Steps to integrate
This guide helps admins seamlessly integrate Uber for Business with SAP Concur, enabling efficient receipt management and employee roster sync for all linked child dashboards using the Uber for Business Parent dashboard.
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Click on the Profile icon at the top-right corner and navigate to the Integrations section within the parent dashboard
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Connect the Uber for Business application to your SAP Concur account by following the steps outlined in the SAP Concur - Uber Integration Overview
- After linking your account, review and accept the terms and conditions for integration. Once accepted, log in to the Uber for Business dashboard to complete the setup. Ensure you use the correct account and select the parent dashboard for configuration. Note: This step may be skipped if you are already logged into Uber for Business in your browser.
- After logging in, you will be prompted to select the features to enable for your SAP Concur - Uber integration on the parent dashboard.
- Receipt Forwarding is automatically enabled for all child organizations which are using decentralized billing.
- Employee Roster Sync is optional and requires accepting data-sharing permissions to activate. For more details on data sharing between SAP Concur and Uber for Business, refer to this link.
- If you enable employee roster synchronization, you will need to specify how your organization is categorized.
- Your child organizations can be categorized by Country, Region/State, or City. Ensure the selected category aligns with the data available in your Concur employee roster.
- For example, if you choose Country as the category, the Concur roster must include corresponding country data to identify employees for each organization
- After selecting category, providing data sharing permission for “Address” is mandatory to enable Concur roster sync for the parent dashboard. To learn more about data sharing between Concur and Uber for Business, please refer to this link.
- After selecting the category, the next step is to provide specific values for each of your organizations. For example, if you select Country as the category, enter the corresponding country names for each organization. Ensure that:
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The values for each organization are unique.
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The values exactly match the data in your Concur employee roster.
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Once you have completed the 6th step, the setup for employee roster sync via Concur at parent level is complete. The state of the Concur integration will change to ‘Enabled’ and it will also display the number of linked child orgs with active Concur set up for employee roster sync.