Concur Integration: How to find your Concur credentials (Admin)

Linking Your Concur Account to MileIQ

To enable MileIQ to send drives directly into your organization’s Concur account, you must obtain and configure Concur’s Client Web Services (CWS) credentials. There are two ways to do this—either via your Concur account manager or through your Concur admin dashboard.


1. Requesting CWS Credentials

Option A: Contact Your Concur Account Manager

  • Reach out directly and ask them to enable CWS for your organization and provide the following:

    1. Client ID

    2. Client Secret

    3. Refresh Token

    4. Authorization URL

They can even walk you through the details and permissions required.


2. Self‑Generating CWS Credentials (Admin Dashboard)

Note: This method requires Concur administrator privileges and some technical familiarity.

  1. Log in to your Concur Admin Dashboard.

  2. Navigate to AdministrationWeb ServicesClient Web Services.

  3. Click Create New Application (or Edit an existing one).

  4. Configure Grants & Scopes:

    • Allowed Grants

      • refresh_token

      • client_credentials

      • password

    • 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

  5. Save your changes and note the generated:

    • Client ID

    • Client Secret

    • Refresh Token

    • Authorization URL


3. Entering CWS Credentials in MileIQ

  1. In MileIQ Teams Dashboard, go to SettingsConcur Integration.

  2. Paste in each of the four pieces of CWS information:

    • Client ID

    • Secret ID

    • Refresh Token

    • Authorization URL

  3. Click Validate to confirm connectivity.

Once validated, you're all set!


4. Need Help?

  • Concur Support:

    • They can provide step‑by‑step instructions for generating CWS credentials.

  • MileIQ Support:

    • If you run into issues entering or validating credentials, email support@mileiq.com or visit the Help Center in your MileIQ dashboard.

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