Has anyone here worked on connecting SAP Concur with Vantagepoint to handle expense reports through integration platforms? I know there are ready-made solutions from vendors like Full Sail, but I want to hear from people who built their own integrations using platforms like Workato or Power Automate.
We’re planning to start this project soon and would really value any insights or challenges you faced during your implementation. What worked well for you and what would you do differently? Any specific gotchas or tips that could save us time and headaches down the road?
We wrapped up a Concur-Vantagepoint integration with Power Automate about eight months back. The auth layer was way trickier than expected - managing token refreshes for both systems at once was a pain. Biggest takeaway: validate your data thoroughly before pushing expenses to Vantagepoint. We corrupted several expense reports early on because of field format mismatches. Timeline blew up because we totally underestimated testing. Make sure you’ve got dedicated sandboxes for both platforms and budget serious time for UAT. Also, think about transaction volume upfront - we had to rebuild our flows when processing times tanked during month-end.
I undertook a similar project a while back using Workato to connect SAP Concur with our financial system. One significant challenge was reconciling the different expense types between the two platforms; this necessitated an intricate mapping system, which often failed when updates occurred on either side. Another issue revolved around managing approval workflows, where real-time syncing led to conflicts. We shifted to a batch process, running every few hours, which streamlined operations. Importantly, ensuring robust error logging from the outset would have saved us a lot of troubleshooting time, as missed mappings often delayed our workflow.
just wrapped this setup last quarter - used workato for the main data flow with custom apis handling vantagepoint’s weird quirks. fair warning: both platforms have terrible docs, so you’ll be doing lots of trial and error. watch out for duplicate expense entries when users edit reports after they’ve synced. i added a status tracking field that saved us from major headaches. don’t forget about reporting either - finance always wants custom reports that neither system does well out of the box.