Tipalti offers different ERP integration methods to accommodate the needs of your ERP and accounting system, helping you complete the last mile of AP automation.
Overview of File-Based Integration
Tipalti’s File-based ERP integration uses CSV (comma-separated values) files to export and import text files of data between Tipalti and your ERP. CSVs are a universal file type that many systems support and companies have experience managing. It has several benefits, including quick template updates to combine files and basic logic, and you can also resolve sync errors in your files. File-based integration can be configured to sync from Tipalti to your ERP via Standard Sync with minimal user involvement, or automatically with AutoSync. This article will review the Standard Sync process.
Standard Sync Overview
The Standard Sync solution is suitable for customers who do not require frequent AP updates in their ERPs. The integration is a data file import/export sync process between Tipalti and the ERPs. Tipalti has many ERP integration templates available to use, allowing flexible mapping to meet your specific data needs. Uploads with all objects are initiated by the user on an ad hoc frequency and takes less than 10 minutes to complete.
Standard Sync is recommended for the following criteria:
- Processing 100-200 invoices per month weekly/bi-weekly
- No PO matching is required
- ERP supports imports of all objects, including payees, bills, payments, and vendor credits
- When limited ERP Partner or IT resources exist
Click the link below to review a step-by-step process for how to execute a standard sync file integration process.
File Integration: Standard Sync