In this guide, you’ll learn how to finalise the integration between Soldo and SAP Concur. Before continuing, make sure you’ve already connected Soldo from the SAP Concur App Center.
To finalise the integration, you’ll need to know which edition of SAP Concur you’re using. The final steps are different for each edition:
- SAP Concur Standard - Finalise Soldo integration (guide)
- SAP Concur Professional - Finalise Soldo integration (guide)
Tip: To efficiently track transactions, we recommend specifying
the SAP Concur employee ID for each Soldo user in your Soldo account (User
Information section). This ensures that each user's Soldo transactions are
correctly assigned to the corresponding employee in SAP Concur. For a full
guide on updating user information in Soldo,
refer to this article.
SAP Concur Standard - Finalise Soldo integration
Important: This information is provided as a guide only and is subject to change. For the latest information, you can refer to the official SAP Concur documentation.
To finalise the integration, you’ll need to complete 2 parts:
1. Configure the Payment Type
- Log in to SAP Concur.
- Navigate to Administration > Expense settings.
- From the Payment Types section, select Edit.
- Select Add Credit Card Programme.
- Select Business Card.
-
Enter the programme details:
Issuing country/region: United Kingdom (for UK customers) / Ireland (for EEA customers) Billing/posting currency: UK, Pound Sterling (for UK customers) / Euro (for EEA customers) Type of card: MASTERCARD Who issues card: Soldo What type of programme is it: Business card Who receives card: Company Who pays the issuer: Company What do you want to name the card program: A default name is automatically entered for you but you can change this if you wish. How do you want to pay: Accounts payable (BACS, Cheque)
-
Enter the Accounting Information and then select Save.
- The Credit Card Programme Added page will appear. You may disregard the “Next Steps” on this page and proceed directly to Configure the Card Integration for the Payment Type.
2. Configure the Card Integration for the Payment Type
Before continuing, make sure you’ve completed the steps to Configure the Payment Type.
- Navigate to Administration > Company > Tools.
- Select Card Integration Admin.
- Select the Credit Card Integrations tab.
- Select Create Integration.
-
Enter the details for the integration:
Integration name: Soldo Partner application: Soldo Default Payment Type: Select the Payment Type you created in the previous steps
- Select Save.
- That’s it! You’ve successfully finalised the integration.
SAP Concur Professional - Finalise Soldo integration
Important: This information is provided as a guide only
and is subject to change. For the latest information, you can
refer to the official SAP Concur documentation.
To finalise the integration, you’ll need to complete 2 parts:
1. Configure the Payment Type
- Log in to SAP Concur.
- Navigate to Administration > Expense.
- Select Payment Types.
- Select New.
-
Enter the information for the Payment Type:
Payment Type: Soldo Mastercard Description: Payment Type For Soldo Integration Payment Type Code: Select Company Billed/Company Paid (reimbursement offsets applied)
- Select Save.
- Continue to Configure the Card Integration for the Payment Type.
2. Configure the Card Integration for the Payment Type
- Navigate to Administration > Company > Tools.
- Select Card Integration Admin.
- Select the Credit Card Integrations tab.
- Select Create Integration.
-
Enter the integration details:
Integration Name: Soldo Integration Partner Application: Soldo Default Payment Type: Select the payment type you created in the previous steps.
- Select Save.
- That’s it! You’ve successfully finalised the integration.