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

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 drop-down 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.