Prepare Concur connector

The Concur connector retrieves information about expense, invoice, and expense reports data.

Prerequisites

A Concur account with the Admin permission.

Procedure

1. Sign in to your Concur instance: https://www.concursolutions.com/nui/ocstool

2. Select Create New App.

3. Fill all the required fields and add the following scopes:

   • identity.user.ids.read
   • identity.user.core.read
   • INVPMT
   • EXPRPT

4. Add password as an additional allowed grant and select Submit.

   A popup appears with Client ID and Client Secret values. Save Client ID and Client Secret to use later.

5. Navigate to Company Request Token page:

   1. In the App ID field insert the client ID value obtained in the previous step and click Submit.

      A popup appears with Company UUID and Company Request Token values. Save the Company UUID and Company Request Token values. This is required for the JWT authentication process.

6. Complete the process of obtaining a Company JWT on the Company Request Token page.

   1. Run the following cURL command and replace values in the <> with values obtained from the previous steps:

      curl --request POST \
      --url https://us2.api.concursolutions.com/oauth2/v0/token \
      --header 'content-type: application/x-www-form-urlencoded' \
      --data client_id=<CLIENT_ID> \
      --data client_secret=<CLIENT_SECRET> \
      --data grant_type=password \
      --data username=<COMPANY_UUID> \
      --data password=<COMPANY_REQUEST_TOKEN> \
      --data credtype=authtoken
      

   2. Validate with response:

      {
          "expires_in": 3600,
          "scope": "openid INVPMT EXPRPT identity.user.ids.read identity.user.core.read",
          "token_type": "Bearer",
          "access_token": "access_token",
          "refresh_token": "refresh_token",
          "refresh_expires_in": 1763889032,
          "geolocation": "https://us2.api.concursolutions.com",
          "id_token": "id_token"
      }
      

7. Store the refresh token from the response. You’ll need it later when setting up the connector.

note

To know more about refreshing the access token, see refreshing access token.

7. Follow the general procedure to Add connectors. Refer to the table below for information on which values from Concur correspond to the fields shown in Flexera One SaaS Management on Snow Atlas:

   Setting	Value from Concur
   Client ID	Enter the Identifier value you retrieved from Concur.
   Client secret	Enter the Secret value you retrieved from Concur.
   Refresh token	Enter refresh token.
   Expense type names (optional)	Enter your relevant expense type names (in comma separated format) to be considered when you pull relevant expenses data., Note: This is recomended action to avoid pulling unrelated expense data to software purchases.
   Aggregation time	Which time in the past you want data to be retrieved from Concur (for both invoices and expenses). This will be taken only into consideration at first connector run, next runs will consider last aggregation time.

The connector makes API calls to the vendor and retrieves data. For more information, see API calls and Data retrieved by the connector.