File integration

Required user role File Integration Operator

The File Integration feature allows you to export data from Tipalti and import it to your back-end system (ERP, accounting system or in-house platform) to keep data in sync. You can also use File Integration to automatically import PO, GRNs, GL accounts, custom field values, payment terms, units, and tax codes files from your ERP to Tipalti.

You can export/ import these files automatically or manually.

• Auto-sync: Import/ export files from/ to your ERP via SFTP or S3
• Standard sync export: Export files directly to your ERP
• Standard sync import: Import files directly from your ERP

The following diagram represents a high-level flow of the integration.

Some ERPs might require 3rd-party connectors.