4.9

Concur integrations and automations

Why you should automate with Concur

Automate procure to pay
  • Automate procure to pay
  • Track travel and expenses
  • Manage purchase orders
  • Provision resources

  • Why these integrations and automations matter:

    Keep your supply chain running smoothly by using software integrations to iron out the bumps in your procure-to-pay process. Automate key tasks to handle invoices and payments effortlessly.

  • Link procurement orders

    Integrate Concur with an ERP like NetSuite or Sage Intacct to sync order details across platforms. Any changes you make to the order will update across your platforms, so the details on your invoices always match your vendor bills.

  • Sync vendors

    Make sure you have access to up-to-date information about your vendors by syncing supplier records in Concur and your ERP. The integration will automatically generate or update vendor records in one application to match the other.

  • Automate payments

    Integrate Concur with a billing system like Zuora or Bill.com to pay vendor bills as soon as they’re received in Concur and approved by the right person.

Do everything in one place

Customize your Concur integration with the following triggers and actions.

Triggers

When this happens…

Concur
  • New expense report submission
    New expense report submission in Concur
  • New expense report
    New expense report in Concur
  • New or updated invoice
    New or updated invoice in Concur
  • New or updated expense report
    New or updated expense report in Concur

    • Any other trigger you can think up

Actions

Do this…

Concur
  • Custom action
    Custom action in Concur (Custom)
  • Upload receipt image
    Upload receipt image in Concur
  • Create list item
    Create list item in Concur
  • Create vendors
    Create vendors in Concur
  • Delete list item
    Delete list item in Concur
  • Get all attendee types
    Get all attendee types in Concur
  • Get all expense group configurations
    Get all expense group configurations in Concur
  • Get all expense types
    Get all expense types in Concur
  • Get all lists
    Get all lists in Concur
  • Get all payment types
    Get all payment types in Concur
  • Get entry image URL
    Get entry image URL in Concur
  • Get expense report details
    Get expense report details by report ID in Concur
  • Get invoice details
    Get invoice by ID in Concur
  • Get list items
    Get list items from Concur
  • Submit expense report through a workflow
    Submit expense report through a workflow in Concur
  • Search expense reports
    Search expense reports in Concur
  • Search vendors
    Search vendors in Concur
  • Update vendors
    Update vendors in Concur

    • Any other action you can think up

Let us tailor your Concur integrations

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Related Solutions & Content

About Concur Integrations

Making money is the hard part – spending it should be easy. SAP Concur is an expense management service that lets your business effortlessly track travel, expenses, and invoices. Concur can help your business take control of its expenses and increase its efficiency.

How you can integrate Concur

  • Speed up the accounts payable process, from invoice capture to payment.
  • Let employees book travel while staying in compliance with company policies.
  • Build efficiency and control spend with fast and accurate expense reporting.
  • Blog Article

    Accounts Payable Automation: What It Is and How You Can Implement It

    Workato’s Response to COVID-19: Why Digital Tools Are Important
  • Blog Article

    Procure-to-Pay Automation: What It is and How to Implement It

    Workato’s Response to COVID-19: Why Digital Tools Are Important
  • Solution

    Finance Automations.

    Finance Automations.
  • Integrations

    Netsuite & Concur Integrations

    Netsuite & Concur Integrations
  • Integrations

    Xero & Concur Integrations

    Xero & Concur Integrations

Let’s start automating

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