Get Started with SAP

Find all the essential resources here to get started with SAP, from the initial setup of your S-user to accessing your SAP Concur system. Let's embark on your Onboarding Journey today!

Please also take a few minutes to review our Customer Onboarding Travel Story(opens in new tab).

Recommended to: Project Management, Functional/Business Process Owners, Technical/IT, and other relevant implementation roles.

Key outcomes

  • Setup S-user permission.
  • Review SAP for Me.
  • Understand the SAP Concur entity provisioning process.
  • Sign up for the Onboarding Welcome Session.

Set up your S-user and learn how to access SAP for Me for teh first time.

Please also take a few minutes to review our introduction to customer onboarding videos:

Find detailed information about authorizations and users.

About the User, Authorization, and Administrator Concept (opens in new tab)

SAP Concur workspaces are provisioned through SAP for Me.

An automated provisioning email will be sent to the technical contact listed in your SAP contract on the contract start date, with instructions to provision your SAP Concur workspace. Additional users can be added as workspace administrators.

For detailed guidance, refer to:

Documentation: Provisioning SAP Concur Tenant via SAP for Me(opens in new tab)

For questions on SAP for Me navigation, S-user ID and Universal ID contact the Customer Interaction Center(opens in new tab).

SAP Concur support is based on your user type: S-users and Authorized Support Contacts (ASCs) follow different support paths.

  • S-users, who will be created at the start of your contract, should contact the SAP Customer Interaction Center (CIC) for non-technical support, including guidance on S user provisioning, navigating SAP for Me, and documenting escalations.
  • Authorized Support Contacts(ASC), who will be identified towards the end of your implementation, should use the SAP Concur Support Portal to search the knowledge base or open a chat or support case. For critical incidents, outages, or case escalations, use the regional Global Support Phone Number available in the portal.
  • Not sure which user type you are? Once your SAP Concur production entity is live, sign in to SAP Concur and look for the headset icon in the upper-right corner. If you see it, you’re an S user. If you don’t, you’re an Authorized Support Contact and you can login to the SAP Concur Support Portal directly from your SAP Concur product by selecting the Help option > Contact Support from the shell bar.

Please also take a few minutes to review our SAP Support(opens in new tab) customer onboarding video.

For everything else contact your SAP Concur implementation representative or your implementation partner.

 Information will appear here soon. 

Plan your implementation

Now you are ready to meet with your implementation team and provide information that is needed for your deployment of SAP Concur. Review our best practice implementation guides and virtual consulting videos, and begin defining initial business requirements and project milestones. You should also start early planning of your change management activities.

Recommended to: Project Management, Functional/Business Process Owners, Technical/IT, and other relevant implementation roles.

Key outcomes

  • Assemble your project team.
  • Review best practice implementation guides and consulting videos.
  • Gather and prepare your business requirements.
  • Establish project milestones.
  • Start planning your change management activities.

Introduction to SAP Concur Best Practice Consulting Videos(opens in new tab): Learn about how we have broken down common elements of SAP Concur engagements into easy-to-consume videos, covering a range of project management, functional and technical topics.

SAP Concur Best Practice Consulting Videos(opens in new tab): Access our library of virtual consulting videos, covering a range of project management, functional and technical topics, available in a variety of languages.

The Country/Region Template guides represented here are intended to provide customers with a starting point to aid in the deployment of their SAP Concur solution.

Read more(opens in new tab)

The following guides include considerations for companies intending to deploy SAP Concur Expense in the EMEA, Americas and/or Asia Pacific regions.

The information provided is based on consolidated experiences deploying and supporting customers in the countries referenced, with the intention to share common best practices and interpretations. The aim is to provide country considerations for reference as a starting point as companies prepare to gather requirements from local markets as part of their implementation roll-out.

Read more(opens in new tab)

Start planning now for how you will be rolling out SAP Concur and driving change with our Change Management activities guide.

Read more(opens in new tab)

Your organization logo can appear on the SAP Concur Home page. If you would like your logo added, please provide an image file that meets the following specifications:

  • The file must be a .jpg, .gif, or .png file
  • The file must be under 100 kb in size
  • The image should be 55 pixels high and no more than 200 pixels in length

Get Enabled

Become more familiar with the product through our end user onboarding assets. Review our technical document portal and start preparing for your interface development. Train your staff on back office and configuration tools, and begin to test and validate your system configuration.

Recommended to: Project Management, Functional/Business Process Owners, Technical/IT, and other relevant implementation roles.

Key outcomes

  • Familiarize your project team with the product through our end user onboarding assets.
  • Create technical interfaces and integrations based on functional needs with support from SAP Concur Technical Consultants.
  • Train your staff using the available back offices and configuration tools training resources.
  • Perform end-to-end validation and sign-off your configuration.
  • Prepare your change management and end user training (with the option to purchase end user training from SAP Concur).

Familiarize yourself and your project team with the product features as an Business End User.

Introducing SAP Concur’s Technical Document Portal, your one-stop resource for all the information you need for your interface development objectives with SAP Concur. Designed with our customers and partners in mind, this portal houses a wealth of knowledge and tools to support you with all your integration efforts. 

SAP Concur Technical Document Portal(opens in new tab)

We highly recommend starting by reviewing the following documentation: 

Concur Travel and Expense Supported Configurations(opens in new tab)

This document describes supported browsers, browser settings, available languages, and settings for SAP Concur Travel & Expense and SAP Concur Intelligence.

File Transfer for Clients and Vendors User Guide
(opens in new tab)This guide addresses the data exchange through various secure file transfer protocols. The File Transfer Guide, along with the other documents/videos, will provide an overview of the entire technical aspect of the SAP Concur Expense implementation project. Topics addressed include the Data Interchange Process, Encryption, Transfer Process, Overnight Processing Zones, File Naming Convention, File Properties, Employee Import, Exchange Rate Import, List Import, Standard Accounting Extract, etc.

Specifications and Templates for SAP Concur Expense(opens in new tab)This zipped file contains specifications for Import and Extract data. You will also find Excel templates to assist with data mapping. Please download and review the contents of this file before your scheduled Knowledge Transfers meeting with your Implementation Consultant.

A guideline and high-level document to help develop your customer validation approach for SAP Concur Professional Edition.

Read more(opens in new tab)

Familiarize your back office and administration team with the product administration tools.

Unlock the full potential of SAP Concur with our interactive training courses, tailored for beginner to advanced administrators. Tap into hands-on tips and tricks to expertly customize your site or dive deep to confidently maintain your SAP Concur configuration for your organization. Explore training options now!

SAP Concur Learning Services: Travel and Expense Trainings(opens in new tab)

Prepare to go live

Communicate the benefits of SAP Concur Travel & Expense to your organization, provide end-user training, and take control of your deployed solution.

Recommended to: All implementation project team members, administrators, and business end users.

Key outcomes

  • Prepare for production readiness and go live.
  • Provide end user training.
  • Activate additional services based on scope (Expertise & Care, Audit, Reporting, User Support Desk, etc.).
  • Take control of your deployed solution.

A change management strategy is a high level plan by which your organization can achieve its goals throughout the change process. The strategy helps you to identify the big picture and how the change will help improve your organization overall. 

Communication is an important piece of what makes change within your organization successful. Use these resources to learn more about best practices for ensuring your change communication is dynamic and effective.

Training is an integral part of what puts change into action, and creating a training plan and approach for reaching those impacted by change is what ensure changes within your organization are successful. Use these resources while developing a training plan so your users are prepared for change when it happens. 

SAP Concur’s reporting offering includes an “on-demand” hosted reporting and analysis service. This service is seamlessly integrated with Concur’s powerful solutions, providing access to your organization’s travel and expense data. You can use the Concur reporting tools to create detailed, actionable reports to control costs and more effectively manage employee spend.

Post deployment

Your SAP Concur journey continues well beyond deployment. Our post-deployment services help you get more from your solutions as your business evolves. Through Expertise and Care offerings, you can continue working with SAP Concur resources to optimize your solutions and maximize their value. Managed Business Services provide additional support by extending available capabilities and services to address your ongoing business needs.

Recommended to: Project Management, Functional/Business Process Owners and Technical/IT.

Key services

  • Expertise and Care
  • Managed Integration Services
  • Data Services

Expertise and Care

Expertise and Care offerings provide customers ongoing opportunities to work with SAP Concur resources to get the most out of SAP Concur Solutions. They range from low touch (Concur Essential Care) to high touch (Concur Select Care) to support all our customers.

SAP Concur Services Expertise and Care Overview(opens in new tab)

Gain the full power of your SAP Concur solution with personalized, proactive, and ongoing assistance. As your organization expands, your IT and financial systems can become overly complex and decentralized.SAP Concur Select Care can help by providing goals-based engagement and a tailored success plan for your business.

SAP Concur Advanced Care provides assistance to ensure you get the most from your solution. Rather than spending months getting up to speed, your designated consultant can hit the ground running, allowing your employees to stay focused on their primary responsibilities while still reaping the benefits your SAP Concur solution provides.

At SAP Concur, we understand that it helps to have additional assistance to achieve your objectives and get the most value from your investment.

Managed Integration Services

Seamlessly and securely capture and connect more spend data to gain enhanced visibility, make informed decisions, and improve spend compliance – providing you with unprecedented control over the financial data that drives your business. With multiple integration options available, including DIY solutions using our suite of APIs and custom solutions crafted by SAP Concur, there is an integration path tailored to meet your unique business needs.

A Custom Connector empowers customers to unlock their business's full potential through an integrated solution from SAP Concur, offering versatile integration capabilities. These hosted custom connectors are tailored and managed by SAP Concur to meet the unique requirements of each customer. Developed on a case-by-case basis, these connectors deliver customized solutions aligned with your organization's specific needs. Custom integration can automate workflows, streamline data sharing, enhance operational efficiency, and much more.

If you have already purchased Custom Connector and have questions, please submit a case for assistance. If you have a need for a custom integration or automation solution, please contact your SAP Concur representative for more information.

To support your integration journey, our team of integration consultants is available to provide expert guidance. This consulting service includes strategic planning for new integration projects, identifying and unlocking new data access points, and troubleshooting and optimizing API performance. Our consulting services are designed to help you maximize the value of your integrations and ensure alignment with your business goals.

 

Below are resources designed to support your technical, IT, and business roles:

Data Services

SAP Concur Data Services provide tools and expertise to analyze travel, expense, and invoice data, enabling businesses to optimize spending, improve compliance and make data-driven decisions.

With Consultative Intelligence, you receive exclusive assistance from a Data Services Consultant with analytic expertise to build personalized reports tailored to your business needs. Our team of experts will help you to fully leverage your Concur data and transform it into actionable insight. Get ready to explore Consultative Intelligence with the resources below: