Templates
You can customize purchase order, GRN, GL accounts, custom fields of type "List", payment terms, units, and tax codes templates for file integration via auto-sync from your back-end system to Tipalti . Select the record below to see the fields included in each import template.
Purchase orders
Imports data for all purchase orders that were created and/or
updated.
Required user roles: File Integration Operator & Process Bills
Required user roles: File Integration Operator & Process Bills
GRNs
Imports data for all receipts (GRNs) that were created and/or
updated.
Required user roles: File Integration Operator & Process Bills
Required user roles: File Integration Operator & Process Bills
GL accounts
Imports data for all GL accounts that were created and/or updated.
Required user roles: File Integration Operator & Payer Administration
Required user roles: File Integration Operator & Payer Administration
Custom field values
Imports custom field values of list type that were created and/or
updated.
Required user roles: File Integration Operator & Payer Administration
Required user roles: File Integration Operator & Payer Administration
Payment terms
Imports data for all payment terms that were created and/or updated.
Required user roles: File Integration Operator & Payer Administration
Required user roles: File Integration Operator & Payer Administration
Units
Imports data for all units that were created and/or updated.
Required user roles: File Integration Operator & Payer Administration
Required user roles: File Integration Operator & Payer Administration
Tax codes
Imports data for all tax codes that were created and/or updated.
Required user roles: File Integration Operator & Payer Administration
Required user roles: File Integration Operator & Payer Administration
Payees
Imports data for all payees that were created.
Required user roles: File Integration Operator & View Payees
Required user roles: File Integration Operator & View Payees