Clarity Connect integration
Salesforce SAP Concur Integration
See what each deal cost to win inside Salesforce by linking approved SAP Concur expenses to the right opportunity or account.
What moves between Salesforce and SAP Concur
SAP Concur runs employee travel, expense reports and supplier invoices; Salesforce holds the accounts and opportunities that much of that travel is spent on. The usual integration sends approved expense amounts from Concur to Salesforce, so sales leaders can see cost of sale per deal, and keeps the employee behind each report matched to the right Salesforce user. Concur has been part of SAP since December 2014 and is now sold as SAP Concur.
Salesforce
Where deals and accounts are tracked
- Opportunities
- Accounts
- Users
- Expense summary records
SAP Concur
Where travel and expenses are claimed
- Expense reports
- Expenses
- User profiles
- Supplier invoices
SAP Concur to Salesforce mapping
A typical starting map. The summary record is a custom object we agree with your Salesforce admin; discovery confirms the fields.
| SAP Concur | Salesforce | Direction |
|---|---|---|
| Approved expense report | Opportunity or account (by the tagged field) | Concur to Salesforce |
| Expenses on the report | Expense summary record (custom object) | Concur to Salesforce |
| Report total | Cost-of-sale field on the opportunity | Concur to Salesforce |
| User profile | User | Matched by employee ID or email |
How the sync works
Tag the expense, total it on the deal
Your Concur administrator adds a field to the expense report for the Salesforce opportunity or account. When a report is approved, Connect reads it through Concur's Expense v4 APIs and adds its amounts to a summary record on that opportunity, broken down by expense type and date.
Only approved spend reaches Salesforce
Connect picks up reports after they have passed your Concur approval flow, so a draft or a rejected claim never shows on a deal. Totals can refresh on a schedule, nightly for example, rather than on every edit.
The same person in both systems
Concur's Identity v4.1 and User Provisioning v4 APIs cover employee profiles. Matching each Concur user to their Salesforce user by employee ID or email keeps the person who claimed the expense tied to the opportunity owner.
See Clarity Connect move an order
Watch an online order travel into the ERP and its status come back in our Clarity Connect demo, or book a live walkthrough on your own systems.
SAP Concur's APIs, and what stays with your ERP
Concur's developer platform documents version 4 APIs for expense reports and expenses, identity, user provisioning, Invoice Pay and itineraries, plus an Event Subscription Service. They're called with a Concur app registration, separate from the Salesforce side.
Posting expenses to the general ledger belongs to your ERP, not Salesforce, and Concur's Financial Integration Service handles that link. We cover it on the SAP Concur and Infor and SAP Concur and Oracle pages.
How Clarity Connect runs it
Clarity Connect is Clarity's integration platform. It works with REST APIs, files and databases alike, keeps a persistent connection between SAP Concur and Salesforce and runs each flow as its own task. More than 3,000 Clarity integrations run on it. Watch it run in the Clarity Connect video playlist.
Discovery
A Clarity business analyst documents the data fields and workflows each system can share and which ones you need.
Tasks and mapping
Each flow becomes a Connect task, such as orders to the ERP or stock to the store, set to run in real time or on a schedule.
Testing
Orders and updates are run end to end, including the return trip of statuses back to the customer-facing system.
Live, with a dashboard
Queues and scheduled tasks show in Connect's Hangfire dashboard. A job whose target is offline is retried 10 times, every 30 minutes, and can be re-queued once the cause is fixed.
Clarity Connect is sold as a SaaS subscription at $599 a month or as a one-time license at $15,000 with no ongoing fees, and larger projects are priced to scope. See pricing.
Questions
Can Concur expenses show on a Salesforce opportunity?
Yes. Tag the expense report with the opportunity in Concur, and once it's approved Connect adds the amounts to a summary record on that opportunity.
Do card numbers pass between the systems?
No. The integration carries expense amounts, types, dates and the employee, not payment card details.
Does this replace our ERP posting from Concur?
No. General ledger posting stays between Concur and your ERP. This integration only gives Salesforce a view of the spend.
How is it priced?
Clarity Connect costs $599 a month as SaaS or $15,000 for a one-time license with no ongoing fees, and larger projects are priced to scope. See pricing.
Related resources
Connect Salesforce and SAP Concur
Tell us which costs you want to see against deals and accounts. A Clarity business analyst will work out the Concur fields and the Salesforce records with your team first.
Book a demo