Before Corpay One can begin transferring document, payment and vendor data to your company's accounting or ERP system (or other third party platforms), you must set up an integration between the two platforms. Follow the steps below to get started.
First, go to Settings > Integrations in the left-side menu. You are now on the integrations overview, where you can access all of Corpay One's integrations:
Now click Learn more on the integration that matches your company's accounting system to continue to that integration's own page:
This is where the actual integration setup begins. The setup differs from integration to integration. You can find more detailed setup guides for all the integrations by going to the collection ERPs, integrations and accounting here in our help center, or by clicking the integration you want below.
Important information about changing your accounting or ERP system in Corpay One
Corpay One does not support changing your accounting or ERP system on your own, as this will cause a number of data errors in the integration.
If you change accounting or ERP system, you must contact Corpay One Support by email at Support@corpayone.com or via chat.