Concur Employee Integration Requirements

Overview

This guide lists the Concur requirements needed for the Concur/Paylocity Employee integration. It also includes the steps needed to obtain the Concur Entity ID. 

• Concur Requirements
• Obtain Concur Entity ID
• Provide Ledgers
• Provide Employee Groups

Section 1: Concur Requirements

• The customer must have the Enhanced (formally known as Professional) version of Concur.
• The customer must have the administrator role in Concur.
• It is the customer's responsibility to confirm with a Concur representative that the Employee import. job is set up to run on a nightly basis prior to integrating with Paylocity.
• The customer must obtain and provide the Concur Entity ID to their Paylocity representative. 

Section 2: Obtain Concur Entity ID

• Step 1: Log in to Concur. 
• Step 2: Click Administration at the top right of your screen. 

• Step 3: From the dropdown menu, select Company. Then, select Tools. 

• Step 4: On the left menu, click Import/Extract Monitor.

• Step 5: A list of scheduled jobs will appear. Located the Employee job (Employee Import). 

• Step 6: The Entity ID is part of the Employee job name, and it can be found by locating the "p" and the following value within the Employee job name. For example, in the screenshot below, the Entity ID is "p0053547yfck". Note: This value will be different for each customer.

• Step 7: The customer will then share their Concur Entity ID with their Paylocity representative. 
• Note: It is the customer's responsibility to confirm with a Concur representative that the Employee import job is set up to run on a nightly basis prior to integrating with Paylocity.

Section 3: Provide Ledgers

• Step 1: From the dropdown menu, select Company. Then, select Company Admin. 

• Step 2: On the left menu, click User Administration.

• Step 3: The User Administration window opens. Click Add New User.

The Add New User window opens.

• Step 4: Under Expense and Invoice Settings, provide to Paylocity the list of Ledger(s) that will be used. 

The names should be exactly the same as those on the dropdown list that are going to be used.

Section 4: Provide Employee Groups

•  Step 1: On the Add New User window, under Expense and Invoice Settings, provide to Paylocity the list of Employee Group(s) that will be used.

The names should be exactly the same as those on the dropdown list that are going to be used.