Before Corpay One can begin synchronizing document, payment and vendor data to your company's accounting platform/ERP (or other third party platforms) you must set up an integration between the two platforms. Follow the steps below to get started with this.
First, navigate to Settings > Integrations in the left-side menu. You'll now find yourself on the integrations start page where you can access all integrations offered by Corpay One:
Now, click on Learn more on the integration that matches your company's accounting platform to continue to the integration's own, individual page:
You have now arrived at the actual integration setup. This process varies from integration to integration. You can find detailed setup guides for all integrations by going to the article collection ERPs, integrations and accounting here in our help center or by clicking on the appropriate integration below.
Setup guides for integrations
QuickBooks
Sage Intacct
Xero
Slack
Zapier