Syncing data between AutoManager and Carpay

How data syncs between AutoManager DMS and Carpay, what information is automatically shared, and how to manually sync data if a payment record does not appear as expected.

February 4, 2026

This article explains how payment and account information flows between AutoManager (or sometimes referred to as DeskManager) and Carpay, what data is synchronized, and how dealers can ensure accurate and consistent information across both systems.

Overview

Carpay integrates with AutoManager to support online and dealer-entered payments while keeping AutoManager as the system of record for customer accounts and loan data.

When a payment is made through Carpay, the payment transaction record is automatically sent back to AutoManager, including receipt information. Carpay retains payment tokens and supporting metadata, while AutoManager receives the record of the payment itself.

In rare cases where a payment does not sync automatically, dealers can manually trigger or reconcile the data.

What data syncs automatically

From AutoManager to Carpay

AutoManager provides Carpay with customer and account data so payments can be applied correctly, including:

• Customer name and identifiers
• Account or loan number
• Balance and payment context
• Other account details needed for payment processing

This ensures Carpay can associate payments with the correct AutoManager account.

From Carpay to AutoManager

When a payment is made through Carpay (customer portal, mobile app, IVR, or dealer entry):

• A record of the payment is automatically sent to AutoManager
• The payment appears in AutoManager as a posted transaction
• A receipt record is included with the payment data

Carpay retains:

• The stored payment token
• Processor metadata
• Transaction-level details used for reporting, refunds, disputes, and compliance

This allows AutoManager to reflect the payment while Carpay securely manages payment infrastructure.

When manual syncing is needed

In most cases, payments sync automatically without intervention.

Manual syncing or reconciliation may be needed if:

• A temporary connectivity issue occurred during processing
• The AutoManager account was updated mid-transaction
• Identifying information did not match at the time of payment
• A payment was processed during maintenance or downtime

This article focuses on what to do when the automatic sync does not occur.

How to manually sync or reconcile a payment

If a payment appears in Carpay but not in AutoManager, we suggest uploading your active BHPH to Carpay.

1. Inside of AutoManager, click Tools in your menu at the top.
2. Then, select Upload Active BHPH to Carpay.

We also recommend downloading payment data if there is a pending payment/unreconciled payment.

1. Inside of AutoManager, click Tools in your menu at the top.
2. Then, select Download Payment Data.

Common Questions

Are payments normally sent to AutoManager automatically?
Yes. Payment transaction records and receipts are automatically sent to AutoManager when payments are processed through Carpay.

Does Carpay store the full payment record?
Carpay stores the payment token and processing metadata. AutoManager stores the posted payment record and receipt.

What should I do if a payment doesn’t appear in AutoManager?
Verify the payment in Carpay first, then follow your AutoManager sync or reconciliation process. Contact support if needed.

Support & Troubleshooting

• Contact Carpay Support if you need help locating a payment or receipt in Carpay
• Contact AutoManager Support for assistance with syncing, refreshing, or posting payments in AutoManager