---
title: "Fintech Integration"
slug: "fintech-integration"
description: "R365-Fintech invoice integration: prerequisites, setup requirements, and data flow overview."
updated: 2026-07-17T19:23:40Z
published: 2026-07-17T19:23:40Z
canonical: "docs.restaurant365.com/fintech-integration"
stale: true
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.restaurant365.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Fintech Integration

Restaurant365 and [Fintech](https://www.fintech.com/) have teamed up to create a seamless invoice integration for mutual clients.

To take advantage of this integration, you must meet the following criteria:

1. You have an active account set up with both [Fintech](https://www.fintech.com/) & R365
2. You have already contacted your Fintech representative for integration setup

> [!NOTE]
> R365 Support is unable to do so on your behalf

---

## Important Items to Note

1. When setting up the integration, Fintech will request the following:
  - R365 FTP Credentials
  - R365 Store IDs (R365 Location Numbers)
2. Be prepared to update the Vendor naming convention within R365 to match Fintech Vendor listings exactly (Fintech will provide the Vendor list to use)
3. After Fintech has completed integration setup, you should contact [Fintech Support](mailto:support@fintech.net) before contacting R365 any time you fail to receive invoices for certain Vendors
4. If Fintech has already withdrawn funds for a Vendor payment, but you have not yet received the related invoice, the delay is usually on the part of the Vendor submitting the invoice to Fintech. To confirm or receive a status update, contact [Fintech Support](mailto:support@fintech.net)

---

## Invoice Import Failure

If the Vendor naming convention in R365 does not match Fintech’s naming convention exactly, invoice files will fail to import to R365.

Fintech submits files that sometimes contain invoices from multiple vendors. If just one of the Vendor names in the file does not match your R365 settings, the entire file (including all invoices it contains) will not import.

You can review your [Restaurant365 FTP log](/doc/docs/ftp-site-uploading-files-for-import) and/or [Documents to Process Log](/doc/docs/documents-to-process-log-and-errors) to view messaging provided for any failed imports.

If an expected vendor's invoices do not appear and no entries show in either the FTP log or the Documents to Process Log, R365 did not receive the file from Fintech. Contact [Fintech Support](mailto:support@fintech.net) directly to request that the file be sent.

---

## Common FTP Import Error Messages

### Missing Vendor

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/e0cc5180-08d3-48a6-8c97-c1f0eb2c4601.png?sv=2026-02-06&spr=https&st=2026-10-29T00%3A13%3A38Z&se=2026-10-29T01%3A13%3A38Z&sr=c&sp=r&sig=TftEMIFtIQelH9gsKWlD7Wpi5YZh3CaHdY7PEjoq1W8%3D)

This error occurs when an invoice file fails to import due to the Fintech Vendor naming convention not matching a Vendor record in your R365 database exactly (character for character, in a case-sensitive fashion). The portion of the error message that follows 'Missing Vendor' is the Fintech naming convention that you must match exactly in your R365 settings.

### Missing Location

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/e4b40ce2-8781-424b-89a4-0ed07bf9f936.png?sv=2026-02-06&spr=https&st=2026-10-29T00%3A13%3A38Z&se=2026-10-29T01%3A13%3A38Z&sr=c&sp=r&sig=TftEMIFtIQelH9gsKWlD7Wpi5YZh3CaHdY7PEjoq1W8%3D)

This error occurs when an invoice file fails to import due to the Fintech Location number(s) not matching any current R365 Location records in your R365 database. The portion of the error message that follows 'Missing Location' is the Fintech Location number in the invoice file.

> [!NOTE]
> Fintech can only support a Location number of six characters maximum.

---

## Further Guidance

Once you have addressed a 'Missing Vendor' error by adding and/or updating the corresponding Vendor record in R365, you can then manually reprocess the failed import(s) in your R365 FTP account, or [contact our Support team](https://help.restaurant365.net/en/support/home#contact) to request that they perform this task for you. For more information, see [Documents to Process: Log and Errors](/doc/docs/documents-to-process-log-and-errors).

For more information about Fintech setup, file structure, and error troubleshooting, see [EDI Vendor Integration: Fintech](/doc/docs/receiving-fintech-files).

Restaurant365