Connecting to Concur

Concept Information

ACCESSDATA command

Concur is a cloud-based travel and expense management service. Use the Concur data connector to import your organization's Concur data.

Note

Analytics provides Concur as an optional connector and if it is not available in your Data Access window, it is likely that the connector was not selected during installation. For more information, see Install optional Analytics data connectors and Python engine.

Before you start

Concur credentials

To connect to Concur, you need the following:

  • Concur Access Token

If you do not have a Concur Access Token, you must gather the following:

  • Concur user name and password
  • Concur Client ID
  • Concur API server host name (default is "www.concursolutions.com")

With these credentials, you can use the Get Token option in the Data Access window to generate the access token required to authenticate your connection.

Note

Make note of your token's expiry date when you obtain it. Concur authentication tokens expire after one year.

For help gathering the connection prerequisites, contact the Concur administrator in your organization. If your administrator cannot help you, you or your administrator should contact Concur Support.

Acquire a Concur Client ID

If you do not have a Concur Access Token, you or your company's Concur administrator needs to acquire a Concur Client ID. You can use the Client ID to generate the Access Token.

You acquire a Client ID in the Administration area of Concur Web Services through the Register Partner Application option.

In Concur Web Services, the Client ID is called either:

  • Application Authorization Key
  • Consumer Key

Note

If the Register Partner Application option does not appear in Concur Web Services, you or your Concur administrator needs to contact Concur Support. Your company may not have the appropriate Concur license.

Create a Concur connection

  1. From the Analytics main menu, select Import > Database and application.
  2. From the New Connections tab, in the ACL Connectors section, select Concur.

    Tip

    You can filter the list of available connectors by entering a search string in the Filter connections box. Connectors are listed alphabetically.

  3. In the Data Connection Settings panel, enter the connection settings and at the bottom of the panel, click Save and Connect.

    You can accept the default Connection Name, or enter a new one.

The connection for Concur is saved to the Existing Connections tab. In the future, you can reconnect to Concur from the saved connection.

Once the connection is established, the Data Access window opens to the Staging Area and you can begin importing data. For help importing data from Concur, see Working with the Data Access window.

Connection settings

Basic settings

Setting Description Example
Host Host name of the Concur server. https://concursolutions.com
OAuth Client Id

The client ID assigned when you register your application with an OAuth authorization server.

  
Username

The user account used to authenticate to Concur.

  
Password

The password to authenticate the user to Concur.

  
Access Token

The access token for authenticated users to access protected resources on Concur services.

  

Advanced settings

Setting Description Example
Enable Double Buffering

Specifies whether the adapter retrieves Concur data using double-buffering. However, when double-buffering is enabled, the adapter might consume more memory and resources.

  
Use HTTPS Specifies whether the data source endpoints are encrypted using HTTPS.  
User Param The value to use for the user query parameter, when querying tables with endpoints that are under the /api/v3.0/expense endpoint group. all
Use Windows Proxy Settings Specifies whether to use the system proxy settings or not. To use custom proxy settings, you must disable this option. The value set for this option takes precedence over other proxy settings.  
Proxy Host The hostname or IP address of a proxy to route HTTP traffic through. 206.174.193.118
Proxy Port The TCP port the ProxyServer proxy is running on. 80
Proxy User The user name to authenticate to the ProxyServer proxy. user@domain
Proxy Password The password for the Proxy user to authenticate to the ProxyServer proxy.  

Data you can access in Concur

The Data Access window allows you to access a subset of the data in Concur. Data is available from the Concur APIs listed below.

Note

If an API is not listed below, you cannot access it using the Data Access window. For information about the data available from each endpoint, see the Concur API documentation.

Concur stores data in structures which do not follow the rules of data typing and structure that apply to traditional relational tables and columns. Therefore, the data needs to be mapped to a relational form. To achieve this, the connector maps the Concur data to an ODBC-compatible format.

Module API Endpoint
Common Lists
List Items
Locations
Expense Entries
Expense Form
Expense Group Configuration
Itemizations
Quick Expense
Reports
Insights Opportunities
Receipt Image Receipt Image
Travel Trips

Accessing expense data for multiple users

Note

To access expense data for multiple users, the Concur account that you use to connect to Concur must have the appropriate permissions.

If you need help with Concur account permissions, contact the Concur administrator in your company. If your administrator cannot help you, you or your administrator should contact Concur Support.

You can access data from the Expense module for multiple Concur accounts by setting the optional User Param field in the Advanced Options to All.

You can also enter the user name of a specific Concur user in this field to view expense data for an individual.