Introducing the ConductorOne Academy

Set up a Concur connector

ConductorOne provides identity governance and just-in-time provisioning for Concur. Integrate your Concur instance with ConductorOne to run user access reviews (UARs) and enable just-in-time access requests.

Capabilities

ResourceSyncProvision
Accounts
Roles

The Concur connector supports automatic account provisioning. Go to Configuring Concur account provisioning for more information.

Gather Concur credentials

Configuring the connector requires you to pass in credentials generated in Concur. Gather these credentials before you move on.

A user with Admin access in Concur must perform this task.

Create a Concur app

  1. In the Concur admin panel, navigate to the OAuth 2.0 Application Management page.

  2. Click + Create New App.

  3. Give the new app a name, such as “ConductorOne integration”, and add a description.

  4. In the Grants/Scopes area of the page, add the following:

    Grants:

    • client_credentials
    • refresh_token
    • password

    Scopes:

    • USER
    • openid
    • identity.user.core.read
    • identity.user.coresensitive.read
    • identity.user.enterprise.read
    • spend.user.general.read

    Also add these scopes to give ConductorOne READ/WRITE (provisioning) access:

    • user.write
    • user.provision.write
    • identity.user.coreenterprise.writeonly
    • identity.user.externalID.writeonly
    • identity.user.emails.verified.writeonly
    • identity.user.sap.writeonly
    • emails.verified identity.user.externalID.writeonly
    • spend.user.general.writeonly
  5. Click Submit. The system displays the new app’s client ID and client secret.

  6. Carefully copy and save the client ID and client secret.

  7. Also make note of the app’s geolocation, which is one of the following:

Generate a refresh token

  1. Follow the Concur documentation to Create Tokens Required for Concur API Access to generate a refresh token.

  2. Carefully copy and save the refresh token.

That’s it! Next, move on to the connector configuration instructions.

Configure the Concur connector

To complete this task, you’ll need:

  • The Connector Administrator or Super Administrator role in ConductorOne
  • Access to the set of Concur credentials generated by following the instructions above

Follow these instructions to use a built-in, no-code connector hosted by ConductorOne.

  1. In ConductorOne, navigate to Admin > Connectors and click Add connector.

  2. Search for Concur and click Add.

  3. Choose how to set up the new Concur connector:

    • Add the connector to a currently unmanaged app (select from the list of apps that were discovered in your identity, SSO, or federation provider that aren’t yet managed with ConductorOne)

    • Add the connector to a managed app (select from the list of existing managed apps)

    • Create a new managed app

  4. Set the owner for this connector. You can manage the connector yourself, or choose someone else from the list of ConductorOne users. Setting multiple owners is allowed.

    If you choose someone else, ConductorOne will notify the new connector owner by email that their help is needed to complete the setup process.

  5. Click Next.

  6. Find the Settings area of the page and click Edit.

  7. Select your Concur geolocation from the Base URL list.

  8. Paste your Concur client ID and secret into the Client ID and Client Secret fields.

  9. Paste your refresh token into the Refresh Token field.

  10. Click Save.

  11. The connector’s label changes to Syncing, followed by Connected. You can view the logs to ensure that information is syncing.

That’s it! Your Concur connector is now pulling access data into ConductorOne.

Follow these instructions to use the Concur connector, hosted and run in your own environment. Contact ConductorOne’s support team to download the latest version of the connector.

When running in service mode on Kubernetes, a self-hosted connector maintains an ongoing connection with ConductorOne, automatically syncing and uploading data at regular intervals. This data is immediately available in the ConductorOne UI for access reviews and access requests.

Step 1: Set up a new Concur connector

  1. In ConductorOne, navigate to Connectors > Add connector.

  2. Search for Baton and click Add.

  3. Choose how to set up the new Concur connector:

    • Add the connector to a currently unmanaged app (select from the list of apps that were discovered in your identity, SSO, or federation provider that aren’t yet managed with ConductorOne)

    • Add the connector to a managed app (select from the list of existing managed apps)

    • Create a new managed app

  4. Set the owner for this connector. You can manage the connector yourself, or choose someone else from the list of ConductorOne users. Setting multiple owners is allowed.

    If you choose someone else, ConductorOne will notify the new connector owner by email that their help is needed to complete the setup process.

  5. Click Next.

  6. In the Settings area of the page, click Edit.

  7. Click Rotate to generate a new Client ID and Secret.

    Carefully copy and save these credentials. We’ll use them in Step 2.

Step 2: Create Kubernetes configuration files

Create two Kubernetes manifest files for your Concur connector deployment:

Secrets configuration

# baton-concur-secrets.yaml
apiVersion: v1
kind: Secret
metadata:
  name: baton-concur-secrets
type: Opaque
stringData:
  # ConductorOne credentials
  BATON_CLIENT_ID: <ConductorOne client ID>
  BATON_CLIENT_SECRET: <ConductorOne client secret>
  
  # Concur-specific credentials
  BATON_CONCUR_BASE_URL: <Concur base URL>
  BATON_CONCUR_CLIENT_ID: <Concur client ID>
  BATON_CONCUR_CLIENT_SECRET: <Concur client secret>
  BATON_CONCUR_REFRESH_TOKEN: <Concur refresh token>

  # Optional: include if you want ConductorOne to provision access using this connector
  BATON_PROVISIONING: true

See the connector’s README or run --help to see all available configuration flags and environment variables.

Deployment configuration

# baton-concur.yaml
apiVersion: apps/v1
kind: Deployment
metadata:
  name: baton-concur
  labels:
    app: baton-concur
spec:
  selector:
    matchLabels:
      app: baton-concur
  template:
    metadata:
      labels:
        app: baton-concur
        baton: true
        baton-app: concur
    spec:
      containers:
      - name: baton-concur
        image: ghcr.io/conductorone/baton-concur:latest
        imagePullPolicy: IfNotPresent
        envFrom:
        - secretRef:
            name: baton-concur-secrets

Step 3: Deploy the connector

  1. Create a namespace in which to run ConductorOne connectors (if desired), then apply the secret config and deployment config files.

  2. Check that the connector data uploaded correctly. In ConductorOne, click Applications. On the Managed apps tab, locate and click the name of the application you added the Concur connector to. Concur data should be found on the Entitlements and Accounts tabs.

That’s it! Your Concur connector is now pulling access data into ConductorOne.

Configuring Concur account provisioning

Concur allows administrators to configure custom required fields for user accounts. The baton-concur connector dynamically selects which fields to include during account creation based on admin-defined rules.

Rules:

  • Every property will generate a field in the account creation form with the default value.
  • Array strings will represent options in a multi-select dropdown.

Here is a sample field configuration:

email: ""
displayname: ""
givenname: ""
familyname: ""
emails:
  - email: ""
    type: work
phones:
  - value: 555-555-5555
    type: work
roles:
  - value:
      - EXP_USER
      - SHD_BUDGET_VIEWER
      - SHD_CONFIG_ADMIN_RO
      - REQ_APPROVER
entitlements:
  - value:
      - Expense
      - Invoice
      - Request
      - Travel
employeenumber: "{{$timestamp}}_EmployeeNumber@{{email_domain}}"
department: Tour Operations
division: Theme Park
organization: Universal Studios
costcenter: CC01
locale: en-US
companyid: e5756608-5824-4ede-889c-e231245850ef
active: true
timezone: Asia/Karachi
preferredlanguage: de-DE
approvers:
  - value: 90f836a5-ea9d-4fec-bcc0-0c621f946c58
    ref: http://localhost:8061/100001
    displayname: approver@plat2.com
    employeenumber: approver@plat2.com
cashadvance:
  - value: 90f836a5-ea9d-4fec-bcc0-0c621f946c58
    ref: http://localhost:8061/100001
    displayname: approver@plat2.com
    employeenumber: approver@plat2.com
delegateexpense:
  - canapprove: true
    canprepare: true
    canprepareforapproval: true
    canreceiveapprovalemail: true
    canreceiveemail: true
    cansubmit: true
    cansubmittravelrequest: true
    canusebi: true
    canviewreceipt: true
    delegate:
      employeenumber: approver@plat2.com
      displayname: John Smith
      value: 90f836a5-ea9d-4fec-bcc0-0c621f946c58
    temporarydelegatation:
      temporarydelegationfromdate: 2025-07-24T15:50:04.291096-04:00
      temporarydelegationtodate: 2025-07-24T15:50:04.291096-04:00
sapuseruuid: TestSAPUUID_{{$timestamp}}
cashadvanceaccountcode: "1233"
testemployee: false
country: US
stateprovince: WA
ledgercode: DEFAULT
reimbursementcurrency: USD
reimbursementtype: CONCUR_PAY
budgetcountrycode: US
bimanager: 694924f4-3231-4a20-9fad-4ea2ca821f07
customfields:
  - id: custom_field_1
    value: Custom Value 1
  - id: custom_field_2
    value: Custom Value 2

Skipping keys

To prevent a key from being included in the account creation form, add the key into the skip map option.

The following are all keys available to skip for the sample field configuration shown above:

delegateExpense[0]/canSubmit
cashAdvanceAccountCode
reimbursementType

displayName
emails[0]/type
preferredLanguage
delegateExpense[0]/canSubmitTravelRequest
country
stateProvince
ledgerCode
locale
companyID
approvers[0]/value
delegateExpense[0]/canReceiveApprovalEmail
delegateExpense[0]/canViewReceipt
delegateExpense[0]/delegate/employeeNumber
testEmployee
cashAdvance[0]/employeeNumber
givenName
familyName
entitlements[0]/value
active
timezone
delegateExpense[0]/canPrepare
delegateExpense[0]/canUseBi
email
phones[0]/value
approvers[0]/employeeNumber
delegateExpense[0]/canApprove
delegateExpense[0]/canReceiveEmail
sapUserUUID
reimbursementCurrency
customFields[0]/id
customFields[1]/id
emails[0]/email
division
delegateExpense[0]/temporaryDelegatation/temporaryDelegationFromDate
budgetCountryCode
roles[0]/value
department
cashAdvance[0]/displayName
biManager
customFields[0]/value
customFields[1]/value
organization
approvers[0]/displayName
cashAdvance[0]/value
cashAdvance[0]/ref
delegateExpense[0]/canPrepareForApproval
delegateExpense[0]/delegate/displayName
delegateExpense[0]/delegate/value
delegateExpense[0]/temporaryDelegatation/temporaryDelegationToDate
phones[0]/type
employeeNumber
costCenter
approvers[0]/ref