Setup

Follow these steps to enable the Trackdesk-Tipalti integration.

1. In Tipalti:
   1. Copy the "Payer Name" found in the upper right-hand corner.
   2. Go to Administration > API integrations > API keys.
   3. Copy the master key (blacked out in the image below).

   

2. In Trackdesk:

   1. Go to Settings > Integrations > Payout automation.

   

   2. Click " Authorize access to Tipalti API" button. You will be redirected to Tipalti's login page.

   

   3. Once the login and consent process is completed, a message indicating that API access has been Authorized displays.

   

   4. In the "Authorize payee dashboard" window

      1. In the "Payer name" field, enter the payer's name that displays in Tipalti.
      2.  In the "API key" field, paste the master key that you copied from step 1 above.
      3. Click "Save".

      

   5. Click "Go to payment methods" at the top of the page or go to Settings > Payment methods.

   

   6. In the "Add new payment method" window, click "Tipalti" to add a new payment method.

   If you are using several payment currencies, you can add several "Tipalti" payment methods. Added payment methods will appear in the "Payment methods" menu.