Import files
With the File Integration feature, you can standard sync or automatically import the following objects from your ERP to Tipalti:
- Purchase orders
- Receipts (GRNsA goods received note (GRN) is an internal document that acts as proof of goods received to match against invoices and purchase orders. GRN, receipt, and receiving report are synonymous.)
- GLA general ledger (GL) is used for recording transactions related to business assets, liabilities, equity, revenue and expenses. accounts
- Custom field values
- Payment terms
- Units
- Tax codes
- Payees
All import activity displays on the Integrations > File import screen in the Tipalti Hub.
- You can only import one file at a time.
- All imported files are in CSV format.
The following table describes the columns on the "File import" screen.
column |
description |
|---|---|
| Date | Date of the file import was completed |
| Record type | Type of record selected for import |
| File name | Name of imported file |
| Status |
|
| Total records | Number of records in the imported file |
| New records | Number of new records that have been created by the import |
| Updated records | Number of records that have been updated by the import |
| Alerts | Number of records in the original file that failed to import |
| Requested by |
|
Action menu to download the original imported file or errors file |
Records that can be imported
Required user roles File Integration Operator + Process Bills/ Payer Administration/ View Payees
Select a record below to see the fields included in each import template.
Purchase orders
Imports data for all purchase orders that were created and/ or updated
Required user roles: File Integration Operator & Process Bills
GRNs
Imports data for all receipts (GRNs) that were created and/ or updated
Required user roles: File Integration Operator & Process Bills
GL accounts
Imports data for all GL accounts that were created and/ or updated
Required user roles: File Integration Operator & Payer Administration
Custom field values
Imports custom field values of list type that were created and/ or updated
Required user roles: File Integration Operator & Payer Administration
Payment terms
Imports data for all payment terms that were created and/ or updated
Required user roles: File Integration Operator & Payer Administration
Units
Imports data for all units that were created and/ or updated
Required user roles: File Integration Operator & Payer Administration
Tax codes
Imports data for all tax codes that were created and/ or updated
Required user roles: File Integration Operator & Payer Administration
Payees
Imports data for all payees that were created
Required user roles: File Integration Operator & View Payees