A note 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)
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: Email Concur Support
Email your Concur support rep asking for your Web Service credentials and include the email addresses that should receive the credentials. Confirm that you do not need a consulting call and just need to receive the credentials.
A sample email:
I would like to enable API access to my Concur instance.
Can you please send me the web services credentials. I do not need a consulting call, only the credentials themselves.
Your Concur rep will then email you those credentials. Note: Concur has a policy to not email the credentials to anyone outside of your organization.
Step 3: Copy Credentials into Intello:
Head to Intello - link and copy the credentials into Intello:
Please copy the following into Intello:
Client ID from the Concur doc to Intello's Client ID
Secret ID from the Concur doc Intello's Client Secret
Username from the Concur doc to Intello's Username
Password from the Concur doc to Intello's Password
Region: this should match the region in the Authorization URL in Concur and be one of US, CN, or EMEA
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.
Here are the following scopes required by the integration:
EXPRPT - allows Intello to read all expense reports and discover all Software Expenses.
users.read - allows Intello to read all your users in Concur to report on who is charging expenses
INVPMT - if you use Concur Purchase Request Module allows Intello to read all purchase requests.