How to create template

ABS2022

Good afternoon,

I would like to go over any integration methods you have with Sap Business One.

I am happy to use the CSV file in Excel and map it for template uploads.

Thanks

Have a nice day

Greg Schroeder

Hi @ABS2022! With SAP we integrate through the use of a custom export template. Expense reports in Expensify are exported to the spreadsheet template and then uploaded into SAP Business 1. It's a fairly manual process but we're here to help with the creation of the template.

You can check out this article to learn more about the process. If you run into questions, it's probably best to reach out to [email protected] so we can discuss account details without it being publicly visible.

Thanks!

brichards12

@Greg Schroeder when you say uploaded into SAP Business 1, do you have a more clear explanation of what that looks like?

@ABS2022 I'm also looking to integrate with SAP B1. Do you have a current methodology? I posted mine in another post, but it's QUITE manual.

ABS2022

@brichards12 Have you got Sap as one of the options when you export the report as csv? That would be the first port of call.

You would need to have a higher level of access if not already.

Then i would advise speaking to your sap provider. It is a very manual process. Have you used the import via excel in sap yet?

brichards12

Yeah, I do have the SAP export option, but I haven't used the import via excel tool in SAP yet.