Deployment Guide - SAP Concur to SAP Business One Expense Entry
Installing The Saltbox App In Concur and Getting Authorization Token
Log in to your Concur Portal as Administrator.
Go to the App Centre, as shown below and search for "Saltbox"
Click the connect option on the right-hand side of the page and agree to the Terms and Conditions.
A new pop-up window opens.
On this page, confirm you have a Saltbox Subscription and an active account, then press the Generate Code button.
Important: Make a note of the Code. You will need to enter this in Saltbox to complete the Integration setup.
Setting Up The Project and Connections in Saltbox
In Saltbox, Create a New Project.
From the Project Settings page choose import a project.
Choose the source as Import from Template.
Select the template "Concur Expenses to SAP Business One".
Select "Import".
Go to the connection configs and enter the details of the Concur connection as per below.
Use your auth code provided by Concur above.
Also, note the "us2" part of the URL may need adjusting if you are using a different Concur portal region.
On the SAP B1 Connection config, enter the details of the SAP Business One System you are connecting to.
Now you can test the two workflows.
"Get Approved Expense Reports from Concur" gets approved expenses from Concur and posts them as an AP Invoice In SAP Business One.
"Outgoing Payments from SAP Business One" Workflow will update the expense as paid in Concur once an outgoing payment is made in SAP Business One.
Please Schedule these workflows for automated runs as required.