SAP Concur & Microsoft Dynamics GP Integration: Automated Spend Management
Unify your expense, travel, and invoice data with your ERP. Achieve real-time financial accuracy, accelerate close cycles, and gain unparalleled spend visibility with intelligent automation.
The Challenge: Disconnected Spend & Financial Systems
Managing expenses and invoices across disparate systems like SAP Concur and Microsoft Dynamics GP creates significant operational hurdles. Manual data transfer is not only time-consuming but also prone to errors, leading to delayed financial closes, compliance risks, and a lack of real-time spend insights.
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Manual Data Entry & Reconciliation: Employees manually entering expense reports into Concur, then finance teams re-keying approved data into Dynamics GP's General Ledger or Accounts Payable.
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Delayed Financial Close: The laborious process of reconciling corporate card transactions and approved invoices slows down monthly and quarterly close cycles.
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Data Discrepancies & Errors: Inconsistent GL account mapping, vendor IDs, or employee data between systems leads to reporting inaccuracies and reconciliation nightmares.
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Lack of Real-time Spend Visibility: Finance leaders struggle to get an up-to-date view of company spend, hindering effective budget management and forecasting.
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Compliance & Audit Risks: Manual processes make it difficult to maintain comprehensive audit trails and enforce spending policies consistently across all transactions.
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Inefficient Employee Reimbursement: Delays in processing approved expense reports impact employee satisfaction and cash flow.
The Solution: Seamless SAP Concur to Microsoft Dynamics GP Integration via iPaaS
Our intelligent iPaaS solution provides a robust, low-code platform to seamlessly connect SAP Concur with Microsoft Dynamics GP. This integration automates the entire spend management lifecycle, from expense submission and invoice processing in Concur to accurate posting and payment initiation within Dynamics GP, ensuring data integrity and real-time financial transparency.
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Automated Expense & Invoice Posting: Approved expense reports and vendor invoices are automatically created as General Journal entries or Accounts Payable transactions in Dynamics GP.
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Corporate Card Reconciliation: Automated ingestion of corporate card transactions from bank feeds into Concur, with intelligent matching to expense entries, then reconciliation status pushed to GP.
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Master Data Synchronization: Harmonize employee, vendor, GL account, and cost center data bi-directionally or unidirectionally, maintaining a single source of truth.
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Real-time Data Validation: Ensure all data adheres to Dynamics GP's business rules and Concur's policies before posting, preventing errors.
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Comprehensive Audit Trails: Maintain a complete, immutable record of all transactions and integration activities for compliance and auditing.
Comprehensive Solution Details
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Automated Expense & Invoice Posting: Approved expense reports and vendor invoices are automatically created as General Journal entries or Accounts Payable transactions in Dynamics GP.
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Corporate Card Reconciliation: Automated ingestion of corporate card transactions from bank feeds into Concur, with intelligent matching to expense entries, then reconciliation status pushed to GP.
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Master Data Synchronization: Harmonize employee, vendor, GL account, and cost center data bi-directionally or unidirectionally, maintaining a single source of truth.
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Real-time Data Validation: Ensure all data adheres to Dynamics GP's business rules and Concur's policies before posting, preventing errors.
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Comprehensive Audit Trails: Maintain a complete, immutable record of all transactions and integration activities for compliance and auditing.
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Flexible Workflow Orchestration: Customize approval flows and data routing based on specific business logic, leveraging low-code capabilities.
Technical Integration Details: Connecting Concur & Dynamics GP
Our iPaaS provides the robust framework for connecting SAP Concur and Microsoft Dynamics GP, handling the complexities of API communication, data transformation, and workflow orchestration. We leverage the strengths of each system's integration capabilities to build a resilient and high-performing solution.
Data Flow Steps
Secure Connection Setup: Establish authenticated connections to SAP Concur using OAuth 2.0 and to Microsoft Dynamics GP using eConnect/Web Services, ensuring least privilege access for service accounts.
Event Listener/Polling Configuration: Configure iPaaS to listen for real-time events from Concur (e.g., 'Expense Report Approved') or set up efficient polling mechanisms with change detection for Dynamics GP data.
Data Extraction: Extract relevant data entities (Expense Reports, Invoices, Users, Vendors) from Concur and master data (GL Accounts, Cost Centers, Employees) from Dynamics GP.
Data Transformation & Harmonization: Apply visual mapping and AI-assisted transformations to align disparate schemas. This includes currency conversion, date formatting, conditional logic for GL account determination, and ID lookups/matching.
Data Validation: Implement pre-posting validation rules to ensure data conforms to the target system's requirements (e.g., mandatory fields, valid GL codes, active employee IDs).
Data Ingestion: Ingest transformed and validated data into Dynamics GP using eConnect's optimized methods for creating General Journal entries, Payables Transactions, or updating master data.
Error Handling & Monitoring: Implement robust error handling (retries, dead-letter queues) and real-time monitoring with alerts for any integration failures or data discrepancies.
Status Updates: (Optional) Push status updates back to Concur (e.g., 'Posted to ERP') for end-to-end visibility.
Data Touchpoints
"iPaaS acts as the central orchestrator. Events in SAP Concur (e.g., Expense Approved) trigger data extraction. Data is transformed and validated by iPaaS, then ingested into Microsoft Dynamics GP (e.g., as a Payables Transaction). Master data (GL, Vendors) flows from GP to Concur for consistency."
Simple, transparent pricing for SAP Concur + Microsoft Dynamics GP.
Start with a single integration pair and scale as your business grows—without surprise fees or transaction penalties.
How Middleware Integration Works
See SAP Concur + Microsoft Dynamics GP integration in action.
Explore a guided demo, start a sandbox integration, or speak directly with our solution architects about your specific use cases.
Integration Use Cases
Explore how the integration behaves in real business scenarios, with clearly defined steps, outcomes, and execution patterns.
Automated Expense Report to General Ledger Posting
After an employee submits an expense report in SAP Concur and it undergoes approval, the approved report is automatically posted as a General Journal entry or Accounts Payable transaction in Microsoft Dynamics GP, complete with GL account allocations and cost center details.
Integration Steps:
- 0 Employee submits expense report in SAP Concur.
- 1 Expense report undergoes multi-level approval workflow in Concur.
- 2 Upon 'Approved' status, iPaaS is triggered (event-driven).
- 3 iPaaS retrieves Expense Report and Expense Entry details from Concur.
- 4 Data is mapped and transformed: Concur Expense Types to Dynamics GP GL Accounts, EmployeeID to GP Employee/Vendor ID, Cost Centers.
- 5 iPaaS creates a General Journal entry or Payables Transaction in Dynamics GP via eConnect/Web Services.
- 6 Confirmation of successful posting is logged, and Concur report status can be updated (e.g., 'Posted to ERP').
Business Outcome
Eliminates manual re-entry of expense data, accelerates financial close, ensures accurate GL coding, and provides real-time expense visibility in Dynamics GP.
Real-time (event-driven upon approval)
API Endpoints & Data Logic
Technical details for developers and architects.
⚡ Transformation Logic
- GL Account Mapping: Concur ExpenseType 'Meals' maps to Dynamics GP GL Account '6000-00-01 (Meals & Entertainment)'. AI can suggest and validate these mappings.
- Employee to Vendor ID: Concur EmployeeID 'EMP123' is looked up against Dynamics GP's Vendor Master. If found, use existing GP VendorID 'VND456'. If not, potentially create new vendor or flag for review.
- Currency Conversion: All Concur amounts are converted to Dynamics GP's base currency using real-time exchange rates (or pre-defined rates).
- Date Formatting: Concur's 'SubmissionDate' (YYYY-MM-DD) is formatted to GP's required date format.
- Cost Center Harmonization: Concur Cost Center 'Sales_East' is mapped to Dynamics GP's '01-001 (Sales - East)' segment.
- Invoice Line Item Aggregation: Multiple Concur Invoice line items can be aggregated or posted individually to Dynamics GP Payables Transaction lines with corresponding GL splits.
🛡️ Error Handling
- Invalid GL Account Code from Concur in Dynamics GP.
- Employee/Vendor ID not found in Dynamics GP during expense posting.
- Duplicate Invoice Number for a vendor in Dynamics GP.
- Concur API rate limit exceeded (handled by iPaaS throttling and retries).
- Dynamics GP SQL Server timeout or connection issues (handled by iPaaS retries).
- Mandatory field missing after transformation.
Simple, transparent pricing for SAP Concur + Microsoft Dynamics GP.
Start with a single integration pair and scale as your business grows—without surprise fees or transaction penalties.
See SAP Concur + Microsoft Dynamics GP integration in action.
Explore a guided demo, start a sandbox integration, or speak directly with our solution architects about your specific use cases.