---
title: How do I connect Lightyear to ProcurementExpress?
description: Connect Lightyear to ProcurementExpress to publish approved POs and deliveries. Set up credentials, configure publishing rules, and map suppliers.
---

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# How do I connect Lightyear to ProcurementExpress?

## Send approved purchase orders and delivery receipts from ProcurementExpress to your Lightyear account for invoice matching and three-way reconciliation.

Lightyear integration lets you publish approved purchase orders and delivery receipts directly from ProcurementExpress. ProcurementExpress handles approval and receiving; Lightyear handles invoices and matching.

### **Before you start**

- You need a **Company Admin** user role in ProcurementExpress
- You need Lightyear API credentials (Client ID, Client Secret, and Company ID) from your Lightyear account
- Purchase orders must be enabled in your Lightyear company

### **Step 1: Navigate to Lightyear settings**

1. Click on your Initials in the top right and select **Integrations**
2. Find **Lightyear** in the list of available integrations
3. Click **Connect**

 

### **Step 2: Enter your Lightyear credentials**

- Enter your **Client ID** from Lightyear
- Enter your **Client Secret** (this is encrypted and never shown again)
- Enter your **Lightyear Company ID**
- Click **Test connection and save**

 

 

### **Step 3: Configure publishing rules**

After connecting, choose when POs and deliveries are sent to Lightyear:

**Purchase Orders:**​

- **After final approval** — POs are sent automatically once fully approved
- **When receiving is completed / PO closed** — POs are sent when all items are received
- **Manually** — Publish POs yourself from the PO Actions menu

**Deliveries:**​

- **After each recorded delivery** — Each partial or full delivery is sent immediately
- **When receiving is completed / PO closed** — All deliveries are sent together at the end
- **Manually** — Publish deliveries yourself

 

### **Step 4: Set up supplier mappings**

Before publishing, map your ProcurementExpress suppliers to their Lightyear Source IDs:

1. Go to the **Mappings** tab in Lightyear settings
2. For each supplier, enter the corresponding **Lightyear supplier source ID**
3. Click **Save**

 

### ****Step 5: Set up tax mappings (if applicable)****

If your POs include tax, map each tax rate to its Lightyear tax-code:

1. Go to the Mappings tab
2. Scroll to Tax mappings
3. Enter the Lightyear tax-code source ID for each ProcurementExpress tax rate  
   Click Save

 

### **Publishing POs manually**

You can publish any eligible PO from its detail page:

1. Open the purchase order
2. Click **Actions**
3. Select **Publish PO to Lightyear** (or **Publish deliveries to Lightyear**)

Publishing outcomes appear in the PO's native **History** section.

### **Viewing publishing activity**

Track all publishing activity from the **Activity** tab in Lightyear settings. Each PO and delivery shows its current status.

 

### **Troubleshooting**

**"Connect Lightyear before publishing"**​  
Go to Integrations → Lightyear → Connection and verify your credentials are saved.

**"Add the tax-code source ID in Mappings"**​  
The PO uses a tax rate that isn't mapped. Go to Mappings and add the Lightyear tax-code source ID.

**"Link this supplier to an existing Lightyear source ID"**​  
The supplier isn't mapped. Go to Mappings and enter the supplier's Lightyear source ID.

**"Lightyear needs the PO before its deliveries"**​  
Publish the PO first, then deliveries will follow automatically based on your publishing rules.

- [Welcome](https://faq.procurementexpress.com/welcome?hsLang=en)
- [Purchase Orders](https://faq.procurementexpress.com/purchase-orders?hsLang=en#main-content)

    - [Actions](https://faq.procurementexpress.com/purchase-orders?hsLang=en#actions)
    - [How to create Purchase Orders](https://faq.procurementexpress.com/purchase-orders?hsLang=en#how-to-create-purchase-orders)
    - [Allocations](https://faq.procurementexpress.com/purchase-orders?hsLang=en#allocations)
    - [Exports](https://faq.procurementexpress.com/purchase-orders?hsLang=en#exports)
- [Getting Started](https://faq.procurementexpress.com/getting-started?hsLang=en#main-content)

    - [Purchase Orders](https://faq.procurementexpress.com/getting-started?hsLang=en#purchase-orders)
    - [Suppliers and Products](https://faq.procurementexpress.com/getting-started?hsLang=en#suppliers-and-products)
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- [Invoices](https://faq.procurementexpress.com/invoices?hsLang=en)
- [Approval Flow](https://faq.procurementexpress.com/approval-flow?hsLang=en#main-content)

    - [Smart Approval Flows](https://faq.procurementexpress.com/approval-flow?hsLang=en#smart-approval-flows)
    - [Legacy Purchase Order Approval Flows](https://faq.procurementexpress.com/approval-flow?hsLang=en#legacy-purchase-order-approval-flows)
- [Scan & Match](https://faq.procurementexpress.com/scan-match?hsLang=en)
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- [Troubleshooting](https://faq.procurementexpress.com/troubleshooting?hsLang=en)
- [About Us](https://faq.procurementexpress.com/about-us?hsLang=en)
- [Departments](https://faq.procurementexpress.com/departments?hsLang=en)
- [RFQ](https://faq.procurementexpress.com/rfq?hsLang=en)
- [Purchase Requests](https://faq.procurementexpress.com/purchase-requests?hsLang=en)
- [Company Setup](https://faq.procurementexpress.com/company-setup?hsLang=en)
- [Tax](https://faq.procurementexpress.com/tax?hsLang=en)

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