Create a Torii application in Concur

To connect Concur to Torii, please follow these steps:

1. Go to your Concur portal. Under the Administration drop down (upper right-hand corner), click Company -> Web Services.
   
2. Register an application with SAP Concur by contacting your Concur's Partner Enablement Manager or Partner Account Manager.
3. The required scopes are: receipts.read, user.read, company.read, creditcardaccount.read, expense.report.read, purchaserequest.read, user_read, EXPRPT, CCARD, BANK, EXTRCT, FOP, GHOST, INVPMT, INVVEN, USER, COMPANY

4. Once you have registered an application, you will receive:

   • Client ID - A unique UUID4 identifier for your application.

   • Client Secret - Your application’s password.

   • Base URI - The Base URI (also known as the Instance URL) is the domain where the SAP Concur entity resides.

     • For example, https://us.api.concursolutions.com.

     • There will be a different domain for each of the following locations - North America data center, EMEA data center, China data center, and PSCC data center. For more information click here.

   • Username and password - A Concur username and password, of a user who has a Web Services Admin role or Proxy Logon role.

   
   If under the Administration -> Company you do not see Web Services in the list, you have one of the two options:

• Please reach out to Concur support/Partner Enablement Manager to get this feature enabled (based on your current subscription, this feature may be an additional Concur cost).

• Export transactions (CSV file) from Concur and import them into Torii.

Connect Concur integration to Torii

1. Go to the Integrations page and select the Concur tile

   

2. Click Connect to Concur

   

3. Enter the Client ID, Client Secret, Base URI


4. Select a preferred Authentication Type (this affects what data you input in the next two fields)

   • User Level Authentication - Fill in your Username & Password
   • Company Level Authentication - Fill in your Company UUID and company request token
     • You can learn how to find these here or in the Concur documentation.

5. Click Connect

6. Once the integration is connected and synced, it will display a green checkbox.
   

    

Finding your Company UUID and Company request token

• Go to your Concur portal. Click Administration > Company > Authentication Admin. The Authentication Administration page appears.

• Click Company Request Token. The admin Company Request Tokens page appears.

• In the App ID field, type the App ID or Client ID.

  NOTE: Clients can obtain a App ID or Client ID through one of the following methods:

  • Clients with Client Web Services who have requested access to the self-service tool for application management can generate a Client ID using the OAuth 2.0 Application Management tool.
  • Clients who are using an integration between SAP Concur and another SAP product can get the App ID from the respective integration setup guide.
  • Clients who do not have Client Web Services or an SAP cross-product integration can contact SAP Concur support to obtain an App ID as needed.

• Click Submit. The Company Request Token Successfully Created dialog appears, displaying the Company UUID and the Company Request Token. Before clicking OK, record the Company UUID and the Company Request Token
  
  

Q&A

Q: I am interested in expense data that is older than what Torii brings in from this integration. Is there a way to get more than one year of data synced into Torii?

A: While we we only sync a year of expense data upon connection of this integration in Torii by default, we can bring in data from any time point. If you are interested in getting data from an expanded time frame, please contact Torii's support team and we will be happy to help you with this. Please note, syncing data for a lengthy time period can bring back a lot of data, which can take a significant amount of time to sync (up to a several days, depending on the period of time back you are interested in).