Overview
Torii integrates with Certinia and analyzes SaaS expenses:
| Default synced transaction types | Fields used for expense matching |
|---|---|
| Payable invoice expenses (vendor bills) | Vendor, Line description |
- Torii will automatically match transactions to the correct application, summarize expenses and provide insights.
- Torii syncs transaction data up to one year prior to first connection date.
- You can constantly stay updated with application information from our Integrations Page >> Integration Capabilities button >> Integration Capabilities table.
Requirements
Accounts & Permissions
To connect this integration, we require the following:
- A Certinia account (Certinia runs on Salesforce) with the Accounts-Payable / Payable Invoices module in use.
- Connect with a user that has Read access to the following records:
- Payable Invoice — the invoice header (vendor, date, currency, status)
- Payable Invoice Expense Line Item — the actual expense lines (the main data)
- General Ledger Account — the GL account each line is booked to
- Account — the vendor/supplier
Scopes
- api - to query your Certinia expense data.
- refresh_token - to keep the connection active for scheduled syncs.
- offline_access - to keep the connection active for scheduled syncs.
- id - to identify the connected Certinia (Salesforce) org.
How to Connect the Integration
- Go to the Integrations page in Torii.
- Search for Certinia and click Connect.
- Click Connect — you'll be redirected to Salesforce to sign in and authorize access.
- After authorizing, you'll return to Torii and the integration will begin syncing.
Q&A
Q: Why don't I see all my payable invoices in Torii?
A: Torii syncs only posted payable invoices (Invoice Status = Complete). Invoices that are still In Progress (not posted) or Discarded are intentionally excluded.
For any further questions, please contact Torii Support.