Concur

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.

For more information, click here.

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

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. 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.
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

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

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.