Integration workflow
Once the app has been set up in Tipalti, manage the integration with Xero from the Apps screen (go to Administration > API integration > Apps).
- If the app was assigned to multiple payer entities separately, you see multiple Xero management boxes, each with the payer entityAn entity can be a subsidiary, division, business unit, brand, etc. of your organization. Entities can have similar or different AP processes and workflows. name displayed above the status.
- If the app was assigned to all payer entities as a whole, or if you do not have multiple entities defined in Tipalti, you see a single Xero management box.
The Xero management box contains the app logo and app status. A button may display depending on the status.
Other information may also display, such as the Last sync date and time or not synced, the number of alerts (if errors occurred during the setup process), and a view link to view all alerts.
App statuses
In the Tipalti Hub, go to Administration > API integration > Apps. Each Xero app management box indicates one of the following statuses and shows the associated button.
Status |
status Description |
Action Button |
Action Result |
|---|---|---|---|
| Enabled | App setup is complete. |
|
|
| Enabled (Sync in progress) | The app is currently syncing to Tipalti. | N/A | N/A |
| Setup is not completed | App setup is incomplete. |
|
|
| Disabled | The app is not synchronized to Tipalti. | Enables the app and changes its status to Setup is not completed |
App sync
Required user roles Payer Administration or App Monitoring Operator
The Integrations tab is where you can view the log of synced records and Tipalti app sync errors.
The Sync monitoring screen shows you all sync failures, and how to fix and retry the failures.
Follow these steps to resolve sync errors:
- Read the error message for the root error (which is the error that caused all related errors).
- Fix the root error. Click the link in the ID field to go to the page on which to fix the root error in Intacct or Tipalti.
- Select one or more rows and click the Resync failed errors button to retry syncing the root error and all its related errors.
- A Selected records are resyncing notice appears and a spinning wheel and the word Retrying appears in the status column.
- If the retry fails, a Some selected records failed to sync error message displays.
The following table describes the fields on the Sync monitoring screen.
Field |
description |
|---|---|
| Dir. |
|
| Record type | Type of record being synced (e.g., Account, Bill, Purchase order, Receipt, Payee, Payer fee, Payment, Payment term, Vendor credit, Custom field). |
| Status |
|
| Error message | Description of the root error and how to fix it |
| Rel. | Number of related records that failed because of the root error (i.e., the number of failed records linked to the root error) |
| Additional info |
Type of information related to the event:
|
| Date | Date the record failed to sync |
| Xero ID | Unique Xero vendor ID |
| Tipalti ID | Unique Tipalti payee ID |
|
You can find a log of all sync events (Success and Failure) on the Sync monitoring screen , where you can:
Check the record status.
Apply filters to the list.
Download the record as a CSV file.
View any sync error messages.
Navigate to the page to resolve the sync error (in Xero or Tipalti).
Resync the record after correcting the error.
You can set up your account to receive an email notification summarizing all sync issues. In the email, clicking Show me takes you to the Sync monitoring screen on the Integrations tab in the Tipalti Hub, where you can address and resolve any sync and reconciliation problems.
You can find a log of all sync events (Success and Failure) on the Sync monitoring screen , where you can:
- Go to Integrations > Sync monitoring.
- Click Email alerts (cogwheel icon) .
- In the dialog, do the following:
- Check the Get alerts about open sync issues box.
- Select one or more days on which to receive the email.
- Click Confirm.