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Tipalti Integration
Tipalti Integration

SERIES:

Tipalti Integration

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

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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. (The Payer Name appears in the upper right corner of the page for the Payer 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.Untick Enable Partners to update billing details inside their Partner UI and save. This is the setting that stops Partners editing their own billing details, which is what lets you manage the Tipalti payee link on their behalf. 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.
Manage Platform Configurations with the Global Settings card showing Enable Partners to update billing details inside their Partner UI set to YES

The setting lives on the Global Settings card. Use Edit on that card to change it.

Edit Global page with the Enable Partners to update billing details inside their Partner UI checkbox highlighted

Untick Enable Partners to update billing details inside their Partner UI. It is shown ticked here, which is the default. You are turning it off so the Partner cannot overwrite the payee link you are about to set.

Edit Partner Billing tab with Enable Payment Method set to Tipalti and Use Existing Payee ID switched on with a Payee ID entered

On the Partner’s Billing tab, set the payment method to Tipalti, switch on Use Existing Payee ID and paste the Payee ID from Tipalti.

For Partners without Tipalti Accounts

Disable Partner ability to update billing information: Navigate to Control Center - Platform Configurations > Global Settings - Edit.Untick Enable Partners to update billing details inside their Partner UI and save. This is the setting that stops Partners editing their own billing details, which is what lets you manage the Tipalti payee link on their behalf. 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 Approve & Pay. Depending on your Tipalti configuration, you may need to approve in Tipalti to execute the payment. Alternatively, click Approve & Pay 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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Start making real time or scheduled payments to Partners through this payment processing integration.
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