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Tipalti Integration

SERIES:

Tipalti Integration

Start making real time or scheduled payments to Partners through this payment processing integration.

Overview

The Tipalti integration enables seamless payment processing between Networks (Payers) and Partners (Payees) through Everflow.

This solution supports real-time and scheduled payments via Wire and ACH, simplifying your financial operations.

Prerequisites

Access to your Everflow dashboard.

Either an existing Tipalti account or willingness to create one.

Setting Up the Tipalti Integration

Navigate to Integrations > >Billing > Tipalti.

If you don't have a Tipalti account:

Click Sign Up to create one.

If you already have a Tipalti account:

Click Connect Integration.

Toggle the integration to Enable.

Enter your Payer (Network) Name.

Enter your API key (found in your Tipalti console).

If you don't see the Add option, contact Customer Success.

Configuring IPN Notifications

Copy the IPN URL from your Everflow portal ( Integrations > Billing > Tipalti).

In Tipalti, navigate to Administration > Integrations > IPN setup.

Create the following IPNs using the Everflow URL:

Ipn payment completed template

Ipn for payee details changed

Ipn for declined payment group

Ipn for cancelled payment

Ipn for deferred payment

Ipn error template (for rejected payments/invoices)

Working with Entities

Request Multiple Entity Support from Tipalti (not available in their UI).

Once enabled, access via:

Partners - Manage > Partner > Billing tab, or

Integrations > Billing - Tipalti > Configure

Click Edit to configure Entity settings.

A Tipalti Entity toggle and dropdown menu will appear when adding/editing Partners.

Partner Integration Options

For Partners with Existing Tipalti Accounts

Disable Partner ability to update billing information:

Navigate to Control Center - Platform Configurations > Global Settings - Edit.

Update Partner billing information:

Go to Partners - Manage > Select Partner > Edit > Billing.

Enable Use Existing Payee ID.

Enter the Partner's Payee ID from Tipalti.

The Partner's status will change to "payable" when setup is complete.

For Partners without Tipalti Accounts

Disable Partner ability to update billing information:

Navigate to Control Center - Platform Configurations > Global Settings - Edit.

Update Partner billing information:

Go to Partners - Manage > Select Partner > Edit > Billing.

Disable Use Existing Payee ID.

Instruct Partners to create their account via: Partner Platform > Company Settings > Billing - Edit.

Partners can update billing information by clicking Fill Information.

Partners must click Back to Billing after completing their information.

Everflow syncs with Tipalti every 10 minutes.

Partner status will update to "Tipalti Status: Payable" when ready to receive payments.

Making Payments

Navigate to Partners - Invoices.

Select the invoice and click Pay (configured method).

Depending on your Tipalti configuration, you may need to approve in Tipalti to execute the payment.

Alternatively, click Pay Invoice from an individual invoice view.

If enabled in Tipalti, you can accelerate payments using Tipalti's NetNow service.

Invoices will only be marked as paid in Everflow after successful payment in Tipalti.

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