Add, import, and invite payees

With the File integration tool, you can standard sync or automatically import data from your ERP to Tipalti (your Tipalti implementation determines what’s configured and how often it runs). Your Tipalti rep can bulk send email invitations to register for your Supplier Hub/ iFrame.

In the CSV file, you can also indicate Yes or No if the payee should receive an automated invitation to the Supplier Hub when the import process is completed. 

You can import payees with payment methods (via REST API and File Import) to streamline the payee onboarding process. To learn which payee fields and payment methods can be imported, go to Payees template.

To import a CSV file of your payees:

1. Log in to Tipalti Hub and click Integrations > File import in the left menu.
2. Click Import (top right) and select Payee from the object dropdown menu.
3. Use the available templates to prepare your import file. 
4. You can drag and drop your file or Upload a file.
5. If validation is successful, click Import to complete the import.
6. View the imported file status in the File import table.

indicates that the files were imported successfully

indicates that the files failed to import

indicates that the files were partially successfully imported

Click on the (i) tooltip to view the reason for a failed import. Once the file is fixed, upload again.

Users with the technical admin role can also import payees via Administration > Import center. For more, go to Import center

Tipalti provides a Create Payee REST API that creates a new payee using your request body data and returns the newly created payee information. You can also use the REST API to trigger invites to newly-created payees based on their payee ID. For more info, go to our Dev docs.

Tipalti also supports importing new payees with local bank transfers via REST API to reduce manual entry in iFrame / Supplier Hub. To enable, contact your Tipalti rep.

1. Log in to Tipalti Hub and click Payees in the left menu.
2. Click + Add new (top right) and complete the following fields, (see Payee field limitations).
3. Provide the Payee ID
   You can leave this blank, and Tipalti can generate the ID for you. 
   If you want to enter the ID yourself, turn on Enter ID myself, then enter the ID.
4. Enter the basic Payee details
   • Select the Payee type (Company or Individual).
   • Enter the payee’s first and last name. This should match their account details for individuals.
   • Enter the payee’s email (this will be used for communications from Tipalti).
   • To invite them to register in Supplier Hub, select Invite to Supplier Hub.
5. Enter Payee setup (for advanced)
   • Select the company entity they’re associated with. This allows you to set entity-specific communications, tax flows, and more for the payee.
   • Select the default AP account.
   • Select their preferred language, where supported content, such as customized emails or templates, will be displayed in their language.
   • If you already have the payee’s tax forms, select I already have the payee’s tax forms (so they won’t have to provide them during onboarding). You can enter a payee's tax form on their behalf. For more, go to Manage actions for a payee.

Payee email and name fields (first/last or company) are optional in Payee details in the Tipalti Hub. But an email is required to send an invite to the Supplier Hub.

After you add the payee, they still need to complete the required onboarding steps to become payable. For more information, go to Supplier Hub/ iFrame.

To send an automated invite email to a payee to register for the Supplier Hub, select the Invite to Supplier Hub checkbox. If not, you’ll need to either manually send invites to payees or register on behalf of the payee.

You can also create a payee when reviewing an invoice:

• Go to Bills and click on an invoice to open the invoice review screen.
• Click on the Payee field and + Add new payee from there.

Then complete the same payee fields as described from the Payees tab.

If you need to capture additional payee information beyond the standard fields, you can configure custom fields in Administration > General. For more information, go to Manage custom fields.

For Mass Payments only, if you have an integrated iFrame with Tipalti, your new payees can register directly on your site or existing payment flows. An IDAP (unique payee ID) is generated for each new payee. For more on configuring an iFrame, go to Dev Docs

From Cards

If you have Cards enabled, you can also add payees via Cards > Manage cards tab. 
When you click Add new card, click in the Payee field in the dialog and then + Add button.
In the Create payee dialog, fill in the relevant details, and once added, the payee will be created. For more info, go to Manage cards.

From Procurement

If you have Enhanced Procurement enabled, you can add a new vendor when Creating a purchase request. When a new vendor is created as part of the request, they’re immediately created as a payee in Tipalti. If your setup syncs payees from Tipalti to an ERP, the payee will sync immediately to the ERP. However, the payee only receives an invitation to the Supplier Hub after the request is approved or once they complete the ‘Business info collection’ step. For more, go to Vendor registration.