Integrate Airbase with TravelPerk

• You need a Pro or Premium account on TravelPerk to use this feature
• Only Admins can use this feature

Airbase is a modern spend management system that combines guided procurement, accounts payable automation, expense management, and a corporate card program. 

The Airbase integration

The Airbase integration automatically attaches receipts to the associated transactions including any fees from TravelPerk. You can associate out-of-pocket expenses with travel costs booked on TravelPerk and split card transactions into different categories. 

Airbase can only import new invoices. To import past invoices, contact the Airbase team. 

The integration supports Airbase, SVB and AMEX corporate cards, both virtual and physical cards.

1. Whenever you make a booking on TravelPerk, the travel costs are forwarded to the Airbase. 
2. The selected receiver will instantly receive a new expense in their Airbase inbox, with all information pre-filled to help add it to an Airbase report.

Mandatory requirements

• The invoice cycle on your TravelPerk account must be set to Instant. To update the invoice frequency, follow the instructions on Change the invoice frequency. 
• For the receipt auto-match to work, the employee needs to have an account on Airbase and TravelPerk. 
  

Recommendation

Airbase recommends that employees pay using pre-approved department virtual cards, which can be set as a payment profile on TravelPerk. 

Enable the Airbase integration 

You need to be an Admin for TravelPerk and have Developer permissions on Airbase. 

Note:  The Admin who enables the integration needs to remain an active Admin on both platforms for the integration to continue working.

To enable the Airbase integration, follow these steps:

1. Go to Account Settings
2. Select Integrations
3. Find the Airbase integration and click Set up
   
   
   
4. Click Enable
   
   
   
   
5. Log in to your Airbase Admin account
   
   
   
   
6. Click Authorize App 
   
   
7. On the Airbase Dashboard, you'll see a banner that notifies you that a new expense report has been auto-added. 
   
   
   
   
8. You can also go to the Expense Reports section and under Drafts you can find the automatically created Expense Reports
   
   
   
   

Disable the Airbase integration

Admins can disable the Airbase integration by following these steps:

1. Go to Account Settings
2. Select Integrations
3. Find the Airbase integration and click Manage
4. Click Disable