Integration of Health Care Professional (HCP) attendees to SAP Concur

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Integration of Health Care Professional (HCP) attendees to SAP Concur
The primary purpose of HCP Attendee Integration is to automate and simplify the flow of HCP (Health Care Professionals) attendee master data into SAP Concur. This integration ensures that all attendee and event related data are accurate and up to date in the expense reports.

This integration is critical for industries (like pharmaceutical companies) wherein event-based expenses and HCP participant information must be recorded in the expense report.

Pre- Requisites:

• Maintain Attendee fields mapping between SAP Concur and HCP Provider
• Finalize Integration approach (Concur Web Services or API’s or any other approach)
• Schedule Attendee import job if needed.

Configuration Steps for HCP Attendee Integration in SAP Concur

      1) Register/Configure Web Service Connector in SAP Concur

      Go to Administration > Company > Web Services > Manage Application Connectors        and enter into the required credentials shared by HCP vendor.

      
   
      

     Click Test Connection and then activate the Fetch Attendee Connector as shown                   below:

     

     
     2) Create the lists for HCP Attendees

           List Management:
          Depending on client’s requirement, Create the required lists under List Management to              capture attendee specific information.
      3) Customize Attendee Form
           Configure HCP Attendee Form under Forms and Fields according to client’s requirement
           and map the list created to capture attendee information to the relevant field (if                           applicable).

           

       4) Map HCP Attendee form to Health Care Professionals Attendee Type

             
      5) Configure data source (e.g., MedPro, Veeva Network).
      Uncheck “Allow users to add attendees of this type” to restrict manual entry (if
      needed). Click on “Save”

            
           Adjust the settings (Settings tab) according to the client requirement

           

     6) Activate the new HCP Attendee Type to the required Expense group.

         

Benefits of SAP Concur HCP Attendee Integration

• Improved Data Accuracy and Consistency - Since attendee information is integrated directly into Concur from HCP data source, duplicate or incorrect attendee records are eliminated.
• Automated and Scalable Data Sync - No more manual uploads: the integration handles continuous updates as new attendees are added or modified in HCP data source.
• Streamlined Expense Management - Users can quickly select accurate attendee data while creating expense reports, saving time, and preventing errors.
• Compliance and Audit Readiness - Since attendee details (e.g., customer, external guest) are documented correctly, compliance with internal policies and audit requirements becomes simpler.
• Better Financial and Cost Tracking - Accurate attendee data ensures proper expense allocation and cost object management.
• Enhanced User Experience – Reduces Manual effort in capturing HCP attendee data in the expense reports

Conclusion

SAP Concur HCP Attendee Integration provides a powerful, automated solution for synchronizing attendee master data between SAP Concur and HCP Provider. By enabling accurate, real-time attendee details, organizations gets better control over event-related expenses which improves compliance and eliminate manual errors.