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Integrations: SAP Concur and QuickBooks

DataSnipper for Excel connects directly to SAP Concur and QuickBooks Online so you can import expense and invoice data straight into your workbook, no more logging into each system, downloading files, and re-uploading them by hand.

SAP Concur

What you can do

With the SAP Concur integration, you can import expense reports, line items, and attachments directly from your Concur tenant into DataSnipper for Excel. From there, Excel Agents can work on the imported data automatically.

How to connect

Connecting SAP Concur is a one-time setup per tenant, done by your Concur admin:

  1. Your Concur admin generates OAuth credentials inside SAP Concur: Client ID, Client Secret, Company UUID, and Company Request Token.

  2. Enter those four values into the SAP Concur connection form in DataSnipper and click Authorize.

Note: The Company Request Token expires 24 hours after it's generated. If it expires before you complete setup, your admin can regenerate just the token, the other three values stay the same. Treat all four values as sensitive and share them through a secure channel.

Requirements: Your Concur tenant must have Web Services / API access enabled. This is a paid SAP Concur add-on, check with your Concur admin if you're unsure whether it's active.

Watch it in action


QuickBooks Online

What you can do

The QuickBooks Online integration lets you import both expenses and invoices into DataSnipper for Excel. Invoices are imported as rows, their attachments are placed as snips on the matching rows, and each row includes a link that opens the original invoice directly in QuickBooks.

How to connect

Sign in to your QuickBooks account from the connection dialog in DataSnipper. That's it, no admin setup, no credentials to generate, and no additional QuickBooks subscription required. Your existing connection also covers both expenses and invoices, so there's nothing to reconfigure.

How to import

Open the Integrations importer, select your QuickBooks connection, choose Expenses or Invoices as the entity type, filter the records you need, select your columns (including Attachments and Origin URL if you want them), and import into a sheet.

  • Attachments: attachments are downloaded and placed as snips on the rows they belong to.

  • Origin URL: Each row gets a link that opens the source record back in QuickBooks.


Need help?

Contact DataSnipper Support or reach out to your DataSnipper representative.

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