Connect to Soldo from the SAP Concur App Center

Show images

In this guide you’ll learn how to connect SAP Concur to Soldo.

Note: To complete the connection, you’ll need to:

• Log in to SAP Concur as a company administrator with the web service administrator role.

• Have access to a Soldo account and have the correct permission to set up integrations. For more information on checking your Soldo account permissions, click here.

1. Log in to SAP Concur and select Home > App Center.
   
2. Find and navigate to the Soldo listing page. Or, you can use these links to navigate directly to the Soldo listing:
   
   
   • SAP Concur App Center (EU Region)
   • SAP Concur App Center (US Region)
     
     
3. From the Soldo listing page, select Connect.
   
4. Review the licensing terms and conditions, select the checkbox to authorise SAP Concur to share data with Soldo and then select I agree.
   
5. In the pop-up, select Connect to Soldo.
   
6. On the login screen, enter your Soldo credentials.
   
7. You’ll now need to set your preferences for transaction export:
   
   
   • Starting date
     By default, today’s date is selected. Only transactions from the selected date onward will be exported to SAP Concur. To include earlier transactions, you can choose an earlier date using the dropdown.
     
     
   • Currency
     By default, all currencies activated in your Soldo account are selected. If you want to exclude a currency from being exported to SAP Concur, you can deselect it using the dropdown. Only transactions in the currencies you have selected will be exported to SAP Concur.
     
     
   • Expense type
     By default, all expense types (e.g. Travel & Entertainment, Company, Personal) are selected. To exclude an expense type, deselect it using the dropdown. Only transactions with the selected expense types will be exported to SAP Concur.
8. Select Complete setup.
   

   Tip: You may close the pop-up window and return to the SAP Concur page.

9. You’ll now need to finalise the setup in SAP Concur. The final steps depend on which edition of SAP Concur you are using:
   
   
   • For SAP Concur Standard edition - see this guide.
   • For SAP Concur Professional edition - see this guide.

Note: If you’re reconnecting the Soldo and SAP integration, follow step 1-8 in the guide above. You don’t need to complete the final step again.