SAP Concur

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This is a Managed App Connector.


Prerequisites

Must be a Concur Administrator to connect to the API.

Collect Required Information from Vendor

  1. Log in to the Concur portal and navigate to Administration > Company > Authentication Admin.

  2. Select OAuth 2.0 Application Management.

  3. Click Create New App.

  4. Enter the App Name (Calero) and App Description (Calero Connector).

  5. Choose the following Allowed Grants:

    • refresh_token

    • password

    • client_credentials

  6. Choose the following Scopes:

    • Users (required)

      • identity.user.ids.read

      • identity.user.core.read

      • identity.user.enterprise.read

    • Expense reports (required)

      • company.read

      • creditcardaccount.read

      • expense.report.read

      • purchaserequest.read

      • user.read

      • spend.list.read

      • user_read

      • BANK

      • CCARD

      • COMPANY

      • EXPRPT

      • EXTRCT

      • FOP

      • GHOST

      • INVVEN

    • Provisioning and Deprovisioning (optional)

      • identity.user.coreenterprise.writeonly

  7. Click Submit to view the Client ID and Secret.

    IMPORTANT!

    You MUST copy/save these fields for use when onboarding this connector (see below).

  8. Navigate back to the Authentication Administration screen and choose Company Request Token.

  9. Enter the ClientID into the App ID field.

  10. Click Submit to view the Company UUID and Company Request Token.

    IMPORTANT!

    You MUST copy/save these fields for use when onboarding this connector (see below).

Onboard This Discovery Connector

  1. Go to SaaS Management > Applications.
  2. Select Add Integration.
  3. Select the Discovery Apps tab, then select the card with the vendor's name.
  4. From the API tab, enter the details you captured above.
  5. Select the Authorize button.

SUCCESS!

You will now be redirected to the Integrations page in Calero.com, where the data sync will continue in the background, and you can monitor progress.


SUGGESTION:
Access Help through your Calero.com instance if links between articles return errors or if there are fewer sections in the Help menu than expected. Doing so will ensure you see all Help articles.