With our Concur Expense integration, you can automatically sync approved expenses from Concur Expense with Oyster to reimburse them through our payroll.
Once you enable this integration, your Team Members on Oyster with profiles in SAP Concur will not be able to submit expenses on the Oyster platform; they will only be able to submit expenses on Concur Expense. Approved expenses will sync daily at 03:00 UTC with Oyster.
Ready? Let’s go!
Prerequisites
- You must be logged into your SAP Concur account as WS Admin.
- App center must be enabled for your company in SAP Concur. Learn More
- You must be a Customer Admin on your Oyster account.
Steps to set up the SAP Concur integration
1. Initiate integration setup in Oyster application
You can select the SAP Concur integration under “Available Integrations” in the Oyster app. You will then be shown a screen with the app prerequisites. Once you acknowledge those prerequisites, you will be able to click “Go to Concur” to initiate the integration setup. You should then receive an email from Oyster with the verification key you will need in the next step.
2. Enter credentials in the SAP Concur App Center
You will then be redirected to the SAP Concur App Center to complete the connection. Once there, you will need to accept the SAP Concur App Center Terms & Conditions. You will then be able to click “Connect,” which will launch a popup window. That window will prompt you to enter the verification key you received from Oyster in the previous step.
Once you enter the key and click “Connect,” you will get a confirmation screen telling you that the integration has successfully been set up.
3. Return to the Oyster app to finalize integration setup
After the integration has successfully been connected in the SAP Concur App Center, you can then return to the integrations section of your Oyster account where you should see the SAP Concur integration in the “My Integrations” tab. If you click on “Settings,” you will be able to configure the integration.
Matching team members
On this page you can see which team members have correctly been matched with their profiles in SAP Concur.
We will match team members with their SAP Concur profiles based on either their Oyster account email or work email. If an unmatched team member does not have a work email configured, you can add it from this page or in the team member profile. Please note that if you have an active HRIS integration that synced the work email for a team member, you will not be able to edit the work email address manually.
Once you have completed the set up, you are all ready to start syncing expenses from SAP Concur! Expenses marked as "Approved" or “Sent for Payment” status in Concur Expense will sync daily at 03:00 UTC, and will be reimbursed through Oyster's payroll each month after the cut-off date.
Note - Once Team Members are matched as part of the integration setup, they will be blocked from submitting expenses via Oyster. They will only be able to view approved expenses synced from Concur Expense and any previously submitted expenses.
Configuring SAP Concur reimbursement method for matched TMs
Once you have correctly configured the integration and matched employees, you need to make sure to set the correct reimbursement method for those employees in SAP Concur. To configure the reimbursement method, you can follow this guide starting at page 3 and set a reimbursement method by country/region. You can also modify reimbursement methods for individual users in a country/region by following this guide on page 55.
The reimbursement method for Oyster TMs should be set as Company Check or Other Reimbursement Methods.