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Unify Spend Management: SAP Concur & Epicor E9 Integration

Automate Expense Reports, Vendor Invoices, and AP Postings for Unprecedented Financial Efficiency and Control.

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The Challenge

The Disconnected Reality of Finance: Manual Expenses & AP

Managing expenses and vendor invoices across disparate systems like SAP Concur and Epicor E9 creates significant bottlenecks. Finance teams grapple with manual data entry, reconciliation headaches, delayed approvals, and a constant struggle for accurate, real-time spend visibility.

  • Manual re-entry of approved Concur expense reports into Epicor E9's General Ledger.
  • Tedious manual creation of AP invoices in Epicor E9 from Concur Invoice approvals.
  • Inconsistent vendor, GL account, and cost center data across both platforms.
  • Delayed financial reporting and close processes due to reconciliation efforts.
  • Lack of a unified audit trail for spend transactions from initiation to payment.
  • Increased risk of human error, policy violations, and potential fraud.
Integration Diagram
Solution Illustration
The Solution

Seamless SAP Concur to Epicor E9 Integration with iPaaS

Our powerful iPaaS (Integration Platform as a Service) solution provides a secure, scalable, and intelligent bridge between SAP Concur and Epicor E9. We automate the entire spend management lifecycle, from expense submission and invoice processing in Concur to accurate posting and reconciliation in your Epicor E9 ERP.

  • Pre-built, configurable connectors for SAP Concur and Epicor E9.
  • Drag-and-drop visual workflow designer for custom business logic.
  • AI-powered data mapping and transformation engine.
  • Real-time event-driven synchronization for critical transactions.
  • Centralized monitoring, error handling, and audit trails.
Implementation Timeline

Go live with SAP Concur + Epicor E9 in as little as 2–4 weeks.

A proven, repeatable implementation approach that minimizes risk while getting your team to value quickly.

1

Access Enabled

Secure connections established to both SAP Concur and Epicor E9, with credentials and environments confirmed.

2

Configuration & Mapping

Field mappings, business rules, and workflows configured using visual tools and pre-built templates.

3

Go Live

Launch production-ready integration with monitoring, alerting, and support in place—typically within 2–4 weeks.

Time to Value

2–4 weeks

Typical implementation window from access granted to production go-live for most SAP Concur + Epicor E9 deployments.

Project Phases

Discovery
Configure & Map
Validate
Launch

Engagement Model

Guided by Clarity experts with your team involved at key milestones.

Comprehensive Solution Details

  • Pre-built, configurable connectors for SAP Concur and Epicor E9.
  • Drag-and-drop visual workflow designer for custom business logic.
  • AI-powered data mapping and transformation engine.
  • Real-time event-driven synchronization for critical transactions.
  • Centralized monitoring, error handling, and audit trails.
  • Secure credential management and data encryption.
  • Support for both Concur's v3.0 APIs and Epicor E9's Service Connect/REST APIs.

Technical Integration Details: Connecting Concur & Epicor E9

Our iPaaS provides the robust framework to establish a secure, scalable, and intelligent connection between SAP Concur and Epicor E9. We leverage best practices in API integration, event-driven architecture, and data governance to ensure seamless data flow.

Data Flow Steps

1. Secure Connection Setup: Establish OAuth 2.0 connection to Concur's APIs and secure service account/API key authentication to Epicor E9's APIs (or Service Connect).

2. Workflow Definition: Visually design integration flows within the iPaaS. Define triggers (e.g., Concur event, Epicor E9 data change, scheduled job).

3. Data Extraction: Configure connectors to pull data from Concur (e.g., approved Expense Reports, Invoices) using specific API endpoints and Epicor E9 (e.g., GL Accounts, Vendors) via its APIs or Service Connect.

4. Transformation & Mapping: Utilize the iPaaS's low-code mapping canvas to transform data schemas. Map Concur fields (`ReportID`, `TotalAmount`, `GLAccountCode`) to Epicor E9 fields (`JournalNum`, `DebitAmount`, `Account`). Apply data cleansing, enrichment, and validation rules.

5. Business Logic: Implement conditional logic (e.g., route to different Epicor E9 GL accounts based on Concur Expense Type) and data lookups (e.g., map Concur EmployeeID to Epicor E9 VendorNum for reimbursement).

6. Data Loading: Push transformed data to Epicor E9 (e.g., create `JournalEntry`, `Invoice`) using its respective API endpoints.

7. Status Updates & Reconciliation: Update Concur with Epicor E9's posting status or transaction IDs to maintain reconciliation and audit trails.

8. Error Handling & Monitoring: Implement comprehensive error logging, retry mechanisms, and real-time alerts. Monitor dashboard for integration health.

Data Touchpoints

Concur: Expense Reports, Expense Entries, Invoices, Users, Vendors, GL Accounts, Cost Centers, Payment Transactions.
Epicor E9: General Ledger Entries, AP Invoices, Vendors, GL Accounts, Cost Centers, Employees.

"Concur (Expense/Invoice Approval) → iPaaS (Extract, Transform, Validate, Map) → Epicor E9 (Create GL Entry/AP Invoice) → iPaaS (Update Concur Status) ← Epicor E9 (Master Data Update) ← iPaaS (Extract, Transform, Map) ← Concur (Master Data Update)"

Pricing

Simple, transparent pricing for SAP Concur + Epicor E9.

Start with a single integration pair and scale as your business grows—without surprise fees or transaction penalties.

Connect™ Plan

Clarity Connect

$595 /mo

Billed annually • Includes one production integration pair

  • Unlimited transactions and API calls within fair-use limits.
  • Visual workflow designer and reusable mapping templates.
  • Monitoring, alerting, and access to Clarity’s support team.
View full pricing & options
Innovative & Robust

How Middleware Integration Works

Benefits of Integrating SAP Concur

Integrating SAP Concur fosters greater efficiency and data accuracy. Automate your critical business processes to deliver consistently outstanding results.

Hover over the steps on the right to see detailed integration points.
Data Mapping

Key Entities & Intelligent Mapping for Concur-Epicor E9

Our iPaaS provides a visual canvas for mapping critical entities and their fields between SAP Concur and Epicor E9, ensuring data integrity and accurate financial postings. AI-assisted mapping accelerates this process, while robust validation rules prevent errors.

Expense Report / GL Entry

Approved Concur Expense Reports and their individual Expense Entries are mapped to Epicor E9's General Ledger Entries or AP Invoices for reimbursement.

SAP Concur Fields

ReportID EmployeeID ReportName TotalAmount SubmissionDate ApprovalDate GLPostingStatus Expense Entry: EntryID, ExpenseType, Amount, VendorName, Description, GLAccountCode, CostCenter

Epicor E9 Fields

JournalCode JournalNum JournalLine Account (GL Account) DebitAmount CreditAmount Description PostedDate Invoice (AP): InvoiceNum, VendorNum, InvoiceAmt, BalanceDue, Posted

Mapping Notes

Concur's 'TotalAmount' maps to Epicor E9's 'DebitAmount' (or 'InvoiceAmt' for AP). Concur 'ExpenseType' is crucial for deriving Epicor E9 'Account'. 'EmployeeID' needs to map to an Epicor E9 'VendorNum' if reimbursements are processed via AP.

Next Steps

See SAP Concur + Epicor E9 integration in action.

Explore a guided demo, start a sandbox integration, or speak directly with our solution architects about your specific use cases.

Start Free Trial Request Live Demo
Real-World Applications

Integration Use Cases

Explore how the integration behaves in real business scenarios, with clearly defined steps, outcomes, and execution patterns.

Automated Expense Report to Epicor GL Posting

When an employee's expense report is fully approved in SAP Concur, the integration automatically extracts all relevant expense entries and posts them as detailed General Ledger entries or Accounts Payable invoices in Epicor E9, ensuring accurate financial recording without manual intervention.

Integration Steps:

  1. 0 Concur Event: An 'Expense Report Approved for Payment' event is triggered in SAP Concur.
  2. 1 iPaaS Trigger: Our iPaaS subscribes to this event (via webhook or API polling).
  3. 2 Data Extraction: The iPaaS retrieves the Expense Report (ReportID, TotalAmount, EmployeeID) and its associated Expense Entries (EntryID, ExpenseType, Amount, GLAccountCode, CostCenter, VendorName) from Concur's `/v3.0/expense/reports` and `/v3.0/expense/entries` endpoints.
  4. 3 Data Transformation & Validation: The iPaaS maps Concur's expense types and GL codes to Epicor E9's Chart of Accounts. It validates Employee IDs against Epicor's employee/vendor master (for reimbursement). AI assists in suggesting correct GL accounts and detecting mapping discrepancies.
  5. 4 Epicor E9 Posting: The transformed data is then posted to Epicor E9 using the `/api/v1/JournalEntry` endpoint (for GL entries) or `/api/v1/Invoice` (for AP invoices, if employees are set up as vendors for reimbursement).
  6. 5 Status Update: Concur's `GLPostingStatus` for the Expense Report is updated via `/v3.0/expense/reports` to reflect successful posting in Epicor E9.

Business Outcome

Reduced manual effort for finance, real-time expense data in Epicor E9, faster employee reimbursements, and accurate P&L statements.

Frequency

Real-time, event-driven.

Business Value

Key Integration Benefits

Discover the strategic advantages and business value of seamless integration between your systems.

Accelerated Financial Close
Automate the posting of expense reports and invoices, significantly reducing manual effort and reconciliation time, leading to faster month-end and year-end closes.
Enhanced Data Accuracy & Consistency
Eliminate manual data entry errors and ensure master data (Vendors, GL Accounts, Cost Centers) is consistent across Concur and Epicor E9, improving financial reporting integrity.
Real-time Spend Visibility
Gain immediate insights into company expenses and liabilities as they are approved in Concur and posted to Epicor E9, enabling proactive financial management.
Reduced Operational Costs
Free up valuable finance resources from repetitive data entry and reconciliation tasks, allowing them to focus on strategic analysis and value-added activities.
Improved Compliance & Audit Readiness
Maintain a complete, auditable trail of all expense and invoice transactions from Concur through Epicor E9, ensuring adherence to internal policies and external regulations.
Faster Employee Reimbursement & Vendor Payments
Streamline the entire approval-to-payment cycle, leading to quicker employee reimbursements and timely vendor payments, enhancing satisfaction and relationships.
✨

Accelerated Financial Close

30% Faster Close Cycles

📋 What You Get

Automate the posting of expense reports and invoices, significantly reducing manual effort and reconciliation time, leading to faster month-end and year-end closes.

💼 Business Impact

This benefit directly contributes to 30% improvement in Faster Close Cycles, enabling your team to focus on high-value strategic initiatives.

Technical Documentation

API Endpoints & Data Logic

Technical details for developers and architects.

Method Endpoint Purpose
GET, POST, PUT /v3.0/expense/reports Retrieve approved expense reports and update their GL posting status.
GET /v3.0/expense/entries Retrieve individual expense entries within a report for detailed posting.
GET, POST, PUT /v3.0/invoice/invoices Access approved vendor invoices and update their AP posting status.
GET, POST, PUT /v3.0/common/users Provision and update employee profiles in Concur.
GET, PUT /v3.0/common/lists Manage custom lists for GL accounts, cost centers, and other lookup data.
GET, POST, PUT /v3.0/common/vendors Synchronize and manage vendor master data.
POST /v3.0/financial/glentries Post general ledger entries for approved expenses and invoices (alternative to direct ERP posting).

⚡ Transformation Logic

  • GL Account Mapping: Concur `ExpenseType` to Epicor E9 `GL Account` code lookup.
  • Vendor ID Cross-Reference: Concur `VendorID` to Epicor E9 `VendorNum` using a master lookup table.
  • Date Formatting: Convert various date formats (e.g., 'YYYY-MM-DD' from Concur) to Epicor E9's required format.
  • Amount Aggregation: Sum individual Concur `Expense Entry` amounts to derive `TotalAmount` for Epicor E9 `JournalEntry` or `Invoice`.
  • Status Translation: Translate Concur `Status` codes (e.g., 'Approved for Payment') to Epicor E9 `Posted` status or custom flags.
  • Currency Conversion: Apply exchange rates for multi-currency transactions, if managed outside of Concur's native capabilities.

🛡️ Error Handling

  • Concur API rate limit exceeded (handled by retry with backoff).
  • Invalid GL Account code from Concur (flagged for manual correction or AI suggestion).
  • Epicor E9 service temporarily unavailable (handled by retry).
  • Duplicate Invoice Number in Epicor E9 (flagged for review).
  • Network connectivity issues between iPaaS and Epicor E9 (alerted and retried).
Support & Information

Frequently Asked Questions

Common questions about integration implementation, security, and best practices.

General FAQs

▸ Why is a modern iPaaS essential for SAP Concur and Epicor E9 integration?
A modern iPaaS (Integration Platform as a Service) moves beyond simple point-to-point connections, offering a centralized hub for all Concur and Epicor E9 integrations. It provides robust capabilities for data mapping, workflow orchestration, API management, error handling, and security, essential for complex enterprise environments. This ensures scalable, resilient, and auditable data flow, especially between a cloud solution like Concur and an ERP like Epicor E9.

AI & Automation FAQs

▸ How does AI enhance SAP Concur and Epicor E9 integration workflows?
AI significantly augments these workflows by automating tasks like intelligent field mapping, suggesting appropriate Epicor E9 GL account codes based on Concur expense types, performing real-time policy compliance checks, and detecting anomalies or potential fraud in spending patterns. This reduces manual effort, improves data accuracy, and provides proactive insights for better spend management and financial integrity.

Security FAQs

▸ What are the key security considerations for Concur and Epicor E9 API integrations?
Key considerations include using OAuth 2.0 for Concur and secure service accounts/API keys for Epicor E9, encrypting all data in transit (TLS) and at rest, implementing the principle of least privilege for integration user accounts, and maintaining comprehensive audit trails. Adherence to compliance standards like SOC 2, ISO 27001, GDPR, and potentially PCI DSS is also crucial for sensitive financial data.

Data Management FAQs

▸ How do you handle master data synchronization (Vendors, GL Accounts, Cost Centers) between Epicor E9 and Concur?
We establish bi-directional synchronization for critical master data. Epicor E9 typically acts as the system of record for Vendors, GL Accounts, and Cost Centers. Our iPaaS detects changes in Epicor E9 (via APIs, Service Connect, or scheduled polling) and pushes updates to Concur's respective entities or lists. Conversely, new vendors created in Concur can be pushed to Epicor E9 after validation, ensuring data consistency across both platforms.

Low-Code FAQs

▸ Can I use low-code/no-code tools to build and manage Concur and Epicor E9 integrations?
Absolutely. Modern iPaaS platforms offer low-code/no-code visual designers. These tools empower business users or citizen integrators, particularly in finance, to drag-and-drop components, configure mappings, and design complex workflows between Concur and Epicor E9 without writing extensive code. This significantly accelerates integration development and reduces reliance on specialized developers.

Technical FAQs

▸ What kind of error handling is implemented for Concur and Epicor E9 integrations?
Our integrations include robust error handling with detailed logging, automated retry mechanisms (e.g., exponential backoff for transient API errors), and dead-letter queues for unprocessable messages. A centralized monitoring dashboard provides real-time visibility into integration failures, allowing for quick identification and resolution. AI can also suggest root causes and potential fixes.
▸ What if Epicor E9's native APIs are insufficient for my integration needs?
If Epicor E9's native Service Connect or business objects are insufficient, our modern iPaaS can still facilitate integration. This might involve creating custom API wrappers around E9's underlying database, leveraging direct database connectors (with caution and proper security), or building custom business logic within the iPaaS to interact with E9's data model more flexibly. The iPaaS abstracts these complexities, providing a unified integration layer.

Business Value FAQs

▸ How does this integration help with financial reporting and audit readiness?
By automating the flow of expense and invoice data directly into Epicor E9, the integration ensures that your ERP always has accurate, up-to-date financial records. This eliminates data discrepancies, accelerates the financial close, and provides a complete, auditable trail of all transactions from their origin in Concur to their posting in Epicor E9, significantly improving financial reporting accuracy and simplifying audits.
Pricing

Simple, transparent pricing for SAP Concur + Epicor E9.

Start with a single integration pair and scale as your business grows—without surprise fees or transaction penalties.

Connect™ Plan

Clarity Connect

$599 /mo

Billed annually • Includes one production integration pair

  • Unlimited transactions and API calls within fair-use limits.
  • Visual workflow designer and reusable mapping templates.
  • Monitoring, alerting, and access to Clarity’s support team.
View full pricing & options
Next Steps

See SAP Concur + Epicor E9 integration in action.

Explore a guided demo, start a sandbox integration, or speak directly with our solution architects about your specific use cases.

Start Free Trial Request Live Demo