help.
    2. Creates and authenticates the Named Credential using the named credential information on the Authenticate Connection page. For more information on creating a named credential, see the Salesforce Help.
    3. Click Mark as Done to complete the authentication connection.
  8. When PSA users access Concur, the authentication completes, and the step status is set to "Done".

Creating Named Credentials

To grant PSA users access to Concur, it is necessary to establish an authentication provider and create a named credential. To do so, perform the following steps:

  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. Once the Concur App URL verification is complete, you are redirected to the SAP Concur Sign In page.
    Note: You can edit or change the Concur App URL when Certinia instructs.
  3. Specify the username, verified email address, or SSO code and click Next. The Concur App Center page opens.
  4. 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.
  5. Select the Access Authorization checkbox in the Terms & Conditions window and click I Agree.
  6. Depending on the Salesforce credentials, either select Salesforce Login or Salesforce Sandbox Login. The PSA Direct for Concur Expense login through the Salesforce Sandbox Login. Click Sandbox Login.
  7. In the Salesforce org, enter the username and password and click Log In to Sandbox.
  8. On the Authenticate Connection to Concur Visualforce page, manually perform the following:
    1. Create the Concur Authentication Provider using the authentication information on the Authenticate Connection page. For more information on creating an authentication provider, see the Salesforce Help.
    2. Creates and authenticates the Named Credential using the named credential information on the Authenticate Connection page. For more information on creating a named credential, see the Salesforce Help.
    3. Click Mark as Done to complete the authentication connection.
  9. 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. Click Perform next to feature step 6. This retrieves any expense types not included in the default transformation tables from Concur Expense and assigns the corresponding expense types in PSA to Miscellaneous.
  6. [Optional] Click Perform next to feature step 7. This confirms that the Salesforce Multiple Currencies have been configured.
    Note: Ensure that the Salesforce Multiple Currencies feature is configured correctly in PSA before you proceed with this step. This will allow you to synchronize multiple currencies within a single expense report. For more information on Salesforce Multiple Currencies, see the Salesforce Help.
  7. [Optional] Click Perform next to feature step 8. 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.
  8. [Optional] Click Perform next to feature step 9. 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.
  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 Expense Report Layout page layout on the Expense Report 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 Expense Layout page layout on the Expense object.
  11. [Optional] Click Perform next to feature step 12. This adds the PSA Direct for Concur Expense section and all the relevant fields to the Project page layout on the Project object.
  12. [Optional] Click Perform next to feature step 13. 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.