Payee workflow

Initial import of payees

The existing payees in ADS Accolent must be imported to Zipalti via File Integration with a CSV. Newly created payees will sync to Zipalti after the integration is enabled.

1. Go to Purchasing / Vendors > List Vendors and click on Export Payee(s) List for Zipalti.

   

2. Click Go. Select payees for export and click Export Payee(s) List for Zipalti.

   

3. Import Downloaded CSV file in Zipalti: 
   1. Go to Zipalti Dashboard > Integrations > File Imports. 
      
   2. Click Import, select the object (Payee) and select a file.
      
4. Status shows - Import Succeeded.
   

The ADS generated payee file is using this template. Please configure the Payee Import template for the payer to mirror this format.

Adding new vendors (Payees)

To add Vendor(s) in Accolent ERP to Zipalti, go to the List Vendors screen, select new Vendor(s) and click Sync Payee(s) to Zipalti.

“Payee created or updated successfully” message is displayed.

All vendors are created initially in Zipalti in a Not Payable status.

Vendors have to login to Zipalti's Supplier's Portal to enter their Payment information and tax forms to become Payable.