Switching from one accounting or ERP system to another in Corpay One requires you to follow a few important steps to make sure your data is handled correctly. This guide helps you disconnect your current integration, prepare your account for the new system and set up the new integration.
Important things to know before you switch accounting or ERP system
Set a cut-off date for the switch
It is important that you set a cut-off date for when you switch from one accounting or ERP system to another. You need to set a date from which data should no longer be sent to the old system. If no cut-off date is set, it can create confusion about what is synchronized and where it is synchronized to.
We recommend that you make the switch at the transition to a new accounting period, so that you close the period in the old system and then start a new period in the new system. This gives you the smoothest transition.
Lists and dimensions are removed
When you disconnect an integration, all associated lists and dimensions that were imported from the old system are deleted. If you need the historical data, you have to download it before you disconnect the integration.
You can download a CSV file with document data as shown below ā¬ļø
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Avoid having two active integrations
Do not activate the new integration before the old one has been disconnected and your account has been prepared. Otherwise errors will occur, because the system will try to retrieve and send data to and from both systems at the same time.
Steps for switching accounting or ERP system
Disconnect your existing accounting or ERP integration
Go to the integrations tab in Corpay One and deactivate your current integration. This is essential in order to avoid data conflicts.
You do this via Settings > Integrations > Find your current integration > Click Connected > Click Configure > Click Disconnect.
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Once you have done the above, the integration is successfully disconnected ā
Contact Corpay One
When you have disconnected your integration, contact your contact person, your Advisor Manager or Corpay One support via the chat or at supporteu@corpayone.com. Please let the team know that you are ready for us to clear the imported data on your account.
We prepare your account for the new system by clearing out the data from the old one. It only takes a moment!
Set up the new accounting or ERP integration
When your account is ready, set up the integration to your new accounting or ERP system.
Setup guides for accounting and ERP integrations
Here you will find detailed guides for setting up the integration for the most popular systems:
Do you have questions or need help? Feel free to contact us via the chat or at supporteu@corpayone.com. We are here to help! š