Step 1: Log into Airbatch
Log into Airbatch
Click on the menu in the bottom left corner
Select company menu and click on connections
Connect accounting platform
Step 2: Connect accounting platform
Click the connect button for your accounting platform
Accounting platform integration with Airbatch required to onboard
If you don’t have permissions to log into the company's accounting platform, you can invite a co-worker with permissions.
If you log back in before your company's accounting platform has been connected, you’ll see “Sync required” displayed.
Once you click connect a pop up opens for you to log into your accounting platform
Whomever syncs the company’s accounting platform is the default account owner on Airbatch
Once logged into your accounting platform, click connect to Airbatch
Step 3: Sync data
Only factories (vendors) that you have issued POs will sync into Airbatch.
Airbatch will automatically create siloed workspaces for each factory that you have issued POs in the last 3 years.
POs, products, bills and vendor credits will sync to each correlating factory
Step 4: Manage factories
Click on the menu in the bottom left corner
Select switch factories then click manage factories
From manage factories in global nav, you can edit/manage which factories sync into Airbatch. All factories will indicate the last time a PO was issued to the factory with “Last active {5.23.2023}” annotation.
When a PO to a new vendor is created from your accounting platform you will receive an activity notification with the option to “Sync now” the new factory.