Setting up the Integration Hub Connector: Concur - PSA

Before you can activate the connector via the Feature Console in PSA, you must do the following:

  1. Configure the required custom fields in Concur. For more information, see Configuring Custom Fields in Concur.
  2. Configure several fields in the Integration Hub Connector: Concur - PSA custom setting in PSA. For more information, see Configuring the Integration Hub Connector: Concur - PSA Custom Setting Fields.
  3. [Optional] Add the connector fields to the appropriate page layouts of the Assignment, Contact, and Project objects in PSA. For more information, see Customizing the Page Layouts for Concur - PSA.