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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Field (Account) Information
While configuring the Source or Destination of a Template or Transaction, you need to create an account to configure your application with Adeptia Connect. While creating an account, you need to specify the location from where Adeptia Connect will access the data.
Click 
to add an account.
Specify the following information for Concur:
Field | Description |
|---|---|
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. |
| 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 of a Template, you need to choose an event.
Following triggers are available for Concur at Source.
Trigger Name | Description |
|---|---|
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 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. |
| 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 | Triggers and retrieves a specific list. |
| 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. |
| All Users | Triggers and retrieves all users. |
Actions
An Action specifies how the data will be transferred at the destination location. While configuring the Destination (Target) of a Template, you need to choose an action.
Following actions are available for Concur at Destination.
Action Name | Description |
|---|---|
Create Attendee | Creates a new attendee. |
| Update Attendee | Updates an existing attendee. |
| Delete Attendee | Deletes an existing attendee. |
Create Attendee Type | Creates a new attendee type. |
| Update Attendee Type | 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 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 Report | Creates a new report. |
| Update Report | Updates an existing report. |
| Create or Update User | Creates a new user account or updates an existing user account information. |
| Update User Password | Updates an existing user account password. |