Integration Reference

Reference guide for the Accounts Receivable Integration pages.

The page is organized into two tabs:

Ingestion - records of all prior ingestion activities, both from ERP integration and file upload
Upload File - where you upload your account, invoice, contact, and credit memo files

Ingestion

The ingestion tab lists every historical ingestion of customer data, either from your ERP integration or manual file uploads. Click on any row to view details of each ingestion.

Ingestion table

Column	What is this?
Id	Unique Drypowder identifier for the ingestion
Failed	Did the ingestion fail?
Processing	Is the ingestion currently processing?
Succeeded	Did the ingestion succeed?
No. Files	The number of data models ingested
Created	Timestamp of when the ingestion started
Update	Timestamp of the last time data was ingested from the file

Ingestion Details

A drawer will display details for each data model ingested during the ingestion event. Drypowder supports four data models:

Account
Contact
Invoice
Credit Memo

Search the support guides to learn how to ingest each.

Column	What is this?
Type	Data model type. Options are: ACCOUNT, CONTACT, INVOICE, ADJUSTMENT
No. Lines	Total number of records ingested.
No. Inserted	Number of records that are new for Drypowder
No. Updated	Number of existing Drypowder records whose data changed
No. Unchanged	Number of existing Drypowder records whose data did not change
No. Invalid	Number of ingestion records that Drypowder was not able to process, usually because the data is improperly formatted.

Upload File

The Upload Files tab is where accounts receivables customers upload their own invoicing account data.

Warning: Only use this tab if you either do not pay for an ERP Integration or you wish to override your integration.

You can upload one of four file types

File Type	More Info
Accounts	Customer invoicing accounts
Contacts	Contacts for the customer invoicing accounts
Invoices	Invoices for the invoicing accounts
Credit Memos	Returns/adjustments