Select your use case below (self-hosted or Tipalti hosted) to learn how to configure the authentication step.

Self-hosted

1. Do one of the following:

   1. Select "SFTPSecure File Transfer Protocol (SFTP) is a secure version of File Transfer Protocol (FTP), which facilitates data access and data transfer over a Secure Shell (SSH) data stream." and complete the following fields:

      • User name - Free text field
      • Private key - File of type .asc
      • Host name (url) - Free text field
      • Host port - Free text field

   

   2. Select "S3" and complete the following fields.
      • Access key - Free text field
      • Secret key - Free text field
      • Bucket name - Free text field
      • Bucket region - Free text field

   

2. Click "Validate". Tipalti connects to your storage. If successful, the validation passes.
   1. If validation is successful:
      1. If you are importing files, in the "Input folder" and "Archive" fields, type the name of the designated results folder.
      2. If you are exporting files, in the "Output folder" field, type the name of the designated results folder.

      You need to decrypt the file in your output folder and import it to your ERP (by using an out-of-the-box ERP tool, or an addition on top of the ERP, if required).

   

   2. If validation fails, fix the authentication error and click "Validate" again.

   

3. Click "Save".
   • If export is enabled, Tipalti adds a sample file to the output folder to confirm the connection works successfully.

   • If import is enabled, Tipalti adds a sample file to the input folder and then moves it to the archive folder to confirm the connection works successfully.

Tipalti hosted

1. Click "Switch to hosted by Tipalti". The system creates the user account.



You can choose "Hosted by Tipalti" only for S3 technology.

2. Once created, the fields become populated. Click "View secret key".



• You need to save your secret key file as you won't be able to view it again.
• If you click the view button again, the old keys are revoked and a new user is created.
• If you switch to "Self-hosted" or to a different sync technology, the existing account and credentials will be deleted and any information stored in Tipalti will be lost.
3. Provide the name for input and export folders.

   

4. Click "Next".
   • If export is enabled, Tipalti adds a sample file to the output folder to confirm the connection works successfully.
   • If import is enabled, Tipalti adds a sample file to the input folder and then moves it to the archive folder to confirm the connection works successfully.

1. To encrypt your files, do the following:

   1. For outbound files, provide "PGP Public key" - File of type .asc (mandatory) - You need to generate a public and a private key pair. Then provide Tipalti with the public key and keep the private key for yourself. When Tipalti exports the new files to your output folder, it uses the public key to encrypt them. You can then use the correlated private key to decrypt the files before importing them into your ERP.
   2. For inbound files, click "Download" to download the PGP Public key. This is only applicable for the import process.

   

   For "self-hosted", you can click "Skip encryption" to skip the encryption step.
   

2. Click "Next". Tipalti validates the provided keys.

The imported files are stored under the "Input" folder and sorted as follows:

• Input/ New/ Object type - This folder stores files that have not been imported yet or that failed to import. You need to create this folder yourself for each object type, according to the declared folder structure, and upload all your new ERP files into it. 
  • You may create 3 folders, for example:
    • Input/ New/ Purchase orders
    • Input/ New/ 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.
    • Input/ New/ GLA general ledger (GL) is used for recording transactions related to business assets, liabilities, equity, revenue and expenses. accounts
    • Input/ New/ Tax codes
    • Input/ New/ Units
    • Input/ New/ Payment terms
  • The name of the imported files includes the name of the object and the date and time of the import: <record type>_yyyyMMdd_HHmmssfff
  • Examples:
    • PurchaseOrder_20201212_160655111
    • GRNA 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._20201212_160655111
    • GlAccount_20201212_160655111
• Input/ Error reports - This folder includes all error reports for all previously imported files. Any generated error report is uploaded to this folder and encrypted with the provided public key. You can also download these reports from the "File import" screen.



Once the import process is complete, the files are moved to the "Archive" folder.