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SAP Concur

Setup Guide

Follow these steps to connect SAP Concur to your CData Virtuality account:

  1. In the Web UI, open the Sources page:

    Sources1.png

  2. Type SAP Concur into the search field, then click the data source button:

    Screenshot from 2024-09-05 18-48-07.png

  3. On the Basic Settings tab of the new connection, enter a connection name or keep the default name.

  4. Create a custom OAuth application in SAP Concur.

    • You may need to contact your Partner Enablement Manger or Partner Account Manager for SAP Concur for this step.

    • Once the application is created, copy down your clientId and clientSecret.

  5. In CData Connect, select a region.

  6. Choose an Auth Scheme.

    • If you choose OAuth, enter the following information.

      • OAuth Client Id—your clientId from the custom OAuth application.

      • OAuth Client Secret—your clientSecret from the custom OAuth application.

    • If you choose OAuthPassword, enter the following information.

      • Username—the SAP Concur username for authentication.

      • Password—the user password.

      • OAuth Client Id—enter your clientId from the custom OAuth application.

      • OAuth Client Secret—enter your clientSecret from the custom OAuth application.

    • If you choose CompanyLevelAuth, enter the following information.

      • CompanyId—enter the unique identifier for your company.

      • Company Request Token—enter your company request token. To obtain one, use the Company Request Token tool, or contact SAP Concur support.

      • OAuth Client Id—your clientId from the custom OAuth application.

      • OAuth Client Secret—your clientSecret from the custom OAuth application.

  7. Click Sign in to connect securely through OAuth. This action opens the SAP Concur sign-in page in a new tab.

  8. Log into your SAP Concur account and provide the requested permissions (if applicable).

  9. At the top of the CData Connect Add SAP Concur Connection page, click Save & Test.

    • If the connection test succeeds, a message indicates that your connection has been created.

    • If the connection test fails, ensure that you entered your login information correctly with no stray spaces or other characters. Then, try again.

More Information

For more details on the SAP Concur driver, see this information page.

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