Export files
All export activity displays on the Integrations > File export screen in the Tipalti Hub.
All exported files are in CSV format.
The following table describes the columns on the "File export" screen.
Column |
Description |
|---|---|
| Date | Date of the file export |
| Record type | Type of record selected for export |
| File name | Name of exported file |
| Status |
|
| Total records | Number of records in the exported file |
| Requested by | Email address of the user who did the export |
| Regenerate | Contains check boxes for you to select the rows that you want to regenerate |
| Download |
|
Configure integration file format
Whether you choose to export automatically or standard sync, you need to configure the format of the integration files so that it matches that of your back-end system.
You can:
- Change the date format
- Customize the columns and fields in the file
- Customize export settings
- Define default values for Tipalti and payee fees
Records that can be exported
Required user roles File Integration Operator + the relevant record type role (View Payees/ View Bills or View Payments)
Select a record below to see the fields included in each export template.
Payees
Exports data for all payees that were created and/ or
updated.
Required user roles: File Integration Operator & View Payees
Required user roles: File Integration Operator & View Payees
Vendor Credits
Exports data for all vendor credits that were created
and/ or
updated.
Required user roles: File Integration Operator & View Bills
Required user roles: File Integration Operator & View Bills
Bills
Exports data for all bills that were created and/ or
updated.
Required user roles: File Integration Operator & View Bills
Required user roles: File Integration Operator & View Bills
Payments
Exports data for all payment orders that were created
and/ or
updated.
Required user roles: File Integration Operator & View Payments
Required user roles: File Integration Operator & View Payments
- If you choose to export fees (Tipalti/ payee), these fees will be exported as part of the bill, vendor credit and payment exports.
- If you are using QuickBooks Desktop, we recommend using the 3rd-party connector Transaction Pro to facilitate the export process (refer to QuickBooks Desktop).