Step 1: Navigate to Extension Management
Open your Microsoft Dynamics 365 Business Central software.
Use the search bar at the top right hand corner of the page and type in 'Extension Marketplace'.
Use the search bar at the top of the Extension Marketplace window 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 Extension page, click on the 'Get it now' button.
You will be prompted to confirm the installation. Click on 'Install' to proceed.
Wait for the installation process to complete. This may take a few moments.
Step 3: Configure CorpayOne
Once Corpay One is installed in Business Central, open your Corpay One application.
Under the “Integrations” tab, select “Configure” Integration.
Follow the instructions on the pop up window to complete the installation and integration setup.
Corpay One will then automatically sync with Business Central - this may take a couple of minutes.
Once the synchronization is complete, your Business Central ERP and Corpay One are now 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.