Please Note, a Client Web Services license is required in order to allow DataBlend to connect to Concur via the API.
A Client Web Services license is required in order to allow DataBlend to connect to Concur via the API. This is a separate purchase from the Concur software and it is billed monthly, per applicable instance. The client will not be able to set up the credentials for Concur without first procuring the license.
Once the license has been procured, the client needs to submit a request to Client Web Services support to enable the functionality for OAuth 2.0 Application Management.
Configuration
|
Field Name |
Required/ Optional |
Description |
|---|---|---|
|
Name |
Required |
Provide a unique name for this credential. |
|
Client Id |
Required |
Provide Concur generated Client ID. |
|
Client Secret |
Required |
Provide Concur generated Client Secret. |
|
Company Id |
Required |
Provide Concur Company UUID. |
|
Auth Token |
Required |
Provide Concur Company Request Token. |
|
Geolocation |
Optional |
Provide Geolocation pertaining to an individual environment. |
|
Access Token |
Autofill |
This field will autofill upon valid connection. |
|
Refresh Token |
Autofill |
This field will autofill upon valid connection. |
Users must log into their Concur homepage. Once logged in, select Administration in the top right corner of the screen. Within the Administration drop-down, select Company and then Authentication Admin. Users will be taken to the Authentication Administration screen. Select the OAuth 2.0 Application Management header.
Users will be taken to the Application List screen. The Client ID and Client Secret are found on this page. On this page you will also need to update the Allowed Grants and Allowed Scopes. It is recommended that you enable all available grants and scopes to prevent permission issues.
To streamline enabling all Allowed Scopes you can copy and paste the following list into the ‘Edit Manually’ field within Concur:
openid expense.report.read realtimeingest.location.writeonly receipts.read receipts.writeonly receipts.write identity.company.core.read identity.company.core.writeonly user.read company.read identity.company.adminpolicy.read identity.company.adminpolicy.writeonly identity.company.notification.read identity.company.notification.writeonly travelrequest.write creditcardaccount.read expense.report.readwrite travelrequest.externalsystemworkflow.write fiscalcalendar.read fiscalcalendar.write budgetitem.read user_read ATTEND CONFIG CONREQ ERECPT EVS EXPRPT CCARD FISVC EXTRCT GHOST FOP INSGHT IMAGE INVPO INVPMT INVVEN ITINER INVTV LIST JOBLOG MTNG NOTIF RCTIMG PAYBAT TAXINV SUPSVC PASSV TRVPRF COMPD TSAI user.write TMCSP MEDIC EMERG UNUTX USER TWS COMPANY locate.location.read purchaserequest.write TRVPTS purchaserequest.read locality.write locality.read invoice.partnerpayment.write locate.location.write cres.config.write fundsmanagement.read fundsmanagement.write afes.config.write afes.write invoice.providerpayment.write travelallowance.allowancedays.read cres.write quickexpense.writeonly expense.exchangerate.writeonly user.provision.read profile.user.generaluser.read profile.user.generalemployee.read user.provision.write spend.listitem.read events.topic.read spend.list.read spend.list.write spend.list.delete spend.listitem.delete expense.report.workflowstatus.write identity.user.ids.read identity.user.core.read travel.itinerary.read identity.user.coresensitive.read identity.user.coreenterprise.writeonly identity.user.externalID.writeonly cashadvance.write travel.user.general.read travel.user.private.read identity.user.enterprise.read identity.user.sap.read cashadvance.read spend.user.general.read spend.listitem.write spend.accountingintegration.read spend.accountingintegration.write spend.user.general.writeonly spenddocs.receipts.compliance.read invoice.paymentconfirmation.read invoice.paymentconfirmation.write identity.user.sap.writeonly
Next, copy the Client ID and Navigate to Company Request Tokens for DataBlend page https://www.concursolutions.com/nui/authadmin/companytokens. Simply paste the Client ID into the App ID field and click Submit.
When completed successfully, the Company Request Token Successfully Created screen will open. Here the Company UUID and the Company Request Token will be shown.
Copy the following fields from Concur and paste into the corresponding fields in DataBlend:
|
Concur Field |
DataBlend Field |
|---|---|
|
Client ID |
Client Id |
|
Client Secret |
Client Secret |
|
Company UUID |
Company Id |
|
Company Request Token |
Auth Token |