SAP Concur Integration Overview
Vault CRM can integrate with SAP Concur, an expense management system, and send Call Reporting or Medical Events expenses reported in Vault CRM to SAP Concur for more detailed auditing and reporting. Integrating with SAP Concur enables end users to avoid inputting expense data in two systems, eliminating redundant data entry, improving expense data accuracy, and simplifying overall expense management.
Not all features are available on all platforms. For a list of available platforms for each feature, see Platform Functionality.
Users and Roles
Users can perform the following activities using the SAP Concur integration:
- Admin Users
- Enable the integration between the two systems
- Define field mappings
- Integration Users
- Credentials used to interact with the SAP Concur API to send Vault CRM expenses to SAP Concur
- End Users
- Creates expenses that are sent to SAP Concur either manually or automatically
