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Step-by-Step Instructions
Steps to get required configs
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What to do in Concur:
Navigate to Administration>Company>Authentication Admin page.
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Click OAuth 2.0 Application Management
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, which willopen the Application List page.
| Note |
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If you don’t see the OAuth 2.0 Application Management option, then you will need to contact Concur Client Web Services and request it to be enabled for your entity. (See Concur's documentation) |
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| Info |
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On the Application List page, is a list of previously created applications. Clicking the Client ID for an application opens the App Details page for that app. |
Click Create New App.
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Name the application and add a description
Add
refresh_tokenandpasswordto Allowed GrantsAdd
identity.user.core.read,identity.user.enterprise.read,spend.user.general.readto Allowed Scopes.Click Submit.
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This will make the App Credentials page
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appear:
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Copy the Client ID and Secret for later steps
Use the Client ID from step 8 and this Concur tool to generate a Company UUID and Company Request Token
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Setup Concur Application Integration on Zilla
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. Copy the UUID and Request Token so they can be added to Zilla
What to do in Zilla:
Login as an admin and then click
Add Applicationin the top right
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:
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A window with a search bar appears, type in
Concurin the search bar and hit enter.Concurapp entry will appear at the top of the list, clickAdd to Applicationsbutton to the right
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:
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Fill in the form with appropriate details and then click
Add to Applications
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:
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A detailed view of
Concurapplication appears. ClickSync nowin top right corner.
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Enable API Integration and fill in the mandatory fields
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. Client ID and Client Secret config details collected from the earlier steps
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:
Frequency: How often you want Zilla to pull accounts (recommend using Daily
Start Sync On: Date you want to start syncing (Generally will set it to be today’s date)
Your Domain: The datacenter URI used by your org. This is generally based on the region your concur environment is hosted on. Generally if you are based in the US, it will be us2.api.concursolutions.com or us1.api.concursolutions.com
Company UUID: Paste UUID obtained in step 9 of the What To Do In Concur Section Above
Company Request Token: Paste Token obtained in step 9 of the What To Do In Concur Section Above
Client ID: Paste Client ID obtained in step 8 of the What To Do In Concur Section Above
Client Secret: Paste Client Secret obtained in step 8 of the What To Do In Concur Section Above
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Click
Sync Now.Click
Nextand the sync will begin.
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In the next window that pops-up, click
Done.Sync summary window will pop-up, check and click
Close.
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