Note: The 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 or accounts, may not be compatible with our current integration.
This article describes how you set up and use Corpay One's integration for Business Central accounting software.
We've partnered with Business Central, a premier accounting software, to offer customers an easy way to sync their Corpay One tasks with the rest of their financial records.
What does the Business Central integration do?
Corpay One's integration with Business Central automatically syncs approved invoices and payments from Corpay One to Business Central.
When a bill is approved for your Corpay One account, the integration automatically creates a vendor expense entry in your Business Central account under that vendor. If the vendor isn't already on your vendor list in Business Central, Corpay One will automatically create it for you.
When the approved bill is paid via Corpay One, the integration automatically creates a vendor payment entry in your Business Central account under that vendor.
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: Navigate to Extension Management
Open your Microsoft Dynamics 365 Business Central ERP
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.'
Step 2: Install Corpay One
On the Corpay One Extension page, click 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.
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 CorpayOne
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 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 Import open invoices and unapplied credit notes 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 for US/UK Teams 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 for US Teams only)
Then click Complete to complete your Corpay One and Business Central integration set-up.
Corpay One will then automatically sync with Business Central; this may take a couple of minutes.
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.