# 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

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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