Please note: The integration between Corpay One and Microsoft Dynamics Business Central is configurable with the standard setup model available in Business Central. Note that any customization of your Business Central ERP setup, for example customized accounting preferences or columns in ledgers, accounts or line items, may not be compatible with our current integration.
Introduction
This article explains how to update your Microsoft Dynamics Business Central integration with Corpay One after improvements or new features have been introduced.
Please note: Updates to Microsoft Dynamics Business Central must be installed by the ERP administrator in your organization.
Update the application in Business Central Admin Center.
When required: You will receive an email from Corpay One Support stating whether this step is needed.
Steps:
Log in to your Microsoft Dynamics Business Central ERP. Navigate to the Admin Center within your Business Central.
Navigate to the 'App Management' section.
Locate your "Corpay One Integrations" extension.
Follow the on-screen instructions to complete the update.
Reconfigure the integration in Corpay One:
When required: Instructions will be sent by email if reconfiguration is necessary.
Steps:
Log in to your Corpay One account.
Go to your integration settings.
Follow the instructions provided in this article to reconfigure the Business Central integration.
Both updates required:
When required: In some cases, both an application update and a reconfiguration may be necessary. Guidance will be sent by email.
Steps: Complete both sets of instructions described above.
Video: a step-by-step guide to updating your integration.
Important notes:
Communication: Always wait for instructions from the Corpay One support team before you start an update.
Support: If you run into problems or have questions, contact supporteu@corpayone.com for help.
Conclusion: Staying up to date ensures optimal performance and access to new features. Follow these steps carefully and contact our support team whenever you need to, for a smooth update experience.