# Airwallex integration

Connect Airwallex Spend, wallet bank, and DATEV bank export.

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.

**Who this is for:** Teams using Airwallex for card spend and multi-currency wallets who book through **DATEV Buchungsdatenservice** and want one workspace for expense matching plus bank GL export.

Related: [Spendesk integration](https://help.cortena.ai/guides/integrations/spendesk), [Expense workflow](https://help.cortena.ai/guides/workflows/expense-workflow), [DATEV Rechnungswesen](https://help.cortena.ai/guides/integrations/datev-rechnungswesen), and [Airwallex landing wizard](https://help.cortena.ai/guides/get-started/airwallex-landing).

## 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

| Stream | Lands in Cortena as |
| --- | --- |
| Approved **Spend** expenses | Payables or **Expenses** (per type mapping) with PDF/receipt metadata |
| **Wallet** activity | **Banking** accounts and transactions (tenant-scoped) |

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](https://help.cortena.ai/guides/get-started/airwallex-landing).

## 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

| Task | Where |
| --- | --- |
| Connect | **Settings → Integrations → Expense management → Airwallex** |
| Sync | **Sync now** on Airwallex card |
| Expense lists | **List workspace by expense type** mapping |
| View wallet txs | **Banking** (selected tenant) |
| DATEV expense export | Workflow **Export to accounting** |
| DATEV bank postings | **Export bank transaction to accounting** |
| Guided funnel | [Airwallex landing wizard](https://help.cortena.ai/guides/get-started/airwallex-landing) |