Concur Authenticate an Element Instance

You can authenticate with Concur to create your own instance of the Concur element through the UI or through APIs. Once authenticated, you can use the element instance to access the different functionality offered by the Concur platform.

Authenticate Through the UI

Use the UI to authenticate with Concur and create an element instance. Because you authenticate with Concur via OAuth 2.0, all you need to do is add a name for the instance and enter the API Key and Secret you identified in Concur API Provider Setup. After you create the instance, you'll log in to Concur to authorize Cloud Elements access to your account. For more information about authenticating an element instance, see Authenticate an Element Instance (UI). 

After successfully authenticating, we give you several options for next steps. Make requests using the API docs associated with the instance, map the instance to a virtual data resource, or use it in a formula template.

Authenticate Through API

Authenticating through API is a multi-step process that involves:

• Getting a redirect URL. This URL sends users to the vendor to log in to their account.
• Authenticating users and receiving the authorization grant code. After the user logs in, the vendor makes a callback to the specified url with an authorization grant code.
• Authenticating the element instance. Using the authorization code from the vendor, authenticate with the vendor to create an element instance at Cloud Elements.

Getting a Redirect URL

Use the following API call to request a redirect URL where the user can authenticate with the vendor. Replace {keyOrId} with the element key, concur.

GET /elements/{keyOrId}/oauth/url?apiKey=<api_key>&apiSecret=<api_secret>&callbackUrl=<url>&siteAddress=<url>

Query Parameters

Example cURL

curl -X GET
-H 'Content-Type: application/json'
'https://api.cloud-elements.com/elements/api-v2/elements/concur/oauth/url?apiKey=fake_api_key&apiSecret=fake_api_secret&callbackUrl=https://www.mycoolapp.com'

Example Response

Use the oauthUrl in the response to allow users to authenticate with the vendor.

{
"element": "concur",
"oauthUrl": "https://www.concursolutions.com/net2/oauth2/Login.aspx?scope=LIST%2CCONFIG%2CATTEND%2CERECPT%2CEXPRPT%2CTRVPRF%2CTRVREQ%2CUSER%2CTWS&response_type=code&redirect_uri=https%3A%2F%2Fhttpbin.org%2Fget&state=concur&client_id=UPjRvqOyYz9hDdWLLLLuQV"
}

Authenticating Users and Receiving the Authorization Grant Code

Provide the response from the previous step to the users. After they authenticate, Concur Beta provides the following information in the response:

• code
• state

Authenticating the Element Instance

Use the /instances endpoint to authenticate with Concur Beta and create an element instance. If you are configuring events, see the Events section.

To create an element instance:

1. Construct a JSON body as shown below (see Parameters):

           {
             "element": {
               "key": "concur"
             },
             "providerData": {
               "code": "<AUTHORIZATION_GRANT_CODE>"
             },
             "configuration": {
               "oauth.api.key": "<CONCUR_KEY>",
               "oauth.api.secret": "<CONCUR_SECRET>",
               "oauth.callback.url": "<CALLBACK_URL>"
             },
             "tags": [
               "<Add_Your_Tag>"
             ],
             "name": "<INSTANCE_NAME>"
           }
   

2. Call the following, including the JSON body you constructed in the previous step:

   POST /instances
   

   Note: Make sure that you include the User and Organization keys in the header. For more information, see Authorization Headers, Organization Secret, and User Secret.

3. Locate the token in the response and save it for all future requests using the element instance.

Example cURL

curl -X POST \
  https://api.cloud-elements.com/elements/api-v2/instances \
  -H 'authorization: User <USER_SECRET>, Organization <ORGANIZATION_SECRET>' \
  -H 'content-type: application/json' \
  -d '{
    "element": {
      "key": "concur"
    },
    "providerData": {
      "code": "0_mG9HpbmXfGi3gIQHlWNUbnHP0aOlN"
    },
    "configuration": {
         "oauth.api.key":"UPjRvqOyYz9hDdWLLLLuQV",
          "oauth.api.secret":"GNnU6D7uvWMjOyOEsU7uL1Xc4iaEdEOa",
          "oauth.callback.url":"https://mycoolapp.com"    },
    "tags": [
      "Test"
    ],
    "name": "ConcurInstance"
  }'

Parameters

API parameters are in code formatting.