Setup
Follow these steps to enable the Tracknow-Tipalti integration.
From the Dashboard, click Integrations from the left hand menu.
On the Integrations page, you will see two Tipalti integrations, called Connect Tipalti and Connect Tipalti iFrame. Both are necessary to complete integration to Tipalti. These can be completed in any order.
Starting with Connect Tipalti iFrame, click Set Up. This brings up a dialog window asking for the Tipalti Payer Name and Master API Key. The Master API Key can be found in the Tipalti Hub under Administration > API integration > API keys.
When this is updated, a Successfully Updated notification briefly appears in the bottom left corner, and the Connect Tipalti iFrame tile shows RESET instead of SET UP.
Under Connect Tipalti, click SET UP. You may need to allow pop-ups from Tracknow to see the authorization pop up window. A modal appears saying the below. Click Accept.
The Tipalti login page appears. Login with your Tipalti Hub user who has the Application Authorizer permission enabled.
The authorization page appears. Scroll down the bottom of the permissions list and click Allow, then Confirm.
You should be redirected to the Integrations page. The Connect Tipalti tile should now show Reset.
Click the Settings tab.
Under the Settings tab, click Payment Methods.
On the Payment Methods page, click the Add Payment Method button.
On the Create Payment Method page, select Tipalti from the Type dropdown menu and set the Name as Tipalti. Then click Create.
Tipalti should now appear as a Payment Method. The integration is now completed.