Tyler ERP Pro overview

Summary view of the Tyler ERP Pro connection flow and available support

You can share your financial data from this integration using the Intelligent upload method. To do so, click the data sharing link you received via email to open the connection flow.

Next, select your accounting software from the list. Then, follow the on-screen instructions to run, download, and share reports. We summarized these steps below.

Upload your bills

Supported file formats: XLS, XLSX, CSV

1. In ERP Pro, click Accounts Payable > Invoice Inquiry/Entry.
2. Clear filters to list all invoices, then click List.
3. Use the Export icon to download to Excel or CSV.
4. Save the file locally and upload it using the link provided to you.

Upload your suppliers

Supported file formats: XLS, XLSX, CSV

1. Navigate to Accounts Payable > Vendors.
2. Click List to display all vendors.
3. Click Export and choose Excel or CSV format.
4. Save the file locally and upload it using the link provided to you.

Upload your payments

Supported file formats: XLS, XLSX, CSV

1. Go to Accounts Payable > Reports > Payment Register or Checks.
2. Set the desired date range and filters, then click Run.
3. Click Export and select Excel or CSV format.
4. Save the file locally and upload it using the link provided to you.