Copy data from Concur using Azure Data Factory or Synapse Analytics(Preview)

APPLIES TO: Azure Data Factory Azure Synapse Analytics

This article outlines how to use the Copy Activity in an Azure Data Factory or Synapse Analytics pipeline to copy data from Concur. It builds on the copy activity overview article that presents a general overview of copy activity.

Supported capabilities

This Concur connector is supported for the following capabilities:

Supported capabilities	IR
Copy activity (source/-)	① ②
Lookup activity	① ②

① Azure integration runtime ② Self-hosted integration runtime

For a list of data stores that are supported as sources/sinks, see the Supported data stores table.

The connector supports the Windows versions in this article.

Getting started

To perform the Copy activity with a pipeline, you can use one of the following tools or SDKs:

• The Copy Data tool
• The Azure portal
• The .NET SDK
• The Python SDK
• Azure PowerShell
• The REST API
• The Azure Resource Manager template

Create a linked service to Concur using UI

Use the following steps to create a linked service to Concur in the Azure portal UI.

1. Browse to the Manage tab in your Azure Data Factory or Synapse workspace and select Linked Services, then click New:

   • Azure Data Factory
   • Azure Synapse

   

2. Search for Concur and select the Concur connector.

   

3. Configure the service details, test the connection, and create the new linked service.

   

Connector configuration details

The following sections provide details about properties that are used to define Data Factory entities specific to Concur connector.

Linked service properties

The following properties are supported for Concur linked service:

Property	Description	Required
type	The type property must be set to: Concur	Yes
connectionProperties	A group of properties that defines how to connect to Concur.	Yes
Under connectionProperties:
authenticationType	Allowed values are OAuth_2.0_Bearer and OAuth_2.0 (legacy). The OAuth 2.0 authentication option works with the old Concur API which was deprecated since Feb 2017.	Yes
host	The endpoint of the Concur server, e.g. implementation.concursolutions.com.	Yes
baseUrl	The base URL of your Concur's authorization URL.	Yes for OAuth_2.0_Bearer authentication
clientId	Application client ID supplied by Concur App Management.	Yes
clientSecret	The client secret corresponding to the client ID. Mark this field as a SecureString to store it securely, or reference a secret stored in Azure Key Vault.	Yes for OAuth_2.0_Bearer authentication
username	The user name that you use to access Concur service.	Yes
password	The password corresponding to the user name that you provided in the username field. Mark this field as a SecureString to store it securely, or reference a secret stored in Azure Key Vault.	Yes
useEncryptedEndpoints	Specifies whether the data source endpoints are encrypted using HTTPS. The default value is true.	No
useHostVerification	Specifies whether to require the host name in the server's certificate to match the host name of the server when connecting over TLS. The default value is true.	No
usePeerVerification	Specifies whether to verify the identity of the server when connecting over TLS. The default value is true.	No

Example:

{ 
    "name": "ConcurLinkedService", 
    "properties": {
        "type": "Concur",
        "typeProperties": {
            "connectionProperties": {
                "host":"<host e.g. implementation.concursolutions.com>",
                "baseUrl": "<base URL for authorization e.g. us-impl.api.concursolutions.com>",
                "authenticationType": "OAuth_2.0_Bearer",
                "clientId": "<client id>",
                "clientSecret": {
                    "type": "SecureString",
                    "value": "<client secret>"
                },
                "username": "fakeUserName",
                "password": {
                    "type": "SecureString",
                    "value": "<password>"
                },
                "useEncryptedEndpoints": true,
                "useHostVerification": true,
                "usePeerVerification": true
            }
        }
    }
} 

Example (legacy):

Note the following is a legacy linked service model without connectionProperties and using OAuth_2.0 authentication.

{
    "name": "ConcurLinkedService",
    "properties": {
        "type": "Concur",
        "typeProperties": {
            "clientId" : "<clientId>",
            "username" : "<username>",
            "password": {
                "type": "SecureString",
                "value": "<password>"
            }
        }
    }
}

Dataset properties

For a full list of sections and properties available for defining datasets, see the datasets article. This section provides a list of properties supported by Concur dataset.

To copy data from Concur, set the type property of the dataset to ConcurObject. There is no additional type-specific property in this type of dataset. The following properties are supported:

Property	Description	Required
type	The type property of the dataset must be set to: ConcurObject	Yes
tableName	Name of the table.	No (if "query" in activity source is specified)

Example

{
    "name": "ConcurDataset",
    "properties": {
        "type": "ConcurObject",
        "typeProperties": {},
        "schema": [],
        "linkedServiceName": {
            "referenceName": "<Concur linked service name>",
            "type": "LinkedServiceReference"
        }
    }
}

Copy activity properties

For a full list of sections and properties available for defining activities, see the Pipelines article. This section provides a list of properties supported by Concur source.

ConcurSource as source

To copy data from Concur, set the source type in the copy activity to ConcurSource. The following properties are supported in the copy activity source section:

Property	Description	Required
type	The type property of the copy activity source must be set to: ConcurSource	Yes
query	Use the custom SQL query to read data. For example: "SELECT * FROM Opportunities where Id = xxx ".	No (if "tableName" in dataset is specified)

Example:

"activities":[
    {
        "name": "CopyFromConcur",
        "type": "Copy",
        "inputs": [
            {
                "referenceName": "<Concur input dataset name>",
                "type": "DatasetReference"
            }
        ],
        "outputs": [
            {
                "referenceName": "<output dataset name>",
                "type": "DatasetReference"
            }
        ],
        "typeProperties": {
            "source": {
                "type": "ConcurSource",
                "query": "SELECT * FROM Opportunities where Id = xxx"
            },
            "sink": {
                "type": "<sink type>"
            }
        }
    }
]

Lookup activity properties

To learn details about the properties, check Lookup activity.

Related content

For a list of data stores supported as sources and sinks by the copy activity, see supported data stores.