Troubleshooting Common Sync Failures

Sync errors occur when there is a discrepancy between Tipalti and your ERP. Most errors need to be resolved in your ERP before trying to re-sync the events.

Troubleshooting Steps

  1. Navigate to Integrations > Monitoring in Tipalti Hub to check the error message and time stamp.
    If the record is over an hour old, you can try resyncing the records following step #3. It's possible the error has already been resolved.
  2. Address the issue in your ERP based on the values indicated in the error message. Learn more about common errors below.
  3. Resync the record in Tipalti Hub.
    1. Return to Integrations > Monitoring in Tipalti Hub.
    2. Select the relevant record(s).
    3. Click Resync Failed Errors at the top right.

Users with the App Monitoring Operator or Payer Administration permissions can review sync logs and locate error messages by visiting Administration > Monitoring in Tipalti Hub.

Common Errors

Payees

  1. Ensure the payee's name, company name, and address do not have any special/non-Latin characters. Spaces, periods, and dashes are allowed.
  2. Make sure all required fields in your ERP are filled in for the payee record in Tipalti
  3. Ensure the payee’s default AP account is available for the payee’s subsidiary in your ERP.

Bills

  1. Ensure the values for all fields (GL account, custom fields, departments, classes, etc.) are available for the bill’s chosen subsidiary in your ERP.
  2. Ensure the vendor for the bill exists and is active in your ERP, and that no changes have been made to it directly in the ERP. A discrepancy between the vendor’s details in Tipalti and your ERP can cause the bill sync to fail.

Payments 

  1. Ensure the bills for the payments exist in your ERP, and that no changes have been made to them directly in the ERP. A discrepancy between the bill’s details in Tipalti and your ERP can cause the payment sync to fail.
  2. Ensure the subsidiary and the AP account of the bill and payment match.

All records

  1. Ensure the Tipalti Integration user role in your ERP has full permissions.

Best Practices

  1. Regularly Monitor Sync Errors
    • Sync failures can build up if not promptly addressed. Attempting to fix all of them at once when you need to close your books for the month can cause problems.
    • Regular monitoring and resolving issues early can prevent larger problems. 
  2. Receive Notifications
    1. Set up email notifications to receive alerts for new sync errors:
      1. Navigate to the gear icon on the "Monitoring" page.
      2. Activate email notifications.

For persistent errors or those showing “an unknown error has occurred,” contact Tipalti Support for assistance. For more details on ERP synchronization and error messages please visit: