New Integration Set Up or Configure Existing Integration
To synchronize Corpay One Mastercard transactions with Sage Intacct, proceed with the following setup steps:
Navigate to Settings > Integrations on the left-hand menu.
Click on the Sage Intacct tile.
If this is your first time setting up the integration, click Connect. If the integration is already set up, click Configure.
For step-by-step instructions on setting up the integration, check out this article.
Pre-requisites:
Teams must be enrolled for Corpay One Mastercard.
Before initiating the integration, please ensure the General Journal where transaction and payment records will synchronize, has been created in Sage Intacct. You can also elect Corpay One to create a liability account or select an existing account of your preference.
Configuration Steps:
During the integration process, you'll encounter a section titled "Corpay One Mastercard Syncing." Progress through the integration by clicking "Next" after completing each step.
The first step in integrating card transactions is to turn on the "Sync Corpay One Mastercard transactions" toggle. Once it's turned on, you'll see a series of setup options.
Choose your preferred General Journal for syncing credit card transactions and payments.
Choose your preferred Liability Account, which will be mapped to the payment method selected during configuration, or allow Corpay One to create an account.
The second step involves synchronizing historical transactions. Enable the "Sync historical transactions" toggle if desired. Since only a limited number of historical Corpay One Mastercard transactions can be synced to Sage Intacct, use the Calendar to select how far back to sync the transactions, up to 3 months.
Once the credit card transaction sync setup is complete, click the Complete button to complete the integration setup.
Note:
When you change the sync setup options, please remember that historical transactions previously synced to Sage Intacct won't sync again. Any transaction modified before updating the sync setup will sync to the new Liability Account/General Journal in Sage Intacct.