Integration Home

Use the Integration Home page to manage the integration of Textura Payment Management (TPM) with your accounting system.

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 available for organizations with an accounting package selected. Users must have the Manage Interfaces permission enabled to view the page. Integration Managers can view all jobs across their organization.

Watch the Textura Integration Home Video for an overview of how to use this page with your ERP system.

Working with the Import Jobs Tab

Working with the Export Jobs Tab

Working with Exported Records

Working with Schedule Jobs

Sample CSV for Integration

Working with Configurations

Working with Settings Tab

Adding ERP Authentication for TexturaLink Cloud

Navigate to the Integration Home Page