In order to integrate with Zapier, you must first create an account in Zapier.
Like Corpay One, Zapier was built to maximize your team's efficiency by eliminating the daily manual tasks sucking up your time. Now we've teamed up so you can harness the power of both: set up customizable "Zaps" to send your Corpay One data to other tools your team is already using, without any manual work.
Note: Corpay One's direct integrations with accounting systems like QuickBooks, Xero, E-conomic, NAV Smartapi and Dinero are the best way to sync financial information. You don’t need to use Zapier to send information from Corpay One to these platforms.
Which Zaps should I set up with Corpay One?
With over 2,000 apps in Zapier's library and completely customizable data pulls for each Zap, the possibilities are endless. Though you'll be able to set up a connection between Corpay One and any of the apps in Zapier's library, here are a few of our favorite use cases:
Auto-populate Corpay One data into a spreadsheet, like Google Sheets or Excel. This is especially helpful for companies using an older accounting software that doesn't integrate with Corpay One. You can upload the spreadsheets directly to the software without any manual data entry.
Pull vendor data from Corpay One and add it to CRM tools like Pipedrive and Salesforce.
How do I set up my first Zap?
Here we'll walk you through integrating with Zapier, as well as creating a Zap for a common use case: between Corpay One and Google Sheets. Here's the goal:
Each time an expense is added to Corpay One, we want to automatically add the document data to a row in a specific Google Sheet.
The steps below explain how to set up this Zap from your Corpay One web app. You can also set up the Zap directly from your Zapier account by clicking "Make a Zap" from the left side menu, and searching for Corpay One in their library. If you choose this latter route, skip down to step 4 below!
1. From the Corpay One web app, click on Settings > Integrations in the left side menu and click Learn More on the Zapier integraton:
2. Click Connect to start the actual integration setup:
3. If you are not already logged into Zapier, you will be asked to do so now:
4. Now you'll be directed to Zapier to create your Zap. Click Make A Zap in the top left corner:
5. In the 1. Trigger box, select Corpay One in the Search Apps field:
6. Choose a Trigger Event in Corpay One from the dropdown. In this case, we’ll use “Expense Added", which means the Zap is triggered every time a new expense is submitted to Corpay One:
7. Click Continue and you'll be prompted to confirm your Corpay One account, as well as run a test to ensure Zapier can access your Corpay One data. The latter step is optional. In addition, you'll see a list of the permissions needed in order for Zapier to access your data in Corpay One. Click Yes, Allow at the bottom to continue.
Then click Continue in Zapier again to proceed:
8. Now you'll be asked to test the trigger functionality (i.e. the event "Expense added") to see if Zapier can connect with Corpay One. Click Test trigger to do so:
9. Now you'll need to specify the actions you want the Zap to perform when the trigger occurs. In our example, we'll enter Google Sheets in the Search Apps field and "Create Spreadsheet Row" and then "Update Spreadsheet Row". Upon selecting the action, you'll be prompted to sign into your Google account. Click Continue once you've done so:
10. For each action, we'll specify which Google sheet the data should appear in, as well as which fields to fill. Make sure that in the Google sheet, the column headers are ready to receive the expense data as well (check out this guide from Zapier if you're in doubt). Zapier will ask you to select data for each of these columns (e.g. amount, vendor, due date and category). Click Continue when you've made a selection in all of the dropdown menus:
11. You'll be prompted to test the Zap, which we recommend doing to ensure its accuracy. Click Test & Continue to do so, and watch the spreadsheet to see data from a document in Corpay One magically appear:
12. Now that the Zap is complete, simply click Turn on Zap to activate the Zap. From here on, document data will automatically appear in your Google sheet as soon as documents are uploaded to your company's Corpay One account. You can always toggle the Zap from Zaps page:
Once again, this is just one example of countless Zaps you could customize between Corpay One and another app your company uses. Check out Zapier's help center for more detailed information about the intricacies and use cases of Zaps.
Zapier x Corpay One FAQs:
Where can I manage and edit my Zaps?
You'll be able to manage, activate and de-activate your Zaps from your Zapier account.
How do I disconnect Zapier from my Corpay One account?
You can remove Corpay One under your connected apps in Zapier.
How many Zapier accounts can I have set up with my Corpay One account?
Currently we support that each user can set up a Zapier integration. That means each users with admin permissions in Corpay One can configure a Zapier integration.
What if I make a change to an expense after the Zap has occurred?
If you wish to run a Zap for an update on an expense in Corpay One, you can utilize the "... updated" triggers in Zapier.