SAP Concur
Overview
Create or update standard and custom Dynamics 365 CRM and Business Central records based on your form submissions.
What you need
- An active Feathery account and form
- An active SAP Concur account
Background
SAP Concur is a cloud-based service that provides travel, expense, and invoice management solutions for businesses, streamlining processes and ensuring compliance with company policies while providing insights into spending.
Benefits
Using SAP Concur can streamline travel and expense management, automate invoice processing, improve compliance with corporate policies, and offer valuable insights into spending, enhancing decision-making and financial control.
Considerations
When evaluating SAP Concur, consider its integration with your existing financial systems, the scalability to match your organization's growth, the comprehensiveness of its travel, expense, and invoice management features, data security and compliance measures, user experience and accessibility across devices, customer support and training resources, and the total cost of ownership including subscription fees and any additional costs for customization or additional services.
How to set up
Navigate to the Feathery form that you want to connect to SAP Concur. Click on the Integrations tab.
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Open the SAP Concur integration and choose the Feathery form event to trigger the SAP Concur action. Your options are when someone completes the form, reaches a specific step of the form, or whenever data is received from your end user (partial submissions, data enrichment, etc.)
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Authorize and connect your SAP Concur account.
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Choose which Concur records you'd like your Feathery form data to map to and whether they should be created, updated, or both.
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Map your Feathery fields to the corresponding Concur record fields that you want them to populate.
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Click Connect. Your integration is now live and ready to go!
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What’s a Rich Text element?
The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.
Static and dynamic content editing
A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!
How to customize formatting for each rich text
Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the
"When inside of" nested selector
system.
This is a H6
- This is a list item
- This is another list item here
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