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Integrating Concur and NetSuite Using Celigo

Elizabeth Keefe

Jun 3 2020

3 min read

When companies are looking to expand their expense and AP automation capabilities beyond NetSuite, one of the first solution providers that comes to mind is Concur, simply because it can do both. When the travel planning capabilities are added, you have an almost complete add-on solution to NetSuite.

We’ve found that in the last three years, our clients have requested a NetSuite and Concur integration more than any other SuiteApp. Whether clients are using Concur for expenses or automating their AP processes, there’s almost always a need to get that information back into NetSuite.

Enter: Celigo’s Prebuilt integration for NetSuite and Concur

Sikich has built a great partnership with Celigo over the years, making them one of our top SuiteApp partners in the integration space. We have many shared customers, across all industries, with small to large integrations, all using Celigo solutions. Sikich is very invested in our partnership, and several of our consultants are certified to use the integration.io platform to build custom integrations.

Celigo has a number of “Quickstart Templates” that are pre-packaged integration flows. Users can install, configure, and modify them to create custom integrations between different applications quickly.

Celigo recently released a “Certified by Concur” Quickstart Template to streamline expenses and invoice management between NetSuite and Concur. These templates automate expense management and AP processes with pre-built integration flows for syncing expense reports, vendor bills and more between the two systems. You can expedite your expense payment and ensure compliance with company policies. Celigo is intuitive to use, customizable and expandable, and best of all, works right out of the box.

Using Celigo

When using Celigo, a “Flow” eliminates a manual process by automating the exchange of data from one application to another. A flow can be an individual flow or grouped with other flows.

These are the typical flows we typically see in a Concur Expenses Integration:

Employees/ Users
Expenses

These are the typical flows we often see in a Concur Payments Integration:

Vendor Bills/ Invoices
Vendors
Vendor Credits/Refunds

Key Benefits of using the Celigo out of the Box Concur Connector:

Gain deep visibility into how you’re spending funds.
Save time and minimize accounting errors by automating manual processes.
Integrate effortlessly with pre-built, out-of-the-box integration that does not require IT support.

Celigo has helped thousands of customers with their integration problems to date. If you have any questions about how Celigo can work for your own NetSuite and Concur integration, please contact us at any time to learn more!

This publication contains general information only and Sikich is not, by means of this publication, rendering accounting, business, financial, investment, legal, tax, or any other professional advice or services. This publication is not a substitute for such professional advice or services, nor should you use it as a basis for any decision, action or omission that may affect you or your business. Before making any decision, taking any action or omitting an action that may affect you or your business, you should consult a qualified professional advisor. In addition, this publication may contain certain content generated by an artificial intelligence (AI) language model. You acknowledge that Sikich shall not be responsible for any loss sustained by you or any person who relies on this publication.

About the Author

Elizabeth Keefe

Elizabeth has nine years of experience at Sikich, where she worked in both client management and project leadership roles in the BioTech space. Elizabeth recently transitioned to an Account Executive, specializing in selling NetSuite solutions within the BioTech industry.