Configuring the Integration Hub Connector: Concur - PSA Custom Setting Fields

Most of the setup for the connector is done via the Integration Hub Connector: Concur - PSA custom setting in PSA. Depending on your requirements, you might not need to perform all the steps. For a full description of the available fields, see Integration Hub Connector: Concur - PSA Custom Setting.

Note:

If you edit any of the custom setting fields after activating the connector, you must deactivate the relevant workflows via the Feature Console and activate them again.

Warning:

In some cases, the label of a field in Concur doesn't match its name. This might cause the connector to fail. To retrieve the name of a field in Concur, especially for list and linked list fields, do one of the following:

  • Access the Configuration Report in Concur.
  • Retrieve the information via the Concur API. See the SAP Concur Developer Center to view the API documentation.
  • Contact the Concur Support team.

To configure the Integration Hub Connector: Concur - PSA custom setting fields:

  1. From Setup, click Custom Code | Custom Settings.
  2. Next to Integration Hub Connector: Concur - PSA, click Manage.

  3. Click New.

    Warning:

    You must create the custom setting record with the org access level. For more information on creating custom settings records, see the Salesforce Help.

  4. If necessary, change the value of the Approval Status field. This is the status of Concur expense reports that are eligible to be sent to PSA.

  5. If necessary, change the value of Concur Filter By Billable Expenses Field. This determines which expenses of an eligible Concur expense report are sent to PSA. You can enter one of the following:

    • None (the default) - all eligible expenses, regardless of the values of the IsBillable and IsPersonal fields.
    • IsBillable - only expenses with this field set to True, as defined in Expense Report Billable Mapping, are sent to PSA.
    • IsPersonal - expenses with this field set to True are not sent to PSA.
    • IsBillable,IsPersonal - combination of the previous two options.
    Note:

    The connector doesn't support custom filters.

  6. If necessary, change the value of the Concur Field for Expense Billable Type field. This is the Concur field that determines whether an expense has the Billable field selected in PSA.
  7. If necessary, change the value of the Concur Field for PSA Project field. If you want to sync both project and project manager information, enter PSA Project-Project Manager. If you created the custom field in Concur with a different name, enter the name of your custom field, for example, Project.
  8. If necessary, change the value of the Concur Field for PSA Resource-Assignment field. This is the name of the Concur linked list for PSA resources and assignments. If you created the custom multi-level list in Concur with a different name, enter the name of your custom list, for example, Resource-Assignment.
  9. If necessary, change the value of the Expense Report Billable Mapping field. This determines the value of the Is Billable? picklist in Concur needed to set the Billable checkbox in PSA to True. For example, if you want expenses with your custom picklist value of "Billable" to have the Billable field selected in PSA, enter Billable:true.
  10. If necessary, change the value of the Expense Report Status Mapping field. This determines the status in which PSA expense reports are created from Concur. The first part of the value must be the same as the Approval Status field (that is the Concur status). The second part should be an existing PSA expense report status. If the status doesn't exist in PSA, it is automatically created when the first expense report syncs.
  11. If you want to synchronize project manager information to Concur, select Sync Project Managers.
  12. Click Save.

The custom setting record is now properly created and configured.