This article only applies to your community if your Firstup contract includes this functionality. Please contact your Customer Success Manager with any questions about feature availability for your community.
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This article provides steps to enable Concur Integration with your Firstup community. Refer to Concur Productivity Integration for an in-depth look at the Concur integration functionality included.
Note:
- Only one instance of Concur configuration per customer is supported.
- There is a current limitation where users who use the same Firstup email address for their Firstup and Concur instances do not receive notifications.
Before You Start
To complete these instructions, you must have:
- Access to Concur (administrator level).
- An active community with Firstup
- A contract for this premium feature.
- Be a nominated administrator by Firstup with a Brand Super Admin role.
To establish the connection between Firstup and your Concur instance:
- Log in to the member experience.
- Log in to your Concur app center instance.
Begin Setup in Member Experience
- Find the Concur app in the Assistant side panel:
- Click the lightbulb icon in the bottom right corner.
- Select the Concur option from the side panel.
- Select Setup Concur Expense Integration to begin.
- Copy the installation code that appears, then navigate to the Concur app center.
Connect Concur App
- Login to the Concur app center.
- Find the Firstup Command Integration app, then select Login to connect:
- After agreeing to the Terms and Conditions, paste the installation code then select Connect:
- Accept the terms and conditions.
- Successful integration looks like this:
- Navigate back to member experience.
Verify in Member Experience
- Select Verify Installation from the Concur pop-up in the member experience:
- Successful integration looks like this:
- Select Back to Integration to view the list of available Concur commands.
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