File integration
Required user role File Integration Operator
The File Integration feature allows you to export data from Tipalti and import it to your back-end system (ERP, accounting system or in-house platform) to keep data in sync. You can also use File Integration to automatically import PO, 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, and tax codes files from your ERP to Tipalti.
You can export/ import these files automatically or manually.
Auto-sync: Import/ export files from/ to your ERP via 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. or S3
Standard sync export: Export files directly to your ERP
Standard sync import: Import files directly from your ERP
The following diagram represents a high-level flow of the integration.
Some ERPs might require 3rd-party connectors.