The Soldo and SAP Concur integration is available as an add-on and brings together the spending power and control of Soldo Company Cards with the finance management capabilities (such as expense management) of SAP Concur to deliver a unified experience.
You can use this integration to give employees controlled access to company money and automatically export Soldo transaction data to SAP Concur for accurate reporting.
What are the benefits of this integration?
This integration automates the data transfer process, saving your finance team time and effort that would otherwise be spent copying data between systems. It also reduces the risk of manual input errors, ensuring accuracy and confidence in your data and reporting.
Before setting up this integration
- You’ll need to contact your Soldo representative or contact us at businesssupport@soldo.com to include this add-on in your plan. Alternatively, you can submit this form and we’ll get in touch.
- You’ll need to be a company administrator on SAP Concur with the web service administrator role.
- You’ll need a Soldo account and must log in with a role that has the correct permission to set up integrations. The standard roles Super admin, Admin, and Accountant have this permission enabled by default. If you’re using custom roles, you’ll need to make sure the permission is correctly enabled by following the guide below.
How to check integration permission
- Log in to the web app.
- From the navigation menu, select Configure > Permissions.
- Select your custom role from the list.
- In the Integrations section, check that the permission “Can add or delete integrations” is enabled.
Can I connect multiple Soldo accounts to SAP Concur?
Our SAP Concur add-on connects 1 Soldo account to 1 SAP Concur account via an API. If you need to link more than one Soldo account, you’ll need a different “file-based” setup instead of the add-on.
If you’d like to explore this option, please get in touch with your Soldo representative or contact us at businesssupport@soldo.com.