Extracting Invoice Data Files for ERPs

Corpay Complete streamlines the use of structured files for interfacing with ERP systems through our Data Extract feature. This article will guide you through the process of extracting and managing invoice posting files from Corpay Complete for use in your ERP system.

Note: Invoices must have a status of Open or Paid to be exported from Corpay Complete to your ERP.

The Data Extract feature is available in two locations in Corpay Complete. Click the following links to learn more about using the feature in each location:

• Creating a Data Extract in the Invoices Module: Use the Invoices module if you want to extract specific invoices.

Note: You may also extract all invoices from the Invoices module.

• Creating a Data Extract in the Reports Module: Use the Reports module to extract all eligible invoices.

Creating a Data Extract in the Invoices Module

This section details how to extract invoice files from the Invoices module for use in your ERP.

1. Log in to Corpay Complete.
2. Click the Invoices module from the left-side navigation pane.

3. Choose either the Processing Invoices tab or the All Invoices tab.

   Note: In this document, the Processing Invoices tab will be used. However, the procedure remains identical for the All Invoices tab.

4. Select one or more invoices from the Processing Invoices grid.
5. Choose Create Data Extract from the Bulk Action drop-down.

6. The following confirmation message will display, and the Exported column will change to Yes for each successfully exported invoice.

   Note: Invoices previously marked with Yes in the Exported column will be excluded from the Data Extract.

7. Click the Data Extract tab link on the Data Extract Created dialog.

8. On the Data Extracts tab, click the download  icon.
9. Review the invoice details in the Data Extract Download dialog, then click Download to download the data.

10. Invoices will be downloaded as CSV, Excel, or text files based on company settings. If enabled, a Zip folder containing invoice images will also be available.

Creating a Data Extract in the Reports Module

This section details how to extract invoice files from the Reports module for use in your ERP.

1. Click the Reports module from the left-side navigation pane.

2. Select the Data Extracts drop-down and then click Invoices.

3. Select Create Data Extract.

4. Click the download  icon in the Actions column.

5. Review the invoice details in the Data Extract Download dialog, then click Download to download the data.

6. Invoices will be downloaded as CSV, Excel, or text files based on company settings. If enabled, a Zip folder containing invoice images will also be available.