💡 This guide covers Corpay One's integration with Microsoft Dynamics 365 Business Central. If your Business Central is provided by Inventio and you use SmartAPI, that is a different integration – contact us at supporteu@corpayone.com or in the chat.
What does the integration do?
Corpay One automatically syncs your documents and payments to Business Central.
When a bill is approved in Corpay One, it is created in Business Central under the vendor. If the vendor doesn't exist, Corpay One creates it automatically based on the vendor template you have selected.
When the bill is paid through Corpay One, the payment is created under the same vendor.
If you change, for example, the category, department or note on a document in Corpay One, the entry in Business Central is updated – as long as it hasn't been posted.
How the fields map:
Bill → journal line or purchase invoice
Bill payment → journal line
Receipt → journal line
Credit note → journal line or purchase credit memo
Attachment → incoming document on the journal line
Note → description
Vendor ↔ vendor
Category ← account or balance account
Payment account ← bank account for payment
Lists ← dimensions
Before you start
Standard setup. The integration works with the standard Business Central setup. Customizations, such as extra fields or columns in journals, accounts or entries, may cause errors.
User preferences. User preferences must be set up in Business Central, and the person connecting from Corpay One must have opened the company in Business Central at least once.
Country code. A country/region code must be selected under Company Information in Business Central.
Exchange rates. If you receive bills in foreign currencies, Business Central must have exchange rates for those currencies.
Vendor templates. Create the vendor templates you want to use before you connect – one for domestic, one for foreign and one for EU vendors (they can be the same).
Journals. Create the journals Corpay One should post to before you connect. We recommend separate journals for entries from Corpay One.
Payment methods. Have your payment methods ready in Corpay One. Each of them must be mapped to a bank account in Business Central during setup.
Step 1: Install the Corpay One extension in Business Central
Open Business Central and search for Extension Marketplace in the search field in the top right corner.
Search for Corpay One and select the extension Corpay One Integrations from Corpay One ApS.
Click Get it now and confirm with Install. The installation only takes a moment.
You can also install the extension directly from Microsoft AppSource. Click Get it now, sign in with an administrator account for Business Central, and click Continue.
You can see that the extension is installed under Extension Management in Business Central:
Step 2: Connect from Corpay One
Go to Settings > Integrations in Corpay One and click Learn more on Business Central.
Click Connect. A new window opens: Configure integration.
Click Connect and sign in with your Microsoft account for Business Central.
Step 3: Select environment and company
Under Select environment, choose the Business Central environment you want to connect to (e.g. Production).
Under Select company, choose the company in Business Central.
Click Next.
Step 4: Configure
Choose where your bills should go
Under Integration mapping for bills, choose one of two options:
Map to General Journals – bills, credit notes, payments and receipts become lines in general journals. You select a journal for bills and credit notes, a journal for payments and a journal for receipts.
Map to Purchase Invoice, Purchase Credit Memo and Purchase Payment Journal – bills become purchase invoices and credit notes become purchase credit memos. This is also the option that enables two-way sync. You select a journal for payments and a journal for receipts. You can also turn on:
Projects and project tasks – imports projects and project tasks so you can assign them to bills and credit notes in Corpay One.
Import open invoices and unapplied credit notes – imports them from Business Central to Corpay One.
Map your payment methods to a bank account
For each payment method in Corpay One, select the bank account in Business Central that payments should be posted to.
Select vendor templates
Select a template for domestic, foreign and EU vendors. Corpay One uses the template that matches the vendor's country when it creates a new vendor in Business Central.
Click Next.
Step 5: Sync
Choose what to sync:
VAT codes – imports VAT codes from Business Central so you can override the VAT code for an account on a document in Corpay One.
General business posting groups – imported as a list in Corpay One.
Enable 2-way sync – open invoices that are changed in Business Central are automatically updated in Corpay One. Tick Invoices and/or Credit notes. Read more in Business Central: Two-way sync and invoice import.
Sync documents to vendor profile – files you have uploaded on a vendor in Corpay One become visible on the vendor in Business Central.
Click Complete. When you see Success, the integration is set up. The first sync may take a few minutes.
Note: The setup screens in this guide are shown in Danish. The fields and buttons are the same in English.
Once the integration is running
Change the setup: Go to Settings > Integrations > Business Central and click Configure. You go through the same steps again with your current choices filled in.
Disconnect the integration: Click Configure and then Disconnect.
Credit notes: Read how to apply a credit note to a bill here.
Updating the extension: Read how to update the extension when we ask you to here.
Errors: See the error under the Integrations tab on the document in the integration log. Corpay One can only update entries that haven't been posted.
Important information about changing accounting system in Corpay One
Corpay One does not support changing accounting system on your own, as this will cause a number of data errors in the integration.
If you change accounting system, contact Corpay One Support by email at supporteu@corpayone.com or via chat.