Import files
With the File Integration feature, you can standard sync or automatically import the following objects from your ERP to Tipalti:
- Purchase orders
- Receipts (GRNs)
- GL accounts
- Custom field values
- Payment terms
- Units
- Tax codes
- Payees
All import activity displays on the Integrations > File import screen in the Tipalti Hub.
- You can only import one file at a time.
- All imported files are in CSV format.
The following table describes the columns on the "File import" screen.
Column | Description |
|---|---|
| Date | Date of the file import was completed |
| Record type | Type of record selected for import |
| File name | Name of imported file |
| Status |
|
| Total records | Number of records in the imported file |
| New records | Number of new records that have been created by the import |
| Updated records | Number of records that have been updated by the import |
| Alerts | Number of records in the original file that failed to import |
| Requested by |
|
Action menu to download the original imported file or errors file |
Records that can be imported
Select a 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