One common error when importing files is:
Headers Row is Missing - The file failed to import since it is missing the headers row
This error generally occurs when the columns in the first row of your file do not match the file template in your Tipalti account. To resolve the error, check which fields should be included in your file.
All fields in your file template must correspond to a column in the file. The cells in that column may be blank if the field is not required.
Check and Customize File Templates
Follow the steps below to check how file templates are set up in your Tipalti account and customize those templates.
- Navigate to Administration > File integration > File templates.
- Click on the template you'd like to check.
- Customize the template as needed.
- Drag and drop the fields you need into the template.
- Click on the hamburger icon and select Delete header for fields you don't need.
- Click Save.
Download File Templates
Follow the steps below to download the saved template.
- Navigate to Integrations > File import.
- Click Import at the top right.
- Select a file type from the dropdown menu.
- Click Download object template.
The downloaded template will have all the headers necessary for a successful file import. Do not delete any columns from the template file.