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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

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 KeyFollow 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 IDTriggers and retrieves a specific allocation.
All Attendee TypesTriggers and retrieves all attendees types.
Get an Attendee Type by IDTriggers and retrieves a specific attendee type.
All AttendeesTriggers and retrieves all attendees.
Get an Attendee by IDTriggers and retrieves a specific attendee.
All Expense EntriesTriggers and retrieves all expense entries.
Get an Expense Entry by IDTriggers and retrieves a specific expense entry.
All Entry-Attendee AssociationsTriggers and retrieves all entry-attendee associations.
Get an Entry-Attendee Association by IDTriggers and retrieves a specific entry-attendee association.
All Expense Group ConfigurationsTriggers and retrieves all expense group configurations.
Get an Expense Group Configuration by IDTriggers and retrieves a specific expense group configuration.
All Expense ItemizationsTriggers and retrieves all expense itemizations.
Get an Expense Itemizations by IDTriggers and retrieves a specific expense itemization.
All List ItemsTriggers and retrieves all list items.
Get a List Item by IDTriggers and retrieves a specific list item.
All ListsTriggers and retrieves all lists.
Get a List by IDTriggers and retrieves a specific list.
All Quick ExpensesTriggers and retrieves all quick expenses.
Get a Quick Expense by IDTriggers and retrieves a specific quick expense.
All ReportsTriggers and retrieves all reports.
Get a Report by IDTriggers and retrieves a specific report.
New ReportTriggers when a new report is created.
New or Update ReportTriggers when a new report is created or an existing report is updated.
All UsersTriggers 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 AttendeeUpdates an existing attendee.
Delete AttendeeDeletes an existing attendee.

Create Attendee Type

Creates a new attendee type.

Update Attendee TypeUpdates an existing attendee type.
Delete Attendee typeDeletes an existing attendee type.
Create Quick ExpenseCreates a new quick expense.
Update Quick ExpenseUpdates an existing quick expense.
Delete Quick ExpenseDelets an existing quick expense.
Create Entry-Attendee AssociationCreates a new entry-attendee association. This is an association between an expense entry and an attendee.
Update Entry-Attendee AssociationUpdates an existing entry-attendee association.
Delete Entry-Attendee AssociationDeletes an existing entry-attendee association.
Create EntryCreates a new expense entry.
Update EntryUpdates an existing expense entry.
Delete EntryDeletes an existing expense entry.
Create ItemizationCreates a new expense itemization.
Update ItemizationUpdates an existing expense itemization.
Delete ItemizationDeletes an existing expense itemization.
Create List ItemCreates a new list item.
Update List ItemUpdates an existing list item.
Delete List ItemDeletes an existing list item.
Create ListCreates a new list.
Update ListUpdates an existing list.
Create ReportCreates a new report.
Update ReportUpdates an existing report.
Create or Update UserCreates a new user account or updates an existing user account information.
Update User PasswordUpdates an existing user account password.
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