Getting started
How do I manually upload documents from my accounting or ERP system?
If you have a small business accounting package, which is able to export invoices in one of our supported formats, you will be able to upload it through our web interface, using the Documents Uploader app. Activate the app using the steps described here. To use the Documents uploader app: ...
Should I integrate with Tradeshift?
This really depends on your current set-up, and future needs. If you use an accounting system that can export invoices in one of the structured formats supported by Tradeshift, and you send a significant number of invoices per year, then it probably makes sense to integrate your existing systems wit...
What does it mean to integrate with Tradeshift?
Integrating with Tradeshift means that you continue to create your invoice files in your ERP or accounting system, as you have been doing until now. Then, you use Tradeshift just as a dispatch channel for your invoices....
What if our company already uses an accounting or ERP system?
Depending on how you do your invoices today, Tradeshift offers different solutions in terms of how to use or integrate your current ERP or accounting system with the Tradeshift solution. Please visit tradeshift.com/integrate for information on the following options:- Using your free Tradeshift accou...
How do I test if the integration works?
Tradeshift offers a testing environment which is an exact replica of our production environment. You can access the testing environment / sandbox here. Here you can create as many accounts as you like, and test to see if your integration works. Some major enterprise customers have established offici...
What is the best way to get started with my integration?
Once you have decided whether or not you will integrate with Tradeshift, there are basically only two things you need to do. Firstly, you must select and establish the transfer protocol through which you will dispatch your documents. Secondly, you need to determine which file format you will send, a...
What should I consider before starting my integration?
Before starting the integration, it is important to consider how this integration will play a part in your operational business processes. Often, the people responsible for doing the integration, are not the same people who will be sending invoices. It is therefore important to consider how the inte...