Tipalti Help Center home page
  • Get started
    • Onboarding tools
    • Video tutorials
    • Live training
  • User guide
    • Log into the Tipalti Hub
    • Administration
      • Administrative operations
      • User roles
    • Multiple entities
    • Funding
      • View funds required
      • Fund Tipalti accounts
      • Multi-FX
        • Currency cutoffs and validations
    • Payees overview
      • Search payee information
      • Manage payee status and settings
      • iFrame/ Supplier Hub
      • Manage Supplier Hub payees
      • Documents review
    • Taxation
      • US tax forms
      • Tax form expiration
      • Tax withholding
        • Withholding rates
        • Income types
        • Tax form and entity types
      • Certificate of No US Activities
      • Additional documents
      • Non-US tax collection
      • Tax form statuses
    • Procurement
      • System overview
      • Create and track purchase requests
      • Approve purchase requests
      • Mark goods and services as received
      • Vendor registration
      • Send PO PDF
      • Back office
        • Set reminders
        • Run parallel PR/ vendor approval
        • Emails
        • PO PDF customization
        • Upload budget
        • Customize Procurement forms
        • Contract repository
      • Workflow integrations
    • PO Matching
      • Matching process
      • Handle matching exceptions
      • Bill routing
      • Matching policies
      • Bill coding
      • Bill approval for PO-backed bills
        • Approvable bills
        • Non-approvable bills
        • PO updates
      • Prepayments (NetSuite 2.0)
      • Track and match a dropship invoice
        • Set payees up as dropship vendors
        • Upload and match a dropship invoice
    • Bills
      • Bill flows
      • Usability
      • Add invoices
      • Manage bills
      • Add comments and files to bills
      • Bill approvers
        • Invoice processing approvals
          • Email security
      • Tax collection in Bills
      • Bill statuses
    • Tipalti Expenses
      • Get started
      • Create and submit expenses
      • Manage and approve expenses
      • Reimburse expenses
      • Connect your corporate cards
    • Tipalti Cards
      • Funds flow
      • Manage cards
      • Card transactions overview
      • Process transactions
      • ERP sync
      • Credit card statement report
    • Submitting payments
    • Payment information
      • Payment statuses
      • Payment methods coverage
      • Payment methods coverage: US and ROW
      • Payment methods coverage: UK and EU
      • Payment error codes
    • Generate reports
      • Smart report builder
      • Payment reports
      • Bill reports
      • Payee reports
      • Tax reports
      • User reports
    • Security practices
      • Email security
      • Business continuity practices
      • Two-factor authentication
    • Detect
  • Integrations
    • 3rd Party Apps
      • Partner Platforms
      • SSO
    • ERPs
      • Sage Intacct
      • NetSuite 2.0
      • Microsoft Business Central
      • QuickBooks
      • Xero
      • Tipalti Connect
      • Acumatica
      • SAP B1
        • Setup
        • SAP B1 PO Matching
    • File Integration
      • Configure auto-sync settings
      • Import files
      • Export files
  • FAQs
    • General FAQs
    • User guide FAQs
      • Bill FAQs
      • Card FAQs
      • PO Matching FAQs
      • Payment FAQs
      • Detect FAQs
      • Taxation FAQs
      • Administration FAQs
      • Expenses FAQs
    • ERP FAQs
  • Release notes
  • Dev docs
Sign in
  • Get started  
    • Onboarding tools  
    • Video tutorials  
    • Live training  
  • User guide  
    • Log into the Tipalti Hub
    • Administration  
      • Administrative operations
      • User roles
    • Multiple entities
    • Funding  
      • View funds required
      • Fund Tipalti accounts
      • Multi-FX  
        • Currency cutoffs and validations
    • Payees overview  
      • Search payee information
      • Manage payee status and settings
      • iFrame/ Supplier Hub
      • Manage Supplier Hub payees
      • Documents review
    • Taxation  
      • US tax forms
      • Tax form expiration
      • Tax withholding  
        • Withholding rates
        • Income types
        • Tax form and entity types
      • Certificate of No US Activities
      • Additional documents
      • Non-US tax collection
      • Tax form statuses
    • Procurement  
      • System overview
      • Create and track purchase requests
      • Approve purchase requests
      • Mark goods and services as received
      • Vendor registration
      • Send PO PDF
      • Back office  
        • Set reminders
        • Run parallel PR/ vendor approval
        • Emails
        • PO PDF customization
        • Upload budget
        • Customize Procurement forms
        • Contract repository
      • Workflow integrations
    • PO Matching  
      • Matching process
      • Handle matching exceptions
      • Bill routing
      • Matching policies
      • Bill coding
      • Bill approval for PO-backed bills  
        • Approvable bills
        • Non-approvable bills
        • PO updates
      • Prepayments (NetSuite 2.0)
      • Track and match a dropship invoice  
        • Set payees up as dropship vendors
        • Upload and match a dropship invoice
    • Bills  
      • Bill flows
      • Usability
      • Add invoices
      • Manage bills
      • Add comments and files to bills
      • Bill approvers  
        • Invoice processing approvals  
          • Email security
      • Tax collection in Bills
      • Bill statuses
    • Tipalti Expenses  
      • Get started
      • Create and submit expenses
      • Manage and approve expenses
      • Reimburse expenses
      • Connect your corporate cards
    • Tipalti Cards  
      • Funds flow
      • Manage cards
      • Card transactions overview
      • Process transactions
      • ERP sync
      • Credit card statement report
    • Submitting payments
    • Payment information  
      • Payment statuses
      • Payment methods coverage
      • Payment methods coverage: US and ROW
      • Payment methods coverage: UK and EU
      • Payment error codes
    • Generate reports  
      • Smart report builder
      • Payment reports
      • Bill reports
      • Payee reports
      • Tax reports
      • User reports
    • Security practices  
      • Email security
      • Business continuity practices
      • Two-factor authentication
    • Detect  
      • Usability
      • Manage Payee risk
  • Integrations  
    • 3rd Party Apps  
      • Partner Platforms
      • SSO
    • ERPs  
      • Sage Intacct
      • NetSuite 2.0
      • Microsoft Business Central
      • QuickBooks
      • Xero
      • Tipalti Connect
      • Acumatica
      • SAP B1  
        • Setup
        • SAP B1 PO Matching
    • File Integration  
      • Configure auto-sync settings
      • Import files
      • Export files
  • FAQs  
    • General FAQs
    • User guide FAQs  
      • Bill FAQs
      • Card FAQs
      • PO Matching FAQs
      • Payment FAQs
      • Detect FAQs
      • Taxation FAQs
      • Administration FAQs
      • Expenses FAQs
    • ERP FAQs
  • Release notes
  • Dev docs
  1. Tipalti
  2. Integrations
  3. File Integration
  4. Export files
  5. Templates

Articles in this section

  • Templates
  • Bills
  • Payees
  • Payments
  • Vendor Credits
    Skip To Main Content
    Account
    Settings
    Logout
    • placeholder
    Account
    Settings
    Logout
    Filter:
    Submit Search

        Payees template

        The following table lists the fields that can be selected for the payees template.

        Field Display Name Field data type Description Values
        Action type List

        The type of action taken on the payee

        • Create

        • Update

        • Create

        • Update

        Address 1 String Payee street address line 1  
        Address 2 String Payee street address line 2  
        Alias String An alternate name for the payee, if applicable  
        AP account external id String The payee's default AP account external id  
        AP account name String The payee's default AP account name  
        AP account number String The payee's default AP account number  
        City String Payee city  
        Company String Payee company name  
        Country String Payee country  
        Display Name String The name of the provider account, as displayed in Tipalti  
        Email String Payee email address  
        First name String Payee first name  
        Last name String Payee last name  
        Middle name String Payee middle name  
        Payable status Boolean    
        Payee currency String The payment currency selected by the payee  
        Payee external ID String The payee's ERP ID  
        Payee ID String Unique payee identifier  
        Payee type List

        The type of payee:

        • INDIVIDUAL

        • COMPANY

        • INDIVIDUAL

        • COMPANY

        Payer entity brand name String The brand name of the payer  
        Payer entity name String The payer's default entity  
        Payer entity name Integer The payer's default entity  
        Payment method List Payee payment method
        • TIPALTICARD

        • INTERCASH

        • SKRILL

        • ENTROPAY

        • CUSTOM

        • HOLDMYPAYMENTS

        • ECHECK

        • CASH

        • CHECK

        • ACH

        • PAYONEER

        • WIRETRANSFER

        • NOPAYMENTMETHOD

        • PAYPAL

        Payment terms days Integer The number of days of the payment term  
        Payment terms external ID String The ID associated with the payment term  
        Payment terms name String The display name for the payment term in the Tipalti Hub  
        Phone String Payee phone number  
        State String Payee state/ province  
        Status List The status of the payee
        • INTERNALFRAUDREVIEW

        • BLOCKEDBYPROVIDER

        • BLOCKED

        • SUSPENDED

        • UNDERFRAUDREVIEW

        • ACTIVE

        Zip String Payee zip/ postal code  
        • ZD.4.log-1212665864.zip
          20 KB Download
        Was this article helpful?

        We’d love the opportunity to improve. Submit your feedback.

        We’re glad you enjoyed the article!

        Have more questions? Submit a request
        Return to top
        Privacy Policy | Terms of Use | Payer/Sender Rights | Customer Assistance Policy
        LinkedIn Instagram Facebook Twitter YouTube
        Contact support