Adding Concur Custom Fields to the Concur - PSA Configuration Lightning Page

To add Concur custom fields to the Concur - PSA Configuration Lightning page:

1. Follow Step 11 of the Feature Console to create two Foundations configuration items for custom Concur expense and expense report fields. For more information, see Activating the Integration Hub Connector: Concur - PSA.
2. From Setup, click Custom Code | Custom Metadata Types.
3. Next to Foundations Configuration Items, click Manage Records. A list of existing configuration items displays.
4. Next to Concur Expense Custom Fields and Concur Expense Report Custom Fields, click Edit.
5. Enter the mappings to define the Large Data field.
6. The Large Data field contains a JSON structure that defines the mappings. For example, ConcurExpense1, Expense2, Reports3. For more information, see Concur - PSA and Expense Report Value Mappings Foundations Configuration Item Fields.
7. Leave Enabled as selected.
8. Click Save. The record is now saved and is used after you refresh the Concur - PSA Configuration Lightning page.

Notes:

• If you remove any picklist field that is mapped to a key from the Large Data field, then this picklist field would still be visible in the Concur - PSA Configuration Lightning page until you manually edit and change the picklist field.
• If the picklist field value is used in a mapping that is pushed to the Integration Hub, then the mapping remains valid until you push the new picklist field value.
• If you change any mappings after activating the connector, you must disable the Sync Expense Reports from Concur to PSA workflow using Feature Console and enable it again to apply the changes.