Share your data using Intelligent upload

Learn how sharing your data using Intelligent upload works and what you need to do to prepare

If your software doesn't support a live connection, you can share your data by uploading exported files. On-screen instructions tailored to your specific software tell you exactly which reports to export and how to upload them. We typically receive data within minutes of upload.

Prepare to upload

Review these tips before starting your connection journey to help things run as smoothly as possible:

Check that your accounting software is included in the Intelligent upload supported software list. If it's not listed, you may need to choose a different Connection option.
Before you begin, make sure you are logged into the correct company in your software. If your organization includes multiple entities, check that you are authorized to access their data.
You will be guided to run and download reports, create views and add fields. Make sure you have the necessary access before you begin.

You will be extracting the following data:

Report type	Required data
Bills	• Bill date • Bill amount • Due date • Date paid
Suppliers	• Supplier name • Supplier ID • Address • Account details • Payment terms
Payments	Supplier name • Supplier ID • Payment date • Payment amount • Payment type (e.g. check, EFT, etc.) • Related bill numbers

We also advise to include only active suppliers and exclude voided payments and bills when running reports.

You will be sharing data from the last fiscal year unless agreed otherwise. Check that you know how to apply the required filters.
Some accounting software can be slower than others, especially during high-usage periods, such as payroll runs. We recommend choosing a quieter time of day to download the reports.

Upload process

In general, the connection flow takes you through the steps listed below. The exact steps differ for each supported accounting software. You can view detailed walkthroughs for your software by locating it in the navigation or in the Intelligent upload supported software list.

Click the data sharing link you received via email to open the connection flow.
Search for and select your accounting software from the list.
Review the data you are being asked to share and confirm your consent.
Follow the on-screen instructions to export your Suppliers report from your software and upload it.
Follow the on-screen instructions to export your Bills report and upload it.
Follow the on-screen instructions to export your Payments report and upload it.
Complete the upload journey. You will see a confirmation screen when the upload is complete.

Interactive walkthrough

Alternatively, follow our walkthrough below to see each step in practice. Click the pulsing dot to begin.

Supported software

Accounting software listed below support the Intelligent upload connection option. Click on the tile with your software to view detailed digital connection walkthroughs.