What is the integration log?
User Corpay One's integrations to automatically synchronize data from documents in Corpay One with your accounting software. In this article you'll learn to use the integration log to see all sync attempts for a document in Corpay One.
Among other benefits, the integration log can:
...give you visibility into what data Corpay One has sent to your accounting system.
...help you troubleshoot any data synchronization errors Corpay One has encountered.
...let you manually synchronize data between Corpay One and your accounting system, if you wish to do so.
Where do I find the integration log?
You can find the integration log for a document by clicking on the document and then clicking the Integrations tab:
When you click the Integrations tab, you can choose from the dropdown menu for which integration you'd like view the log (if you only use one integration, only one option will be shown here):
Once you have clicked on the desired integration, the integration log appears. Here, you'll see all successful and failed sync attempts:
What can I use the integration log for?
The integration log has two main purposes:
1. You can get an overview of all successful and failed attempts to synchronize data between Corpay One and your accounting system
The integration continuously attempts to synchronize data between Corpay One and your accounting system. These occur both in connection with "major" events (the document has been added, the bill has been paid, etc.) and "minor" events (the bill's due date has been changed, the category of the document has been changed, etc.). In any of these cases, the corresponding entry in your accounting system is updated correctly. The integration log shows both automatic and manual attempts for synchronization (for the latter, see the next section).
If a synchronization attempt fails, an error message will also appear in the integration log that can help you and maybe Corpay One's support team fix the error.
Integration errors can be caused by several things: temporary server errors, integration setup errors, changes in the accounting system, unsupported subscription plan, and so on. You can always contact us at support@corpayone.com if you're faced with an integration error you can't fix, and we'll jump right on it.
2. You can manually synchronize the document to your accounting system
By clicking the Re-sync Integration button, you can manually synchronize your document's data to your accounting system:
After you click on the Re-sync Integration button, a new window appears where you have to choose which entry in the accounting system you want to synchronize: the invoice entry (also called "vendor bill" or something similar) or the payment entry (also called "vendor payment" or something similar). Select the desired entry, and click the Re-sync button again:
Of course, it is only possible to synchronize to the payment entry if a payment has actually been made for the bill (or if it has been marked as paid). If no payment has been recorded for the bill in Corpay One, then the Vendor Payment option will not be visible.
When a coworker performs a manual sync for a document, two things can happen:
If the entry is already in the accounting system, it will be updated to match the details of the document in Corpay One at the time of the synchronization.
If the entry is not in the accounting system, a new entry will be created that matches the details of the document in Corpay One at the time of the synchronization.
Once you have performed a manual sync for a document, this event will also appear in the integration log.