> ## Documentation Index > Fetch the complete documentation index at: https://support.pexcard.com/llms.txt > Use this file to discover all available pages before exploring further. # Connector for SAP Concur Standard > PEX and SAP Concur have joined forces to make managing and reconciling expenses easier than ever. Connect PEX’s corporate card transactions to SAP Concur for simplified spend management. To configure this integration, you don't even need to wait for your account manager. You can get started right away with just your SAP Concur and PEX credentials. This support article details steps for Concur Expense Standard Edition. ## Set up in SAP Concur Log into Concur Expense. Navigate to **Expense Settings**. Select **Payment Types** and **Edit**.

Click **Add Credit Card Program**.

Select **Business Card**.

Complete program details with the following information: * Country/region: **United States** * Billing/posting currency: **US, Dollar** * Type of card: **VISA** * Who issues card: **PEX** * Who receives card: **Company** * Who pays the issuer: **Company** * What do you want to name the card program: **\[Enter Name]** * **Note:** A default name is provided, but you can enter a new name. * How do you want to pay: **\[Select account details]**

Click **Save**. Enter the **Accounting Information**.

Click **Save**. ## Card Integration Admin set up From the Concur Expense home screen, navigate to **Tools**.

Select **Card Integration Admin**.

Select **Create Integration**.

Enter the integration details: * Integration Name: **PEX** * Partner Application: **PEX** * Default Payment Type: **Company Paid Credit Card**

To enable bank charges and cardholder fees, select **Advanced Options**. Select **Other Bank Charges and Fees**.

Click **Activate**. ## Connect PEX and SAP There are two ways to connect your PEX and your SAP Concur accounts: 1. [Connect from the PEX Marketplace](#connect-from-the-pex-marketplace) 2. [Connect from SAP Concur App Center](#connect-from-sap-concur-app-center) ## Connect from the PEX Marketplace To connect from the PEX Marketplace, follow these steps: Log in to [http://dashboard.pexcard.com/](http://dashboard.pexcard.com/?utm_source=support) Navigate to [Apps > Available](https://dashboard.pexcard.com/apps/available?utm_source=support) Scroll to locate **PEX Connector for SAP Concur**. Click **More info** > **Install** > **Launch**. PEX will redirect you to a **Manage** page. **Note:** To install the connector, you need to enable the following permissions: *Edit business settings & apps*, *Manage cardholder*, *View card transactions*. You can enable them in [My Profile → Permissions](https://dashboard.pexcard.com/account/permissions?utm_source=support).

Click **Connect**. PEX will redirect you to the Connector wizard.

Click **Connect** again. PEX will redirect you to the SAP Concur App login page.

Enter your SAP Concur username, verified email address, or SSO code. Click **Next**. Enter your SAP Concur password. Click **Next**. You will be redirected to the **PEX App** page on the SAP Concur App Center. Click **Connect**.

Review the licensing terms and conditions to authorize sharing data between PEX and SAP Concur.

If you agree, check the **Shared Information** checkbox and click **I Agree**.

PEX will open a new window redirecting you to the **Sync Options** step of the Connector wizard.

Now you are ready to configure your connector. Go to [Configure your Connector](#configure-your-connector). ## Connect from SAP Concur App Center To connect from the SAP Concur App Center, follow these steps: Log in to your SAP Concur account. Click **Home**. Click **App Center**.

Locate the **PEX App**.

Click the **PEX App** tile, then click **Connect**. Review the licensing terms and conditions.

If you agree, check the **Shared Information** checkbox and click **I Agree**.

Clicking **I Agree** opens a new window.

If you don't have a PEX account yet, click **Sign up with PEX**. This redirects you to [https://start.pexcard.com/get-started](https://start.pexcard.com/get-started) so you can create a PEX account first. If you already have a PEX account, click **Connect your PEX account**. This redirects you to your PEX account. * Log in to [http://dashboard.pexcard.com/](http://dashboard.pexcard.com/?utm_source=support) * Navigate to [Apps > Available](https://dashboard.pexcard.com/apps/available?utm_source=support) * Scroll to locate **PEX Connector for SAP Concur**. * Click **More info** > **Install** > **Launch**. * PEX will redirect you to a **Manage** page. PEX will redirect you to a **Manage** page.

* Click **Connect**. * PEX will redirect you to the Connector wizard. Now you are ready to configure your connector. ## Configure your Connector Choose which items you would like to sync to your SAP Concur account. * Import PEX cardholder purchases into your Concur Expense account. Enable this to successfully retrieve your PEX purchases. You can choose to sync *all* PEX cardholder purchases (regardless of approval status) or just *approved* ones. We recommend choosing *All* if you approve your transactions within SAP Concur and *Approved* if you approve transactions within PEX. For details on transaction review, see [How to Review Transactions](/administrator-guide/how-to-review-transactions-with-receipts-tags-and-user-notes). * Import PEX cardholder fees (for example, ISA fees) into your Concur Expense account. Enable this option to successfully retrieve your PEX cardholder fees. * Specify a start date for the sync. Transactions after this date will be synced. * PEX uses ET as the default timezone. * Start date must be less than 1 year ago. * Leave empty to default 2 months back. * Auto-sync will always process up to 2 months back. * Specify an end date for the sync. * PEX uses ET as the default timezone. * Leave empty to default to time of sync. * Hint: Temporarily pick a small date range for testing and reconciliation.

Click **Save**. ## Manage sync On the **Manage** tab you can: * Manually sync transactions by clicking **Execute**.

* View Sync history. * Refresh Sync history. * View the connection status. * Auto-sync runs **every hour**. * Disconnect from your SAP Concur account. * Refresh connection status. * View or edit configuration options. **Note:** Transactions are synced automatically every hour.

### Auto-sync Auto-sync will always process transactions based on the start date specified on the **Sync Options** step, with a maximum limit of 2 months back from today. If there is no start date specified on the **Sync Options** step, auto-sync will process transactions up to 2 months back from today. ### Manual sync If you trigger manual sync, the system will process transactions based on the start date specified on the **Sync Options** step, with a maximum limit of 1 year back. You cannot set the start date older than 1 year back. If there is no start date specified on the **Sync Options** step, manual sync will process transactions only up to 2 months back from today. ## Assign individual PEX cards to Concur accounts Follow the steps in the [SAP Concur support article](https://help.sap.com/docs/CONCUR_EXPENSE/13094e09188143b09cef21883ba5873e/188d424d6f091014bd49b07e2f665765.html#assigning-a-card-account) to sync fee and purchase transactions to individual Concur accounts. Make sure the cardholder’s email address matches exactly in both PEX and SAP Concur; otherwise, transactions may not sync properly. ## View transactions in Concur Log into Concur and go to **Available Expenses**. From there, the employee can code and upload receipts and create an expense report for approval.

## FAQ Yes, the Connector will automatically sync transactions every hour. Purchases in a settled status and cardholder fees (for example, ISA fees). Closed cards are not synced by default but can be requested if needed (see email below). Most likely, individual PEX cards haven't been assigned to Concur accounts. Follow the [instructions above](#assign-individual-pex-cards-to-concur-accounts) to complete this. In the meantime, you can view unassigned transactions under **Administration View** → **Company Card Tool** → **Manage Transactions**.

Yes. PEX syncs the following data points to Concur: Type, First Name, Last Name, Time, Description, and Amount. For example:

The transactions populate for each PEX cardholder or employee based on email address. The emails used in PEX and Concur must match. Log into Concur and go to **Available Expenses**. From there, the employee can code and upload receipts and create an expense report for approval. If auto sync is turned on, all new cards will automatically show up in SAP Concur. This includes card renewals and replacements for lost, stolen, damaged, or compromised cards. Yes. If you have multiple PEX accounts and use Concur Expense, you can sync multiple PEX accounts into one Concur account. Whether your business has multiple franchises, locations, or departments, your PEX data can flow into your Concur Expense account. If you manually disconnect any of your PEX accounts linked to a single Concur account, all other connected accounts will also be disconnected from that Concur account. To configure multiple PEX accounts with a single Concur account, you must use the **Link Business** feature in the Concur connector. One PEX account should be connected first, and the others will share its connection. The link feature becomes available when the logged-in admin has linked business accounts set up and opens the connector under the linked (admin) account. Click **Use existing**.

Pick an existing connection to use and click **Link**.

The transactions will continue to sync to the same card or account in Concur. ## Support & inquiries For any questions related to your connector, please email [appsupport+concur@pexcard.com](mailto:appsupport+concur@pexcard.com).