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Overview

This document provides instructions on how to connect to an API to import data from this application into your instance of Zilla.

In this guide, you will:

  1. Launch your application from inside Zilla

  2. Set up an API configuration

  3. Send your data securely to Zilla

Step-by-Step Instructions

What to do in Concur:

  1. Navigate to Administration>Company>Authentication Admin page.

app-manage-tool-01-20240411-054304.png

  1. Click OAuth 2.0 Application Management, which will open the Application List page.

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 https://preview.developer.concur.com/api-reference/authentication/oauth2-app-mgmt-tool.html#:~:text=The%20OAuth%202.0%20Application%20Management,create%20OAuth%202.0%20compliant%20applications.)

app-manage-tool-02-20240411-055049.png

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.

  1. Click Create New App.

  2. Name the application and add a description

  3. Add refresh_token and password to Allowed Grants

  4. Add identity.user.core.read , identity.user.enterprise.read , spend.user.general.read to Allowed Scopes.

  5. Click Submit. This will make the App Credentials page appear:

company-refresh-tool-04-20240411-093325.png

  1. Copy the Client ID and Secret for later steps

  2. Use the Client ID from step 8 and this Concur tool to generate a Company UUID and Company Request Token. Copy the UUID and Request Token so they can be added to Zilla

What to do in Zilla:

  1. Login as an admin and then click Add Application in the top right:

image-20240820-194811.png

  1. A window with a search bar appears, type in Concur in the search bar and hit enter. Concur app entry will appear at the top of the list, click Add to Applications button to the right:

image-20240411-130107.png

  1. Fill in the form with appropriate details and then click Add to Applications:

image-20240411-130344.png

  

  1. A detailed view of Concur application appears. Click Sync now in top right corner.

image-20240411-131120.png

 

  1. Enable API Integration and fill in the mandatory fields. Client ID and Client Secret config details collected from the earlier steps:

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

image-20240613-065318.png

  1. Click Sync Now.

  2. Click Next and the sync will begin.

image-20240411-131940.png

 

  • In the next window that pops-up, click Done.

  • Sync summary window will pop-up, check and click Close.

To sync data we recommend using the API method. However, you may also sync data with our Browser Extension, follow instructions here: Concur .

When you have finished with all the steps above, review the information in Zilla that was synced.

Having trouble? Try our Troubleshooting articles or contact support@zillasecurity.com.

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