Regenerate exported records

Required user roles File Integration Operator + the relevant record type role (View Payees/ View Bills/ View Payments)

In cases where you fixed errors after a record was generated, you may want to regenerate the record to include the updates you made—for example:

• You made a mistake when configuring the export template and fixed the template.
• There were some errors in the file, so you fixed the data in the relevant records in Tipalti.

You can regenerate records as many times as needed. The name of the regenerated file is identical to the previously generated file, but includes the version number at the end (e.g., Regenerated 1, Regenerated 2, Regenerated 3).

To regenerate a file:

1. On the "Integrations" tab, in the "Regenerate" column, select the files that you want to regenerate.
2. Click "Regenerate file(s)".




3. In the dialog, read the message and click "Regenerate file(s)".

Files that regenerate successfully

In both the "File export" screen and "File manager":

• The regenerated file displays as the first row.
• The row for the previously generated file is removed.
• The regenerated file shows a status and a download icon displays for you to download the file.

Files that fail to regenerate

In both the "File export" screen and "File manager", the status shows and no download icon displays.

1. In the "File manager", you can click the "View" icon to see a message that lets you know regeneration has failed and advises you to try regenerating the file again.
2. On the "File export" screen, find the row for the old file and select the check box at the end of the row.
3. Click "Regenerate file(s)" to regenerate the file again.