Note: The Corpay One - Microsoft Dynamics Business Central integration is configurable with the standard Business Central setup model. Any customization to the setup of your Business Central ERP system, e.g. customized accounting preferences or columns in ledgers, accounts or line items, may not be compatible with our current integration.
This article describes how you set up and use Corpay One’s integration for Business Central accounting software.
We have partnered with Business Central to offer customers an easy way to sync their Corpay One tasks with the rest of their financial records.
What does the Business Central integration do?
Corpay One’s integration with Business Central automatically syncs approved invoices and payments from Corpay One to Business Central.
When a bill is approved in your Corpay One account, the integration automatically creates a vendor expense entry in your Business Central account under that vendor. If the vendor isn’t already on your vendor list in Business Central, Corpay One will automatically create it for you.
When the approved bill is paid via Corpay One, the integration automatically creates a vendor payment entry in your Business Central account under that vendor.
What data can I sync between Corpay One and Business Central?
Here’s how data syncs between Corpay One and Business Central (the arrows in the middle column show which directions the data flows):
Step 1: Navigate to Extension Management
Open your Microsoft Dynamics 365 Business Central ERP system.
Use the search bar at the top right-hand corner of the page and type in 'Extension Marketplace'.
Use the search bar at the top of the Extension Marketplace window and type in 'Corpay One’.
Click the Corpay One app in the search results.
Step 2: Install Corpay One
On the Corpay One extension page, click the 'Get it now' button.
You will be prompted to confirm the installation. Click 'Install' to proceed.
Wait for the installation process to complete - it only takes a few moments.
Note:
Before setting up the integration with Corpay One, please make sure that the user preferences are configured in Business Central. Also note that the person configuring the integration in Corpay One must have accessed the company in Business Central. This allows us to download the user preferences during the configuration setup process.
Step 3: Configure Corpay One
Once Corpay One is installed in Microsoft Dynamics 365 Business Central, go to Corpay One.
Click “Settings” in the left-hand side of the interface, select “Integrations", and then click "Configure" on the integration.
Follow the instructions in the pop-up window to complete the installation and setup of the integration.
Corpay One will then automatically sync with Business Central - this may take a couple of minutes.
Once the synchronization is complete, your Business Central and Corpay One are connected, and you can start handling your invoices and payments via Corpay One.
Congratulations! You have successfully integrated Corpay One with your Microsoft Dynamics 365 Business Central. You are now ready to streamline and automate your company’s expense management and payment processes.