Jitterbit is an enterprise iPaaS (integration platform as a service) that lets you streamline your data workflows. When paired with CData Connect AI, Jitterbit gets access to live SAP Concur data. This article demonstrates how to connect to SAP Concur using Connect AI and integrate with live SAP Concur data in Jitterbit.
CData Connect AI provides a pure OData interface for SAP Concur, allowing you to query data from SAP Concur without replicating the data to a natively supported database. Using optimized data processing out of the box, CData Connect AI pushes all supported SQL operations (filters, JOINs, etc.) directly to SAP Concur, leveraging server-side processing to return the requested SAP Concur data quickly.
Configure SAP Concur Connectivity for Jitterbit
To work with SAP Concur data from Jitterbit, we need to connect to SAP Concur from Connect AI, provide user access to
the connection, and create a Workspace for the SAP Concur data.
Connect to SAP Concur from Connect AI
CData Connect AI uses a straightforward, point-and-click interface to connect to data sources.
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Log into Connect AI, click Sources, and then click Add Connection
👁 Adding a Connection
- Select "SAP Concur" from the Add Connection panel
👁 Selecting a data source
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Enter the necessary authentication properties to connect to SAP Concur.
SAP Concur uses the OAuth 2 authentication standard. obtain the and by registering an app with SAP Concur. See the Getting Started section of the help documentation for an authentication guide.
👁 Configuring a connection (Salesforce is shown)
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Click Save & Test
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Navigate to the Permissions tab in the Add SAP Concur Connection page and update the User-based permissions.
👁 Updating permissions
Add a Personal Access Token
When connecting to Connect AI through the REST API, the OData API, or the Virtual SQL Server, a Personal Access Token (PAT) is used to authenticate the connection to Connect AI. It is best practice to create a separate PAT for each service to maintain granularity of access.
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Click on the Gear icon () at the top right of the Connect AI app to open the settings page.
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On the Settings page, go to the Access Tokens section and click Create PAT.
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Give the PAT a name and click Create.
👁 Creating a new PAT
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The personal access token is only visible at creation, so be sure to copy it and store it securely for future use.
Configure SAP Concur Endpoints for Jitterbit
After connecting to SAP Concur, create a workspace for your desired table(s).
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Navigate to the Workspaces page and click Add to create a new Workspace (or select an existing workspace).
👁 The Workspaces page.
👁 Adding a new Workspace.
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Click Add to add new assets to the Workspace.
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Select the SAP Concur connection (e.g. SAPConcur1) and click Next.
👁 Selecting an Asset (Salesforce is shown).
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Select the table(s) you wish to work with and click Confirm.
👁 Selecting Tables (Salesforce is shown).
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Make note of the OData Service URL for your workspace, e.g. https://cloud.cdata.com/api/odata/{workspace_name}
With the connection, PAT, and Workspace configured, you are ready to connect to SAP Concur data from Jitterbit.
Connect to SAP Concur from Jitterbit using Connect AI
To establish a connection from Jitterbit to CData Connect AI using the OData protocol, follow these steps.
- Log into Jitterbit.
- Create a project in Cloud Studio and provide a workspace environment for it.
👁 Creating a new project in Jitterbit.
- click Sources and enter OData in the search bar.
- Select the OData connector.
- Enter the OData connection properties.
- Connection Name: enter a connection name.
- OData Metadata URL: enter https://cloud.cdata.com/api/odata/{workspace_name}.
- Authentication: select Basic Auth.
- User Name: enter your CData Connect AI username. This is displayed in the top-right corner of the CData Connect AI interface. For example, [email protected].
- Password: enter the PAT you generated on the Settings page.
👁 Configuring connectivity to the Connect AI OData endpoint.
- Click Test to test the connection, and then click Save Changes.
- Choose the operation you want to perform and drag it to the workflow in your project.
👁 Selecting the operation for the workflow.
- Double-click the query operation to see all the tables and derived views available in your OData endpoint.
👁 Viewing the available endpoints.
- Select a table and configure the query.
You can now transform and integrate live SAP Concur data in Jitterbit.
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