New Features and Enhancements in Concur - PSA Fall 2021

The following new features have been introduced in the Fall 2021 release of the Integration Hub Connector: Concur - PSA.

Concur to PSA Fields Mapping Using the Foundations Mapping Framework

From Fall 2021, the Integration Hub Connector: Concur - PSA uses the Foundations mapping framework to determine expense report and expense line mappings between objects and fields for PSA and Concur and vice-versa. The mandatory mappings are configured by default.

Use the Concur - PSA Configuration Lightning page to view default mappings, add new mappings, and overwrite default mappings instead of using the existing Feature Console mapping process in the Integration Hub.

For more information, see:

• Creating a New Field Mapping for Expenses and Expense Reports

Notes:

• To use the Concur - PSA Configuration Lightning page and Foundations Mapping component, you must have the IHC - Configure Mappings and FDN Core - Mapping permission sets assigned. Contact your administrator if you require these permission sets. For more information, see Permission Sets and Other Technical Documentation in the PSA Help.
• You must also assign permissions to the PSA Assignment, Expense, Expense Report, Project, and Resource objects and fields. Even if you do not assign object and field permissions for the PSA Assignment, Expense, Expense Report, Project, and Resource, you can still view the existing mappings while adding or editing the mappings, but you cannot select any objects and fields.

Enhancements to the Integration Hub Connector: Concur - PSA Feature in the Feature Console

We have enhanced the Integration Hub Connector: Concur - PSA feature in the Feature Console to introduce an optional step that allows you to directly create Foundations configuration items for custom Concur expense and expense report fields instead of creating through Custom Metadata Types.

We recommend that you first disable the Integration Hub Connector: Concur - PSA feature in the Feature Console and enable it again to benefit from the new features included in Fall 2021.

For more information, see:

• Upgrading Concur - PSA to Fall 2021
• Activating the Integration Hub Connector: Concur - PSA

Integration Hub Connector: Concur - PSA Getting Started Guide No Longer Supported

From Fall 2021, the Integration Hub Connector: Concur - PSA Getting Started Guide is no longer supported. The Integration Hub Connector: Concur - PSA documentation is now only available in the Integrations Help, rather than being delivered in a separate getting started guide PDF file.

Note: Documentation for earlier versions of the Integration Hub Connector: Concur - PSA Getting Started Guide is available on the FinancialForce Community.