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Connect Corpay One with Business Central

This guide helps you make all the necessary preparations in Business Central and then connect Corpay One’s integration.

💡 Corpay One’s integration with Business Central only works with Business Central provided by Inventio.it.

What does Corpay One’s integration with Business Central do?

Corpay One’s integration with Business Central (BC from here on) automatically syncs all key data for your documents and payments to the general journal in BC:

Before you set up the integration

Before you start setting up the BC integration itself in Corpay One,

Before Smart NAV integration.

  1. Apply for a Roger account and follow the guide to Roger setup

  2. Open your Smart NAV client and select the company you want to integrate to

  3. Ad a new journal called Roger and setup the journal to match your NAV setup

  4. Make sure you have a vendor/company group called “Danmark" or NAV is setup to Inventio standard

5. Click on SMART panel and add Smart Bilag and smart API to your NAV account (this may add an additional fee to your NAV account)

Setup your smart Bilag by pressing setup and select the journal you want your Roger account to integrate to..

Setup NAV integration.

If you have an old Integration setup too Roger please delete the old Integration; and integrate once again.

  1. Choose the company you want to integrate to from the drop-down

Insert the REF ID from your NAV

Choose the journal from NAV you want Roger to integrate to (Roger)

Choose if you want to use general accounts or Cash management. Choose general journal if you don't use cash management

Insert the number from NAV you want your Payment methods to connect to.

Choose the custom list you want your receipts to be connected to and insert the ref number.

Click and activate to integrate your general journal.

  1. Save the integration.

  2. Close browser window to proceed working with Roger.

Testing your integration

  1. Press on integration and make sure your integration is active. There has to be a green dot in the lower right corner.

  2. Press settings and list. Make sure your general accounts had been imported and match the general accounts in your NAV..

  3. Send your first invoice to NAV. Select your category and press approve.

Important information about switching ERP system in Corpay One

Corpay One does not support switching ERP system on your own, as this will cause a number of data errors in the integration.

If you switch ERP system, contact Corpay One Support by email at Support@corpayone.com or via chat.

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