Configure import settings

You can map the following values to match your ERP.

• Countries
• States
• Currencies
• Entities
• Entity base currency

1. Go to Administration > File integration > Mapping.
2. On the "Mapping" tab, click the values that you want to map.
   
3. For each field, you can choose the format that best suits your system. For example, to map "Country" data, select one of the following:
   1. "Country name" or "ISO code" for a preset format
   2. "Custom" to configure the name of the countries as mapped in your system. 
      
4. Click "Save".

You can select the date format you want applied to all your templates.

1. Go to Administration > File integration.
2. On the "File templates" tab, in the "Formats" section, click "Date".
   
3. On the "Date format" page, select the date format and click "Save".
   

All records are imported based on the payee ID. On the "File templates" tab, you can select by which parameters you would like the payee unique identifier to be created.

1. Go to Administration > File integration.
2. On the "File templates" tab, in the "Formats" section, click "Payee external ID". 
   
3. Select an option from the dropdown menu and click "Save".
   1. For the "Tipalti's payee ID" option, the unique payee identifier used in the Tipalti Hub is applied.
   2. For the "Field" option, in the "Field name" field, select one of the options from the dropdown menu that you want to use as an identifier and click "Save".
      • Alias - An alternate name for the payee, if applicable
      • Company name - Payee company name
      • Phone - Payee phone number
      • Email - Payee email address
      • Full name - Payee full name

   3. For the "Custom structure" option, type a value for the following fields:

      • Prefix value - String (optional)
      • Index starting point - Numerical (mandatory)
      • Suffix value - String (optional)

      
      

The value for the payee external ID displays in the "File integration external ID" field in the GENERAL row on the payee record. 

You can configure decimal and thousands separators format for the amount that you want to apply to all templates.

1. Go to Administration > File integration.
2. On the "File templates" tab, in the "Formats" section, click "Separators".
   
3. On the "Separator format" page, do the followings:
   1. From the "Thousand separator" dropdown, select "Comma (,)", "Point (.)", "Space ()", or "None" to separate groups of thousands.
      
   2. From the "Decimal separator" dropdown, select "Comma (,)", "Point (.)", "Space ()", or "None" to indicate the decimal place. 
      
   3. In the "Digits after decimal" field, specify the number of digits that must follow the decimal point. 
      
4. Click "Save".

Whether you choose to standard sync or automatic import files, you may need to customize the file integration templates to match your ERP.

If no template is defined, Tipalti's default template will be used.

1. Go to Administration > File integration.
2. On the "File templates" tab, in the "Import templates" section, select the type of record for which you want to customize the template.
   
3. On the "Edit template" page, all the fields included in the template are listed in the "Add to template" panel.
   1. To add a new column header to the template, drag and drop it from the right to the left panel. 
      
   2. To change the order of column headers in the template, drag each row up or down. 
      
   3. In the "Your file's headers" column, edit the field name to match your records.
   4. To remove a header from the template, click at the end of the header row, which returns it to the right panel.
   5. Use the "External field" for ERP fields that are not supported in Tipalti. An "External field" is a field that does not exist in Tipalti. This field can either be left empty (for the entire template) or you can specify a default value for it (also for the entire template).
      1. Drag the "External field" from the right to the left panel.
      2. If you want to add a default value for this field, click to open the "Edit external field" dialog.
      3. Type the name of the field in your ERP and its corresponding value. 
         
      4. Click "Save".
      5. To set an expression for a specific field, click and select "Set expression". 
         

      6. In the "Add expression field' dialog, build your expression.

         To use a field that is not part of the template, add it as an external field to the template prior to building your expression.
         If you are an advanced user, you may click Advanced and enter a JSON strings to add your expression.

         
         

   6. To change the value of a field so that it matches what is in your ERP, click the "Edit" icon to map the value. For each of Tipalti's values, enter the corresponding value in your ERP.

      If no value is defined, Tipalti's default value will be used.

      
      

   7. For custom fields, define a default value for mandatory custom fields.
      1. Select "Set default" to open the "Custom field - Default value when empty" dialog. 
         
      2. Enter the default value, so whenever a field is left empty, its corresponding default value is auto-populated during the sync process. 
         
      3. Select to include/ exclude the default values when updating records. 
         
   8. For purchase orders and GRNs templates, fields are categorized at either the header level or line level¹. In the panel on the right, click the header or lines tab to view the fields in these sections². 
      

The "File setup" screen allows to select different configurations for your CSV files that best suit your system.

1. On the "File integration" subtab, click "File setup".
   

2. For each parameter, select the "Value" that you want to use.

   • New line separator - What separates lines
   • Column delimiter - What separates lines
   • Array separator - What separates objects within a list
   • Quotes - What separates lines
   • BOM - What separates lines
   • Encoding - Encoding format for CSV (only Unicode (UTF-8 ) is available)

   
   

   • If, for "Array separator" and "Column delimiter" you selected "Comma" as separator, an error displays.
     
   • If you need to use the same separator for both parameters, you may need to select "Phrase in quotes is string" checkbox.
     
3. Click "Save".