We've partnered with Viewpoint Vista to offer customers an easy way to sync their Corpay One data with the rest of their financial records.
What does the Viewpoint Vista integration do?
Corpay One's integration with Viewpoint Vista automatically syncs data between Corpay One and Viewpoint Vista.
Corpay One reads and imports vendor records and custom lists from Viewpoint Vista
Corpay One pushes information about card transactions and bills to Viewpoint Vista
What data can I sync between Corpay One and Viewpoint Vista?
Here is the data that flows between Corpay One and Viewpoint Vista. The arrows show the direction of the data flow.
Note: The following are coming soon to the Vista integration: Receipts, Credit Notes, and Items.
How do I connect Corpay One and Viewpoint Vista?
The Corpay One team is required to set up the Vista integration. Please schedule time with our team by contacting our team at support@corpayone.com.
Once the set up time is confirmed the following steps can be completed, prior to the scheduled time:
Corpay One Product Team invites you to the Trimble App Xchange Platform (https://app.xchange.trimble.com/)
Complete the sign up process with Trimble App Xchange (complete prior to the
During the scheduled time the Corpay One team will walk you through the following steps:
Set up the Trimble App Xchange "Workspace"
Click the "Integrations" button on the left nav
Click "Add Workspace" button in the top right and complete the wizard
Enter the Workspace by clicking on the name and click the "Integrations" button on the left side
Vista entry will say "Agent Required" and Corpay One entry will say "Connection Needed"
Connect Trimble App Xchange to Viewpoint Vista
Install the App Xchange On Prem Agent to Viewpoint Vista
Create a Vista SQL User for the App Xchange Agent
Enter the connector details in App Xchange
Once this is done, the "Agent Required" notice will disappear
Connect App Xchange to Corpay One
Click the "Add Connection" link
Enter a Name
Click the field for Oauth Client and click "Add New Client" from dropdown
Fill in the details in the additional fields with values we will give you during our set up call
Once this is done, the "Connection Needed" notice will disappear and a "Connected" item will show
Enable App Xchange Integration in Corpay One
Settings > Integrations > App Xchange > Connect
Grant permission for the Trimble connector
Choose the correct Corpay One team to connect with Vista
Click Verify Data Imports (that this may take a few moments to initialize)
Continue to follow the steps to configure the integration including:
Account Setup - Default Category, Payment Account, Payment Method Mapping
Toggle on the Import Open Invoices feature to bring in Open Invoices for the last 60 days.
Choose the following sync options
Turn Sync Before Approval ON if bills should sync to Vista before they are approved. (OFF means an approval is required prior to bills syncing to Vista)
Turn on Sync Card transactions and configure the correct Liability Account to sync the transactions to. You can sync to an existing account or have Corpay One create a new account.
FAQs
How often does information sync?
The connection runs every 15 minutes.
To keep the batches area clean and reduce the number of batches in Vista, new information entered in Corpay One will be synced at the end of each calendar day.
Where do I find bill activity from Corpay One in Viewpoint Vista?
These can be found in the AP Payment History
Where do I find card transactions from Corpay One in Viewpoint Vista?
These can be found in the AP Transaction entry