A few notes before we get started:
- You must have a Web Services Subscription to Concur (we will show you how to confirm it's set up below)
- The integration requires creating a new partner app in the Web Services section
- The integration does not make any changes in Concur, however the scopes allow you to grant permission to read and write
Step 1: Confirm Web Services Subscription
In the upper right hand corner click Administration > Company > Web Services. If you don't see Web Services, please reach out to Intello support.
Step 2: Create a new Partner Application
From the Web Services page click on the New button
Fill out the name of the application (ie. Intello) and description (Ie. Intello Integration)
Select the following permissions:
- Expense Report (Credit Card + Employee Banking)
- Payment Batch
Scroll down to the Application Authorization
Head to Intello and copy those credentials into Intello:
After you enter the credentials hit Submit. It can take up to 24 hours for your SaaS spend to sync. We will send you an email when your data is live in the dashboard.