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SAP Concur walkthrough

info

SAP Concur is currently available in Beta stage, with support for:

  • Expenses API v3.0
  • Common API v3.0
  • Travel API v1.1

SAP Concur is a travel and expense management platform that helps businesses streamline and automate their expense reporting, invoice processing, and travel booking processes. SAP Concur integration with Data Integration enables you to seamlessly extract and load data from SAP Concur into various cloud-based Targets.

Reports overview

Details about the reports are available within SAP Concur's documentation:

Travel v1.1

Common v3

Expenses v3

Connection

To establish a connection with SAP Concur, refer to SAP Concur connection.

Working with SAP Concur Integration

SAP Concur provides a Multi-Tables mode for Standard Extractions to load multiple tables to your target simultaneously.

To pull data from SAP Concur into your target using Multi-Tables mode:

Procedure

  1. Navigate to Data Integration account and choose your Target destination.
  2. In the Target Connection page, click the arrow next to Database and Schema Name. After the refresh, choose the database and schema where you want to store the data.
  3. Set the loading mode for your Multi-Tables migration - Upsert-Merge, Append Only, or Overwrite.
note

While there is a default loading mode defined in the Target tab, you can modify the loading mode for individual tables using the Table Settings tab.

  1. For Storage Targets (Google Cloud Storage, Amazon S3, Azure Blob Storage), specify the Bucket Name, File zone Path (a path for your data to land), and choose a File Zone Period Partition.
  1. To access your database's metadata, go to the Schema tab. In SAP Concur, use an API GET call to fetch all the reports and organize them into tables within the Schema tab.
Important

The connection must be successful to make all tables available in the Schema tab.

  1. Choose the Reports to include by selecting the checkboxes, or select all tables by selecting the checkbox next to the Source Tables.
  1. After choosing your tables, you can edit them. Change the following on the Columns tab:
    • Select or deselect the checkboxes next to the columns you want to include or exclude from the Target.
    • In the Target column, rename the field.
    • Double-click the current data type under Type to change the field to a new data type.
note

Nested fields will receive the Variant data type, indicating that the columns are not flattened.

  • Change the field's mode under Mode.
  • To set a field as the key for Upsert-Merge, highlight it with the key to the left of the field name.
  1. Click Add Calculated Column to add a custom expression to any target column.
note

When adding comments to expression queries, use the /* comment */ format instead of two hyphens (--). Since the query is flattened into a single line, using -- would unintentionally comment out the rest of the query.

  1. On the Table Settings tab, you can specify the following extraction modes:
    • All
    • Incremental If you choose Incremental, specify which field to use to define the increment.
info
  • Start date is mandatory.
  • Retrieves data for the date range specified between the Start and End dates.
  • If you leave the end date blank, the data is pulled at the current time of the River's run.
  • Dates follow UTC timezone.
  • The Incremental extraction mode is advised for the Entries report. :::
  1. Click Edit to change the Target Table Name.
  2. Change the Merge Method and the Loading Mode.
  3. Filter logical key duplication between files - this option removes duplications from the current source pull.
  4. To schedule your River, specify execution timeouts, and receive notifications, go to the Settings tab.
  5. Click Run to run your River.
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