Establishing a Connection

Configure a Connection Profile

From the CData ribbon, click Get Data and select From SAP Concur connection/s to launch the CData Query window. To setup a new connection, you will have to click the New SAP Concur Connection button. Here you can set the connection settings, test the connection, and save the connection profile.

Authenticating to SAP Concur

SAP Concur supports OAuth authentication only. To enable this authentication from all OAuth flows, you must set AuthScheme to OAuth, and you must create a custom OAuth application.

Desktop Applications

To authenticate with the credentials for a custom OAuth application, you must get and refresh the OAuth access token. After you do that, you are ready to connect.

Get and refresh the OAuth access token:

InitiateOAuth: GETANDREFRESH. Used to automatically get and refresh the OAuthAccessToken.
OAuthClientId: The client Id assigned when you registered your application.
OAuthClientSecret: The client secret that was assigned when you registered your application.
CallbackURL: The redirect URI that was defined when you registered your application.

When you connect, the add-in opens SAP Concur's OAuth endpoint in your default browser. Log in and grant permissions to the application.

When the access token expires, the add-in refreshes it automatically.

Note: For information about OAuth grant types, and how Desktop client applications call the OAuth2 endpoint to obtain a token, see "Desktop Authentication Grant Types", later in this chapter.

Desktop Authentication Grant Types

In order to obtain a token, the client application needs to call the Oauth2 endpoint using various grants, depending on the authentication scenarios required. The supported scenarios from our driver are CODE and PASSWORD grant type.

CODE

CODE is the default OAuthGrantType. In addition to the variables already described above, using the CODE grant type requires you to set the following additional variables:

UseSandbox: If you are authenticating via an implementation server, set this to True.
Region: The region of geolocation, received along with the other credentials. Possible values are EU for Europe, CN for China and US (default).

PASSWORD

The PASSWORD grant can be used with a Desktop application, when there is a trust relationship between the user and the application.

In addition to the variables already described above, using the PASSWORD grant type requires you to set the following additional variables:

AuthScheme: OAuthPassword.
Username: The username or userId.
Password: The user's password.
UseSandbox: If you are authenticating using an implementation server, set this to True.

Company-Level Authentication

Company is a top-level principal within the SAP Concur platform. You can obtain an access token and a refresh token on a Company's behalf the same way you can do it for a User.

After creating an custom OAuth application as described in Creating a Custom OAuth Application, you must generate a Company Request Token. If the Company Request Token Tool is available, you can use that. Otherwise, you must contact the SAP Concur support team for generating the Company Request Token.

After the Company Request Token is generated successfully, the request token tool displays the Company UUID and the Company Request Token. Save these values for later use.

In addition to the variables already described above, using company-level authentication, using the CODE grant type requires you to set the following additional variables:

AuthScheme: CompanyLevelAuth.
CompanyId: The Company's unique identifier.
CompanyRequestToken: The generated Company Request Token.
UseSandbox: If you are authenticating using an implementation server, set this to True.

Using the SAP Concur Login ID Variable

Login ID (the user's login ID) can be used if the user account associated with the OAuth 2.0 access token has a Concur account with one of the following roles:

Web Services Administrator for Professional
Can Administer for Standard

Setting Login ID to ALL retrieves information for all accounts that support the Login ID argument.

Connection Properties

The Connection properties describe the various options that can be used to establish a connection.

Managing Connections

After successfully authenticating to SAP Concur you will be able to customize the data you are importing. To learn more about this, see Managing Connections.

Excel Add-In for SAP Concur