Integration Hub Connector: Concur - PSA Custom Setting
Use these custom setting fields to configure the Integration Hub Connector: Concur - PSA. For more information about the connector, see Integration Hub Connector: Concur - PSA.
Field |
Description |
Related Workflows |
---|---|---|
Allow Deletion of Assignments |
Indicates that assignments are deleted in Concur when they are deleted in PSA. |
Delete Projects and Assignments in Concur |
Allow Deletion of Projects |
Indicates that projects can be deleted when they are deleted in PSA. |
Delete Projects and Assignments in Concur |
Approval Status |
Concur status that makes an expense report eligible to be sent to PSA. The default value is "Approved". |
Sync Expense Reports from Concur to PSA |
Assignments Synced |
Indicates whether the initial sync of assignments has been performed. |
Initial Synchronization of Projects, Resources, and Assignments |
Concur API URL Suffix |
API suffix automatically appended to the Concur API URL Prefix entered when you authenticate a Concur user to the Integration Hub using the Feature Console. The default value is /api/v3.0 |
N/A |
Concur field for Expense Billable Type |
Name of the custom Concur field used to populate the Is Billable field in PSA. The default value is Is Billable? |
Sync Expense Reports from Concur to PSA |
Concur field for PSA Project |
Name of the Concur custom field used for PSA projects. If you want to sync project manager information along with the project, enter the name of the multi-level list in Concur, for example, PSA Project-Project Manager. The default value is PSA Project. |
Sync Projects from PSA to Concur |
Concur field for PSA Resource-Assignment |
Name of the Concur field used for the PSA resource-assignment linked list. The default value is PSA Resource-PSA Assignment. |
Sync Resources from PSA to Concur Sync Assignments from PSA to Concur |
Concur Filter by Billable Expenses Field |
Name of the Concur field used to filter expenses to be sent to PSA. The possible values are:
|
Sync Expense Reports from Concur to PSA |
Delete Workflow Name |
Name of the workflow in the Integration Hub used for deleting PSA project and assignment records in Concur. |
Delete Projects and Assignments in Concur |
The alternative email address that error notifications are sent to if an error occurs when syncing expenses and expense reports from Concur. This field is only used if the email of the Concur user who created the expense report cannot be retrieved. |
Sync Expense Reports from Concur to PSA | |
Expense Report Billable Mapping |
Maps the value of the Is Billable? field in Concur to the value of the Billable field in PSA. The default value is Yes:true which creates billable expense in PSA when "Yes" is selected for the Is Billable? field in Concur. |
Sync Expense Reports from Concur to PSA |
Expense Report Status Mapping |
Maps the value of the Approval Status field for Concur expense reports to a PSA expense reports status. The default mapping is Approved:Approved. |
Sync Expense Reports from Concur to PSA |
Expenses Sync Workflow Name |
Name of the workflow in the Integration Hub that is used to sync Expense Reports from Concur to PSA. |
Sync Expense Reports from Concur to PSA |
Initial Sync Chunk Size |
Maximum number of projects, resources, and assignments that are synced in a single initial synchronization chunk. An additional chunk is created each time this limit is reached. The default is 2000. |
Initial Synchronization of Projects, Resources, and Assignments |
Initial Sync Workflow Name |
Name of the workflow in the Integration Hub that is used to perform the initial sync of projects, resources, and assignments from PSA to Concur. |
Initial Synchronization of Projects, Resources, and Assignments |
Project Workflow Name |
Name of the workflow in the Integration Hub that is used to synchronize projects from PSA to Concur. |
Sync Projects from PSA to Concur |
Projects Synced |
Indicates whether the initial sync of projects has been performed. |
Initial Synchronization of Projects, Resources, and Assignments |
Resource-Assignment Sync Workflow Name |
Name of the workflow in the Integration Hub that is used to sync resources and assignments from PSA to Concur. |
Sync Resources from PSA to Concur Sync Assignments from PSA to Concur |
Resources Synced |
Indicates whether the initial sync of resources has been performed. |
Initial Synchronization of Projects, Resources, and Assignments |
Sync Project Managers | Determines whether project manager information is synced to Concur with the PSA project. | Sync Projects from PSA to Concur |