Customizing Concur - PSA Mappings

The mappings used by the connector are defined as records of the following custom metadata types:

  • Concur Expense Type Mapping
  • IHC Mapping Concur to PSA

The Integration Hub Connector: Concur - PSA provides default mappings that can be used out-of-the-box. Depending on your requirements, you can modify existing or create new mappings. For a full list of default mappings, see the following:

Notes:
  • When creating or changing mappings, make sure to map PSA fields to Concur fields of the same type. For example, you must map a Boolean PSA field (checkbox or formula field) to a Boolean field in Concur.
  • Once you activate the Integration Hub Connector: Concur - PSA via the Feature Console, the customized mappings become active. If you already activated the connector before editing the mappings, you need to revert the Push the keys and mappings step in the Feature Console and perform it again. If you create or change a Concur expense type mapping, you must also revert the step for enabling the Sync Expense Reports from Concur to PSA workflow and perform it again.
Warning 1:

If PSA – Accounting Connector is installed in your org, you must ensure that each Concur expense type mapping has an equivalent expense type GLA mapping. This enables PSA – Accounting Connector to automatically populate the Expense GLA Code field for expense records. If an expense type GLA mapping is not configured for an expense type, the expense report cannot be approved. For more information, see Creating Expense Type GLA Mappings.

Warning 2:

The following mappings are required for the connector to work properly. You must not change or delete them.

  • ConcurItem

    • Id
    • Level1Code
    • Level2Code
    • ListId

  • PSAAssignment

    • Id
    • Resource

  • PSAExpense

    • AssignmentId
    • Id
    • ProjectId
    • ReportId
    • ResourceId

  • PSAExpenseReport

    • AssignmentId
    • Id
    • ProjectId
    • ResourceId

  • PSAProject

    • Id

  • PSAResource

    • Id

For steps on how to create, edit, or delete mappings, see the following: