Thank you for your interest in an App Center Partnership to develop an ERP integration between Concur’s products and your chosen ERP brand. The App Center Certification Program requires each desired ERP Brand to be certified. The certified application must support the Expense & Invoice products for both of Concur’s Editions (Standard + Professional Edition). Unless noted as Optional all portions are required.

Learn

Use the following resources to get familiar with the Concur product and then submit expense reports or invoices in your own sandbox. This will better position you to conduct end-to-end testing and be able to correlate a User’s experience to what you obtain via the APIs.

  • Shared Technical Services Videos at http://www.concurtraining.com/prdeployment/sts - The videos found here will help you understand the unique types of transactions that can occur in the Expense product and their resulting impacts on the financial picture in the extract file.

Phased Development Approaches

We recognize there is a likelihood of certifying the following in a phased approach. We will provide guidance on which segments can be phased together. Regardless of the phase that is pursued, both Standard & Professional Editions must be supported with each phase. You cannot go to production with support for only one of the Edition types since your sales team will not know which Edition type a prospect uses.

Phase 1 Phase 2
Quick Connect Manage lists of Cost Object codes (Basic + Advanced)
Company Profile Add and update Vendor data (Basic + Advanced)
Financial posting via Extract Send Purchase Order data to Concur (Advanced)
- Send Purchase Order Receipt data to Concur (Advanced)

Integration

Quick Connect

Quick Connect Scope for Enterprise Apps

Quick Connect describes the process customers use to connect their Concur site with an App Center Partner’s Enterprise application. See the separate Quick Connect scope document for details to guide you through the development of this required piece to your certified application.

Company Profile

Profile Company API v1 ERP Integration

Financial posting via Extract

Professional Edition: Typical code flow is listed in the Extracts v1 API ERP Integration.

Standard Edition: Typical code flow is listed in the Payment Batches v1 API ERP Integration

Differences exist between Standard & Professional in regards to how the client code obtains the data / extract file so it is important to first determine the Edition Type as noted in the Company Profile section.

The integration is slightly different depending on Expense or Invoice.

  • Expense: Standard Accounting Extract
  • Invoice: Payment Requests Accounting Extract

Manage lists of Cost Object codes

List Item v3 API

The integration is different depending on Expense or Invoice:

  • Invoice: Required Use of the List API is required for the Invoice integration (e.g. for the custom list values that are part of the Vendor Master records).

  • Expense: Optional Use of the List API is not required for the Expense integration at this time.

The List API should be executed in an asynchronous manner. Here are two documents that illustrates asynchronous execution:

Add and update Vendor data

Vendor v3 API

Invoice Only: Required for the basic integration and Required for the advanced integration.

Send Purchase Order data to Concur

Purchase Order v3 API

Invoice Only: Optional for the basic integration and Required for the advanced integration.

Send Purchase Order Receipt data to Concur

Purchase Order v3 API Receipt Schema

Invoice Only: Optional for the basic integration and Required for the advanced integration.