With Concur, you can keep track of your expenses and stay productive on the go. Large and small businesses can easily track business travel and manage expense reports anytime - from anywhere - with Concur.
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While configuring the Source or Destination of a Template or Transaction, you find an Account option to need to create an account to configure your application with Adeptia Connect. Using Account configurationWhile creating an account, you need to specify the location from where Adeptia Connect will access the data is to be accessed. In this process, provide the details of the application account to grant permission to access data..
Click to add an account.
Specify the following information for Concur and click Continue.:
Field | Description |
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Account Name | A short, descriptive name that helps you reuse this account in future. |
App Key | Follow these steps to get the App Key from your Concur account. |
Field | Description |
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User Name | Username to login to Concur. |
Password | Password to log into your Concur account. |
Triggers
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Secret Key | Follow these steps to get the App Key from your Concur account. 1) Login to your Concur account. 2) Go to the Administration > Company > Web Services. 3) Click Register Partner Application link. 4) Double-click on the Partner Application (If partner application does not exist then create a new one). 5) Under Application Authorization, the Key is displayed. |
Provide the username and password to login to your Concur account and click Sign in.
Click Allow to allow Adeptia to access your account.
Triggers
A Trigger specifies when a particular Transaction will start executing. While configuring the Source application, you find a Trigger drop-down listof a Template, you need to choose an event.
Following triggers are available for Concur at Source.
Trigger Name | Description | ||
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All Allocations | Triggers and retrieves all allocations per entry or report. | ||
Get an Allocation by ID | Triggers and retrieves a specific allocation. | ||
All Attendee Types | Triggers and retrieves all attendees types. | ||
Get an Attendee Type by ID | Triggers and retrieves a specific attendee type. | ||
All Attendees | Triggers and retrieves all attendees. | ||
Get an Attendee by ID | Triggers and retrieves a specific attendee. | ||
All Connection Requests | Triggers and retrieves all connection requests. | ||
Get a Connection Request by ID | Triggers and retrieves a specific connection request. | ||
All Digital Tax Invoices | Triggers and retrieves all digital tax invoices. | ||
Get a Digital Tax Invoice by ID | Triggers and retrieves a specific digital tax invoice. | ||
Updated Digital Tax Invoice | Triggres when a digital tax invoice is updated. | ||
All Expense Entries | Triggers and retrieves all expense entries. | ||
Get an Expense Entry by ID | Triggers and retrieves a specific expense entry. | ||
All Entry-Attendee Associations | Triggers and retrieves all entry-attendee associations. | ||
Get an Entry-Attendee Association by ID | Triggers and retrieves a specific entry-attendee association. | ||
All Expense Group Configurations | Triggers and retrieves all expense group configurations. | ||
Get an Expense Group Configuration by ID | Triggers and retrieves a specific expense group configuration. | ||
All Expense Itemizations | Triggers and retrieves all expense itemizations. | ||
Get an Expense Itemizations by ID | Triggers and retrieves a specific expense itemization. | Get Latest Booking | Triggers and fetches the latest hotel and air booking for a particular user. |
All List Items | Triggers and retrieves all list items. | ||
Get a List Item by ID | Triggers and retrieves a specific list item. | ||
All Lists | Triggers and retrieves all lists. | ||
Get a List by ID | Get a Payment Request by ID | Triggers and retrieves a specific list. | |
Get Localization Data | Triggers and retrieves all localized string of various codes in invoice. | ||
All Locations | Triggers and retrieves all locations. | ||
Get a Location by ID | Triggers and retrieves a specific location. | ||
All Opportunities | Triggers and retrieves all opportunities. | ||
New Opportunity | Triggers when a new opportunity is created. | ||
Triggers and retrieves a specific payment request. | |||
All Payment Request Digests | Triggers and retrieves all payment requests digest. | ||
Get a Payment Request Digest by ID | Triggers and retrieves a specific payment request digest. | ||
New Payment Request Digest | Triggers when a new payment request digest is created. | ||
Get a Purchase Order Receipts by ID | Triggers and retrieves a specific purchase order receipt information. | ||
Get a Purchase Order by ID | Triggers and retrieves a specific purchase order. | ||
All Quick Expenses | Triggers and retrieves all quick expenses. | ||
Get a Quick Expense by ID | Triggers and retrieves a specific quick expense. | ||
All Reports | Triggers and retrieves all reports. | ||
Get a Report by ID | Triggers and retrieves a specific report. | ||
New Report | Triggers when a new report is created. | ||
New or Update Report | Triggers when a new report is created or an existing report is updated. | New Report Digest | Triggers when a new report digest is created. |
All Requests | Triggers and retrieves all requests. | ||
Get a Request by ID | Triggers and retrieves a specific request. | ||
New or Updated Request | Triggers when a new request is created or an existing request is updated. | ||
All Invoices | Triggers and retrieves all invoices for calculating the tax. | ||
New or Updated Invoice | Triggers when a new invoice is created or an existing invoice is updated. | ||
All Suppliers | Triggers and retrieves all suppliers. | ||
Get a Supplier by ID | Triggers and retrieves a specific supplier. | ||
All Users | Triggers and retrieves all users. | All Vendors | Triggers and retrieves all vendors. |
Actions
An Action specifies how the data will be transferred at the destination location. While configuring the Destination (Target) application, you find an Action drop-down list. of a Template, you need to choose an action.
Following actions are available for Concur at Destination.
Action Name | Description |
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Create Expense ReportAttendee | Creates a new expense reportattendee. |
Update Attendee | Updates an existing attendee. |
Delete Attendee | Deletes an existing attendee. |
Create Attendee Type | Creates a new attendee type. |
Create Update Attendee TypeCreates a new | Updates an existing attendee type. |
Delete Attendee type | Deletes an existing attendee type. |
Create Quick Expense | Creates a new quick expense. |
Update Quick Expense | Updates an existing quick expense. |
Delete Quick Expense | Delets an existing quick expense. |
Create Expense Entry-Attendee Association | Creates a new entry-attendee association. This is an association between an expense entry and an attendee. |
Update Entry-Attendee Association | Updates an existing entry-attendee association. |
Delete Entry-Attendee Association | Deletes an existing entry-attendee association. |
Create Entry | Creates a new expense entry. |
Update Entry | Updates an existing expense entry. |
Delete Entry | Deletes an existing expense entry. |
Create Itemization | Creates a new expense itemization. |
Update Itemization | Updates an existing expense itemization. |
Delete Itemization | Deletes an existing expense itemization. |
Create List Item | Creates a new list item. |
Update List Item | Updates an existing list item. |
Delete List Item | Deletes an existing list item. |
Create List | Creates a new list. |
Update List | Updates an existing list. |
Create Entry Attendee AssociationReport | Creates a new entry attendee associationreport. |
Update Report | Updates an existing report. |
Create or Update User Account Information | Creates a new user account or updates a an existing user account information. |
Update User Password | Updates an existing user account password. |