Skip to content
Fintech | Vendor Portal
  • There are no suggestions because the search field is empty.

What are Integrations and how can I add them to my Account?

Connect to your back-office system with our Integrations Hub and streamline your invoice processing.

Integrations Overview 

The Integrations Hub allows you to connect your Vendor Portal account to your existing back-office invoicing system to import invoices easily. This eliminates the need to re-create the invoices to be processed by Fintech, ensures the correct invoices are submitted, and reduces the risk of duplicates. 

Fintech will help configure the Integrations Hub to accept your file formats. If you are new to back-office integrations, please see the glossary below. Fintech can integrate with over 400 back-office systems. 

Your organization will benefit from this time-saving feature regardless of size. The Vendor Portal accepts files transferred from FTP or AS2 - if your organization uses these file import methods -or you can import them manually.  

Term 

Definition 

Applicability Statement 2

(AS2)
  • A protocol-based standard that's most often used for data transfers that require proof of receipt.
  • This is a type of EDI. 

Converter 
  • Live integration that has been set up by the Fintech Integration team that works with a specific back-end system (such as Quickbooks Online or EoStar).
  • Converters/Integrations will appear in the My Integrations section of the Integrations Hub screen.  

Electronic Data Interchange (EDI) 
  • The automated exchange of business data between organizations. 
  • AS2 and FTP are examples of EDI.   

File Transfer Protocol (FTP) 

Standard communication protocol used for the secure transfer of computer files from a server to Fintech Vendor Portal. This is a type of EDI. 

Route Accounting System/Software (RAS) 

Software used for inventory tracking, billing, and invoicing.     

Validation  

An automatic step to ensure imported files are structured correctly (such as checking column headers). 

💡 Invoices sent to Fintech for processing can be found under the File History tab to avoid sending duplicates and ensure the correct invoices are being submitted. Read more here: What does the Integrations File History tab tell me?


Requesting an Integration 

By submitting a integration request, Fintech will set up the file converter(s) to work with your back-office system, and then one of our team members will contact you regarding next steps.

To request an integration:

  1. Go to Integrations > Integrations Hub, then click Request Setup:

  2. Click the Integration field to open a list of common route accounting software, then select one:

  3. Add a technical contact that Fintech can reach out to when setting up the integration.
    ⚠️ If you are not the technical contact for your company, choose IT Contact Info and provide a name, email, and/or phone number.

  4. Once the entire form is filled out, click Submit Request.

Once the converter is live, it will appear on the page under My Integrations. Learn how to begin uploading files here: How do I upload Invoices using Integrations?