Integration Home

Use the Integration Home page to manage the integration of Textura Payment Management (TPM) with your accounting system. To view the connection status between your ERP and TPM, select the Connection Status button. The Connection Status pane displays the status, error message, the date and time of the last connection test and the next connection test. An error message is displayed if the connection to the ERP fails.

From the Integration Home page you can access the following tabs.

Import Jobs tab: Use this tab to start or retry an import, view job results, and view import files.
Export Jobs tab: Use this tab to start an export, view an export file, and view an audit file.
Exported Records tab: Use this tab to view all records that were exported.
Schedule Jobs tab: Use this tab to create a schedule for your integration jobs (Import and Export).
Configurations tab: Use this tab to view details of all configurations that were exported.
Settings tab: Use this tab to view and enter settings to manage your ERP integration.

This page is accessible to all users who have the Manage Interfaces permission enabled and have an accounting package selected. Integration Managers can view all jobs across their organisation.

Working with Import Jobs Tab

Working with Export Jobs Tab

Working with Exported Records

Working with Schedule Jobs

Working with Configurations

Working with the Settings Tab

Sample CSV for Integration

Navigate to the Integration Home Page