IHC Mappings Concur to PSA Default Records

Here is a list of the default mappings provided out-of-the-box in the Integration Hub Connector: Concur - PSA.

IHC Mappings Concur to PSA Default Records
Label VDR Name VDR Key PSA Object PSA Field Third Party Application Third Party Application Object Third Party Application Field
ConcurItem Id ConcurItem Id     Concur items ID
ConcurItem Level1Code ConcurItem Level1Code     Concur items Level1Code
ConcurItem Level2Code ConcurItem Level2Code     Concur items Level2Code
ConcurItem ListId ConcurItem ListId     Concur items ListID
ConcurItem Name ConcurItem Name     Concur items Name
PSAAssignment Billable PSAAssignment Billable pse__Assignment__c pse__Is_Billable__c      
PSAAssignment Id PSAAssignment Id pse__Assignment__c Id      
PSAAssignment Name PSAAssignment Name pse__Assignment__c Name      
PSAAssignment Resource PSAAssignment Resource pse__Assignment__c pse__Resource__c      
PSAAssignment SendToThirdPartyExpensesAp PSAAssignment SendToThirdPartyExpensesApplication pse__Assignment__c pse__Send_to_Third_Party_Expenses_Application__c      
PSAAssignment ThirdPartyExpensesAppCorre PSAAssignment ThirdPartyExpensesAppCorrelationId pse__Assignment__c pse__Third_Party_Expenses_App_Correlation_ID__c      
PSAExpenseReport ApprovalStatus PSAExpenseReport ApprovalStatus pse__Expense_Report__c pse__Status__c Concur reports ApprovalStatusName
PSAExpenseReport Approved PSAExpenseReport Approved pse__Expense_Report__c pse__Approved__c      
PSAExpenseReport AssignmentId PSAExpenseReport AssignmentId pse__Expense_Report__c pse__Assignment__c      
PSAExpenseReport Billable PSAExpenseReport Billable pse__Expense_Report__c pse__Billable__c      
PSAExpenseReport Currency PSAExpenseReport Currency     Concur reports CurrencyCode
PSAExpenseReport Id PSAExpenseReport Id pse__Expense_Report__c Id Concur reports ID
PSAExpenseReport IncludeInFinancials PSAExpenseReport IncludeInFinancials pse__Expense_Report__c pse__Include_In_Financials__c      
PSAExpenseReport Name PSAExpenseReport Name pse__Expense_Report__c Name Concur reports Name
PSAExpenseReport ProjectId PSAExpenseReport ProjectId pse__Expense_Report__c pse__Project__c      
PSAExpenseReport ResourceId PSAExpenseReport ResourceId pse__Expense_Report__c pse__Resource__c      
PSAExpenseReport Submitted PSAExpenseReport Submitted pse__Expense_Report__c pse__Submitted__c      
PSAExpenseReport ThirdPartyExpensesAppRe PSAExpenseReport ThirdPartyExpensesAppReportId pse__Expense_Report__c pse__Third_Party_Expenses_App_Report_ID__c      
PSAExpense Amount PSAExpense Amount pse__Expense__c pse__Amount__c Concur expenses ApprovedAmount
PSAExpense Approved PSAExpense Approved pse__Expense__c pse__Approved__c      
PSAExpense AssignmentId PSAExpense AssignmentId pse__Expense__c pse__Assignment__c      
PSAExpense Billable PSAExpense Billable pse__Expense__c pse__Billable__c      
PSAExpense Currency PSAExpense Currency pse__Expense__c CurrencyIsoCode      
PSAExpense Description PSAExpense Description pse__Expense__c pse__Description__c Concur expenses Description
PSAExpense ExpenseCategory PSAExpense ExpenseCategory     Concur expenses SpendCategoryName
PSAExpense ExpenseType PSAExpense ExpenseType pse__Expense__c pse__Type__c Concur expenses ExpenseTypeName
PSAExpense Id PSAExpense Id pse__Expense__c Id Concur expenses ID
PSAExpense IncludeInFinancials PSAExpense IncludeInFinancials pse__Expense__c pse__Include_In_Financials__c      
PSAExpense NonReimbursable PSAExpense NonReimbursable pse__Expense__c pse__Non_Reimbursible__c Concur expenses IsPersonal
PSAExpense ProjectId PSAExpense ProjectId pse__Expense__c pse__Project__c      
PSAExpense ReportId PSAExpense ReportId pse__Expense__c pse__Expense_Report__c Concur expenses ReportID
PSAExpense ReportName PSAExpense ReportName pse__Expense__c pse__Expense_Report__r.Name      
PSAExpense ResourceId PSAExpense ResourceId pse__Expense__c pse__Resource__c      
PSAExpense Status PSAExpense Status pse__Expense__c pse__Status__c      
PSAExpense Submitted PSAExpense Submitted pse__Expense__c pse__Submitted__c      
PSAExpense ThirdPartyExpensesAppExpenseI PSAExpense ThirdPartyExpensesAppExpenseId pse__Expense__c pse__Third_Party_Expenses_App_Expense_ID__c      
PSAExpense TransactionDate PSAExpense TransactionDate pse__Expense__c pse__Expense_Date__c Concur expenses TransactionDate
PSAProject Billable PSAProject Billable pse__Proj__c pse__Is_Billable__c      
PSAProject Id PSAProject Id pse__Proj__c Id      
PSAProject Name PSAProject Name pse__Proj__c Name      
PSAProject ProjectManager PSAProject ProjectManager pse__Proj__c pse__Project_Manager__r.Email      
PSAProject SendToThirdPartyExpensesAppli PSAProject SendToThirdPartyExpensesApplication pse__Proj__c pse__Send_to_Third_Party_Expenses_Application__c      
PSAResource Id PSAResource Id Contact Id      
PSAResource Name PSAResource Name Contact Name      
PSAResource SendToThirdPartyExpensesAppl PSAResource SendToThirdPartyExpensesApplication Contact pse__Send_to_Third_Party_Expenses_Application__c      
Note:

The following PSA Expense and PSA Expense Report fields are only available to you when you create or edit Concur - PSA Mappings via Custom Metadata Types. They are not available on the Concur - PSA Configuration Lightning page.

  • PSAExpense

    • AssignmentId
    • Id
    • ProjectId
    • ReportId
    • ResourceId
    • CurrencyIsoCode
    • Type
    • ThirdPartyExpensesAppExpenseId
  • PSAExpenseReport

    • AssignmentId
    • Id
    • ProjectId
    • ResourceId
    • ThirdPartyExpensesAppReportId
  • Expenses

    • SpendCategoryName
  • Reports

    • Currencycode