Airwallex integration

Connect Airwallex to sync Spend expenses and wallet bank transactions into Cortena, then export expenses to accounting and post wallet movements to DATEV Rechnungswesen with the Export bank transaction to accounting workflow step.

Related: Spendesk integration, Expense workflow, DATEV Rechnungswesen, and Airwallex landing wizard.

1. Enable and connect (feature-flagged)

Airwallex appears when the workspace has the Airwallex expense integration feature enabled (contact Cortena if you do not see the card).

1. Open Settings → Integrations → Expense management.
2. Open the Airwallex card.
3. Enter Airwallex Client ID and API key (from Airwallex Settings → Developer → API keys · Spend read and balance history for wallets).
4. Choose Sync expenses from (window applies to every sync until you disconnect and reset).
5. Configure List workspace by expense type · route card spend vs supplier invoices to Expenses or Payables lists.
6. Optional: Mark expenses synced in Airwallex after accounting export, Include fee lines in bank sync, Exclude card issuing captures from bank sync (avoid double-count with Spend).
7. Save, then Sync now.

2. What sync imports

Progress panels show expense and wallet phases (Syncing…, counts processed/skipped). Last sync timestamps appear on the integration card.

3. Export expenses to DATEV

Use the standard payable/expense workflow:

1. Match and approve as usual.
2. Export to accounting or Ready for export with DATEV Buchungsdatenservice selected.
3. Optional: Mark expenses synced in Airwallex writes back to Airwallex after successful export.

Wallet bank lines are not invoice exports · they use the bank workflow step below.

4. Export bank transaction to accounting (workflow)

For Airwallex wallet transactions on Bank reconciliation workflow (or invoice bank workflows where enabled):

1. Add Export bank transaction to accounting.
2. Set When to export · auto when the node is reached, or wait for manual export.
3. Configure Default bank GL (Finanzkonto) and Default clearing GL (Gegenkonto) for DATEV EXTF Buchungsstapel rows (no Belege).
4. Optional Gegenkonto mode: clearing GL vs matched invoice account when available.
5. Optional Per-bank GL map for each Cortena bank account.
6. Connect Success / Failure outputs like invoice export.

Booking text supports tokens such as description, reference, amount, and currency (max 60 characters).

5. Guided setup alternative

Tenants with Airwallex-only onboarding can use the dedicated funnel at /landing/airwallex · see Airwallex landing wizard.

Tips and limitations

• Feature-flagged · not visible on all tenants.
• Sync expenses from locks after the first successful sync; disconnect Airwallex to change the start window.
• Bank sync and Spend sync share one Sync now; review wallet duplicate options if card captures also appear as expenses.
• DATEV export requires connected DATEV Buchungsdatenservice and valid GL codes on the workflow node.
• For full AP/AR/banking beyond Airwallex to DATEV, contact Cortena to upgrade from the landing wizard upsell.

Quick reference