- You need a Pro or Premium account on TravelPerk to use this feature
- Only Admins can use this feature
Circula is a travel expense management platform that is designed to make administration simple, secure and efficient.
Cicrula works with customers in Germany, Czechia, and Slovakia.
The Circula Integration
The Circula integration automatically imports data from TravelPerk and instantly creates expense reports.
- Whenever you make a booking on TravelPerk, Circula automatically creates an expense report using the Trip ID, dates and destinations.
- The trip dates are used to include any other purchase that falls onto those dates under the same trip.
- You can also add your out-of-pocket expenses to Circula for the trip and the report will include a per diem allowance based on your destination.
- Any changes made to bookings on TravelPerk will be reflected in Circula.
Note: Make sure that all employees use the same email address in TravelPerk and Circula.
Enable the Circula integration
For the integration to work smoothly, you need to change your invoice frequency to Instantly so that the data can be automatically imported to your Circula account.
You need to be an Admin for TravelPerk and have Developer permissions on Circula.
Note: The Admin who enables the integration needs to remain an active Admin on both platforms for the integration to continue working.
To enable the Circula integration, follow these steps:
- Go to Account Settings
- Select Integrations
- Find the Circula integration and click Set up
- Click Enable
- Log in to your Circula Admin account
- Authorize TravelPerk to have access to your Circula account
You can also enable the integration from your Circula account. Go to Settings, select the TravelPerk tab, and click the Connect to TravelPerk button.
Disable the Circula integration
Admins can disable the Circula integration by following these steps:
- Go to Account Settings
- Select Integrations
- Find the Circula integration and click Manage
- Click Disable