Your data connection journey
Learn how sharing your data works and what connection options are available to you
Your accounts payable data, such as your bills, suppliers, and payment history, helps us identify opportunities to offer you better products and services.
We ask that you share this data with us, and we recommend you follow the Data streaming connection option. It is faster and more secure than sending spreadsheets by email.
Read on to understand the data sharing options available to you and review the details and prerequisites of each connection journey.
On average, customers connect their data in under 10 minutes. Most connections for widely used software take less than 5 minutes.
Connection options
When you first agree to share your accounts payable data with us, you will receive a link by email. Click it to open the connection flow, then select your accounting software and follow the steps outlined in the flow.
The exact steps vary depending on the connection option your software supports. Review the summary table below or click on each option to view its detailed process description and the list of supported software.
| Option | Example software | How it works | Time to connect | Ongoing effort |
|---|---|---|---|---|
| Data streaming (recommended) | QuickBooks Online, Xero, NetSuite, Sage Intacct, Workday, Microsoft F&O | Follow the steps in the flow to authorize a live connection. Once connected, your data is shared automatically. You don't need to download any reports. | < 5 mins for simpler software < 15 mins for larger ERP systems | Data refreshes automatically |
| Intelligent upload | SAP, Oracle, Sage, Dynamics | Follow the guidance in the flow to run, export and upload the correct reports needed for supplier analysis. | > 10 mins | Re-upload files each time fresh data is needed |
| Manual file upload | Any software not covered by the other options | Locate and export the required reports from your software independently, then upload them to the connection flow. | — | Re-upload files each time fresh data is needed |