Set up Acumatica with Tipalti

Depending on the environment, you need to download the corresponding "Tipalti Customization Project" file:

• Sandbox - Tipalti Customization Project
• Production - Tipalti Customization Project

Complete the following pages to configure the integration with Acumatica in Tipalti's Tipalti Hub.

A. Authenticate

The following instructions are for first-time authentication.

1. Go to Administration > API integration > Apps.
2. At the top right of the screen, click "Add app" and select "Acumatica".
3. On the "Configure Acumatica integration" page, do the following: enter your credentials to log in to your account.
   1. In the "Instance name" field, enter the name of your instance. For example, if the URL is https://tipalti.acumatica.com/, then the instance is Tipalti.
   2. In the "Tenant" field, enter your tenant.
   3. Click "Next" to open the Acumatica app and begin the authentication step. 
      
4. On the Acumatica login page, enter your credentials to log in to your account. 
   

Make sure you do not miss a space character, as it hardly can be seen (e.g., after a dash).

B. Payer entity mapping

Map your Tipalti payer entity to your Acumatica branches.

C. Sync preferences

1. In the "Record type" column, to the left of each entity types you want to sync, toggle the button "On".
2. In the "Sync options", select "Sync all payees in to Acumatica to Tipalti" checkbox to sync your payees during the initial sync.
3. Click "Next".
   

D. Custom field mapping

Map existing custom fields between Tipalti and Acumatica.

1. Click the "+Add field" button according to the record type to which you want to map the custom field .

2. In the "Acumatica field" column, select the tracking category name in Acumatica from the dropdown.
3. In the "Tipalti field" column, select the corresponding custom field name in Tipalti from the dropdown. 
   
4. Repeat the previous three steps for each custom field you want to map.
5. To delete a row, hover over the mapping line, click on the right side of the row, and confirm the deletion.
6. When you are finished mapping fields, click "Next" to be directed to the "Accounts" screen.

Supported custom fields

E. Accounts

Map the virtual account in Tipalti to the bank accounts in Acumatica ( called "Cash account" in Acumatica).

Each Tipalti account must be mapped to the bank account from Acumatica of the corresponding currency. Only relevant accounts are displayed.

1. Adjacent to each Tipalti account name, begin typing the Acumatica account to which Tipalti payments will be synchronized, then select it from the populated list.
2. Click "Next".
   

F. Fees

Map fee bill and corresponding fee payment between Tipalti and Acumatica.

Prior to this step, you need to create a vendor in Acumatica that will represent 'Tipalti' as a vendor. This vendor is used both for daily and for monthly fees.

1. In the "Daily and monthly fees" field, from the dropdown list, select the relevant Tipalti payee.
2. In the "Tipalti daily fees" field, from the dropdown list, select the expense account that you want to associate for Tipalti's transaction fees.
3. In the "Tipalti monthly fees" field, from the dropdown list, select the expense account and tax code for Tipalti's monthly fees.
4. For each "Line type", from the dropdown list, select the expense account and tax code.
5. Click "Next".
   

G. Payment preferences

Map the payment methods in Tipalti with the payment methods in Acumatica.

1. For each of the payment methods, from the dropdown list, select the select the corresponding payment method in Tipalti
2. Click "Next".
   
3. On the "Sync summary" dialog, review the sync fields and click "Confirm".