In order to link your organization's Concur account to MileIQ, you'll need a feature from Concur called Client Web Services (CWS) which authorizes third-party partners, like MileIQ, to work with your Concur account.
There are two ways you can get the credentials you need for MileIQ:
- You can request these credentials by contacting your Concur account manager, or
- You can generate them from your Concur administrative dashboard (which requires some more technical expertise)
*Concur can provide you with detailed instructions upon request
When generating the credentials, you’ll be asked for the permissions that MileIQ will require. You'll need to provide the following:
(1) Allowed Grants: refresh_token | client credentials | password
(2) Allowed Scopes: identity.user.core.read | identity.user.coresensitive.read | identity.user.enterprise.read | identity.user.ids.read | EXPRPT | CONFIG | expense.report.read | expense.report.readwrite
The resulting CWS information will need to enter into MileIQ:
- Client ID
- Secret ID
- Refresh Token
- Authorization URL
Once that has been entered/validated, any driver on your Team will be able to enable Concur Integration and submit drives from the MileIQ dashboard directly to their Concur account.