Companies with a TravelPerk subscription can connect their TravelPerk account to their Circula account.
How it works
Why connect your TravelPerk account to Circula?
Once you connected your TravelPerk account to Circula, bookings made in TravelPerk will be pushed to Circula and trips will automatically get created as drafts.
Trips will get created on the basis of:
Drafted trips will include the corresponding start and departure dates, the booking numbers, per diems, all destinations of a trip as well as potential additional information.
The corresponding flight, train, or hotel tickets will be automatically added to your trip as well.
Other expenses, that occur during the trip, can then later be added easily to the drafted trip in Circula.
How to connect TravelPerk with Circula?
You can find the "TravelPerk" Tab under "Integrations" in the menu of your Circula account. There, you can connect your TravelPerk and you Circula account. For the activation, you need to be the admin of both accounts.
Best use for Travelperk is to create a Category called "Travelperk", and to connect this with the Integration.
How are expenses created when there are multiple Travellers?
When trips that contain multiple travellers are created in Travelperk, each traveller will have the expense created for them, with the booking amount divided by the number of travellers. For example, with a trip of five people, for all five users a draft of the trip with the corresponding receipt from Travelperk will be created. The amount of the booking is automatically divided by the amount of travellers - in this case, five. Note, that these five draft expenses are only created for the ones that actually travelled, not for the user that books the travel.
❗️For automatic data transfer from TravelPerk to Circula, "Instant Billing" must be set in the TravelPerk payment settings and is exclusively required for the interface.
❗️Changes made to the booking in TravelPerk will automatically be pushed to Circula and the drafted trip is updated with the new information.
Do you still have questions?
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