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ERP Integration Options 
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DocuSign 
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American Express Card 
Silicon Valley Bank Card 
Welcome to Airbase’s Enhanced File Exchange, a powerful tool designed to streamline your financial processes. In this document, we’ll delve into the key features of our File Exchange and how it can enhance processing with your ERP system.
Unlike most file transfer solutions, Airbase eliminates the need for time-intensive data manipulation. You’ll provide us with sample CSVs, and our Airbase team will configure the data import and export to precisely match your ERP system requirements based on the data in the sample. With Airbase’s Enhanced File Exchange, you can significantly reduce manual intervention, minimize errors, and ensure a highly customizable data feed between Airbase and your ERP.
Benefits of Airbase’s Enhanced File Exchange Integration:
Streamline transaction management.
- Manage procure-to-pay transactions with ease in Airbase.
- Easily review and mark transactions ready to export, and track activity within the Ledger Entry section.
- Customize Ledger Entry types and CSV templates to export to your ERP with the frequency of your choice.
Simplify data management.
- Easily configure file templates for your Master Data and Ledger Entries.
- Download batches for new/updated data and transactions ready for sync.
- Rapidly update Master Data in Airbase by importing changes from your ERP.
How it works: Onboarding setup.
- Set up custom CSV templates to configure your Master Data and Ledger Entry exports.
- Import your Master Data according to your desired templates to get started with Airbase.
- Configure your accounts and customize how Ledger Entries are exported to your ERP (see below).
Keep your single source of truth honest
It’s essential to keep your ERP accurate and up to date. It just shouldn’t take hours of manual coding and reconciling transaction details to do so. Manual processes are slow and error-prone which drags out your close. Errors and delays mean that decision-makers don’t have access to the information they need to drive your business forward.
With our Enhanced File Exchange, you’ll get transactional data into your ERP in a few clicks. Because Airbase can handle all of your non-payroll spend, your ERP will reflect an up-to-the-moment view of all spending.
