Mapping Default Records for PSA Direct for Concur Expense Fields

Here is a list of the default mappings provided out-of-the-box in the PSA Direct for Concur Expense connector.

Note: Not all mappings are visible when you map PSA to Concur fields or Concur to PSA fields through the Custom Metadata Types or from the PSA Direct for Concur Expense Mappings Lightning page.

A list of the default mappings for Concur Expense Report to PSA Expense Report.

Field Lv1(Reports v3) Field Lv2 Shipped Field ID Metadata Visible? Concur Type Managed Mapping Mapping Can be Overridden? Data Transformation Table
expense_rpt         N/A    
  LastComment   No string pse__Description__c Yes  
  ApprovalStatusCode   No string pse__Status__c Yes Concur to PSA Approval Status Mapping
  ApprovalStatusCode   No string pse__Include_in_financials__c Yes Concur to PSA Include In Financials Mapping
  ApprovalStatusCode   No string pse__Submitted__c Yes Concur Approval Status Code to PSA Submitted Mapping
  ID   No string psac__Concur_Correlation_Id__c No  
  Report Name   No string Name No  
Field Lv1(Reports v3) Field Lv2 Field Lv3 Shipped Field ID Metadata Visible? Concur Type Managed Mapping Mapping Can be Overridden? Data Transformation Table
  Custom [N] > Code     No string pse__Resource__c Yes  
  Custom [N] > Code     No string pse__Assignment__c Yes  
  Custom [N] > Code     No string pse__Project__c Yes  

A list of the default mappings for Concur Expense Line to PSA Expense Line.

Field Lv1(Reports v3) Field Lv2 Field Lv3 Shipped Field ID Metadata Visible? Concur Type Managed Mapping Mapping Can be Overridden? Data Transformation Table
Items           N/A    
  TransactionAmount value   No number pse__Amount__c Yes  
  Approved     No string pse__Approved__c Yes  
  IsBillable     No string pse__Billable__c Yes  
  Description     No string pse__Description__c Yes  
  includeInFinancials     No string pse__Include_In_Financials__c Yes  
  IsPersonal     No boolean pse__Non_Reimbursible__c Yes  
  ReportName     No number pse__Expense_Report__c Yes  
  ApprovalStatusCode     No string pse__Status__c Yes  
  submitted     No boolean pse__Submitted__c Yes  
  TransactionDate     No Date pse__Expense_Date__c Yes  
  Expense Type Code     No string pse__Type__c Yes Concur to PSA Expense Type Mapping
Field Lv1(Reports v3) Field Lv2 Field Lv3 Shipped Field ID Metadata Visible? Concur Type Managed Mapping Mapping Can be Overridden? Data Transformation Table
  Custom [N] > Code     No string pse__Resource__c Yes  
  Custom [N] > Code     No string pse__Assignment__c Yes  
  Custom [N] > Code     No string pse__Project__c Yes  
Field Lv1(Reports v3) Field Lv2 Field Lv3 Shipped Field ID Metadata Visible? Concur Type Managed Mapping
Items           N/A
  Expense Report Currency Code   No string CurrencyIsoCode Yes
  PostAmount     No number pse__Amount
Field Lv1(Reports v3) Field Lv2 Field Lv3 Shipped Field ID Metadata Visible? Concur Type Managed Mapping Field Lv1(Reports v3)
Static              
  TRUE     No   Override Rate (Incurred Currency)  
Items           N/A  
  Inverted Exchange Rate     No number Exchange Rate (Incurred Currency)  

A list of the default mappings for PSA Project to Concur.

Source Field Metadata Visible? Concur Type Managed Mapping Mapping Can be Overridden?
Project Name No String Name Yes

A list of the default mappings for PSA Resource to Concur.

Source Field Metadata Visible? Concur Type Managed Mapping Mapping Can be Overridden?
Full Name No String Name Yes

A list of the default mappings for PSA Assignment to Concur.

Source Field Metadata Visible? Concur Type Managed Mapping Mapping Can be Overridden?
Assignment Name No String Name Yes