Note: Corpay One - Microsoft Dynamics Business Central Integration is configurable with the standard Business Central setup model. Any customization to the setup of your Business Central ERP e.g. customized accounting preferences or columns in ledgers, accounts or line items may not be compatible with our current integration.
Corpay One integrates seamlessly with Microsoft Business Dynamics 365 Central, providing a streamlined, efficient, and powerful solution to manage your business expenses and payments. In this guide, we will walk you through the steps required to set up this integration through the Microsoft App Source Store.
What data can I sync between Corpay One and Business Central?
Here's how data flows between Corpay One and Business Central (the arrows in the middle column show which directions the data flows):
Step 1: Access the Microsoft AppSource Store
Open your web browser and navigate to the Microsoft AppSource Store at https://appsource.microsoft.com.
Use the search bar at the top of the page and type in 'Corpay One Integrations'
Click on the Corpay One app from the search results.
Step 2: Install Corpay One
On the Corpay One App page, click the 'Get it now' button.
You'll be prompted to sign in with your Microsoft account. Please sign in with the account that has administrative access to your Business Central.
After signing in, click the 'Install' button to proceed with the installation.
Note:
Before setting up the integration with Corpay One, please ensure that the user preferences are configured in Business Central. Additionally, please note that the individual configuring the integration in Corpay One must have accessed the company in Business Central. This allows us to download the user preferences during the configuration setup process.
Step 3: Configure Corpay One
Once Corpay One is installed in Business Central, open your Corpay One application
Navigate to the “Integrations” tab under settings on the left navigation and select the Business Central integration; click "Connect."
❗ This button will instead say Configure once you have already connected Corpay One with Business Central
In the pop-up window that appears, click "Connect."
In the next step, confirm the
environment you would want to connect on Business Environment (in the event you have more than one environment)
company profile in Business Central with which you wish to connect your Corpay One application (in the event you have more than one organization listed on your Business Central application)
Click Next to Continue
On the Configure page:
Choose where to map your invoices, receipts, credit memos, and payments—to a General Journal or a Purchase Invoice.
Set up mapping for the payment method for bills when a journal entry is created
Select your preferred Vendor template for both domestic and foreign vendors from a drop-down list. This would apply to vendors created through the Corpay One platform.
Features Specific to Invoices and Credit Memos Mapped to Purchase Invoices, Purchase Credit Memos, and Purchase Payment Journals
For Teams that like coding their purchase invoices and credit memos to Projects and Project Tasks, you can now import your projects and project tasks into Corpay One. Simply enable the toggle on the integrations page to enjoy this feature.
Teams can now easily import their unposted Purchase Invoices and unposted Purchase Credit Memos into Corpay One. Just enable the toggle to get started!
Teams can now automatically update Invoices and Credit Memos in Corpay One with changes from Business Central by enabling the 2-way sync toggle.
Click Next to Continue
On the Syncing page:
Enable/disable the sync before approval toggle if you want to sync invoices to Business Central before approval (available US/UK only).
Enable or disable the 2-way sync toggle to automatically update Corpay One with changes from Business Central.
Enable/disable the sync document to the vendor profile in the Business Central toggle.
Enable/disable the Corpay One Mastercard sync toggle (available in the US only).
Then click Complete to complete your Corpay One and Business Central integration set-up.
Business Central FAQ:
How do I disconnect from Business Central?
Navigate to Settings > Integrations, and click on the Business Central box. Click on the Configure button. Click Allow to allow Corpay One to view the current setup with your Business Central account. You'll be able to view the existing integration that's been set up between Corpay One and Business Central. Click Disconnect to disconnect the integration.
When and how does data sync occur?
When you submit an expense to Corpay One, you'll see a matching invoice entry in Business Central. In the integration setup, you can select whether this synchronization happens only when a document is approved or as soon as it's submitted to Corpay One.
When you pay a bill in Corpay One, you'll see the payment information reflected in Business Central.
Any changes to categories, departments, notes, etc. on a document in Corpay One will immediately be reflected on the corresponding entry in Business Central.
Once the synchronization is complete, your Business Central ERP and Corpay One will be connected, and you can begin managing your expenses and payments via Corpay One.
Congratulations! You have successfully integrated Corpay One with your Microsoft Dynamics 365 Business Central. You are now ready to streamline and automate your business expense management and payment processes.