Setup

Follow these steps to enable the Tipalti-Klear integration.

This is a manual process, the payer is required to approach Klear who will get in touch with Tipalti to get a new instance added.

Before you start:

1. Klear will get the Payer Name and API key from Tipalti and add the details to the AWSAmazon Web Services Parameter Store.

2. Klear will add the connection between the Tipalti payer and the Klear account (payment_tipalti_payer).

In Klear, follow the steps below.

1. Navigate to the "Payments" section and click "Request Access" to enable Klear Pay.

   An Intercom chat to request access is displayed.

   

2. Once Klear has enabled the integration, the "Payments" section will show the Connected Service of Tipalti and display the amount in the payer's virtual account.

   

3. In Tipalti, navigate to Administration > API integration > AllowedIPs.

   The following 3 gateways must be added:

   • Klear GW Dev: 52.215.187.156

   • Klear GW Prod: 54.154.177.102

   • Klear AWS Lambda: 18.200.232.110

   

4. Configure the following IPNsAn Instant Payment Notification (IPN) is a messaging service that enables you to receive notifications from Tipalti. IPNs are triggered when defined events occur (e.g., updating payee details). by navigating to Administration > API integration > IPN setup.

   • IPN for payment completed: https://klear.com/lambda/live/klear-update-tipalti-payment

   • IPN for payee details changed: https://klear.com/lambda/live/klear-update-tipalti-payee

   • IPN for declined payment groupA group of payment orders/ instructions that the payer submits to Tipalti to execute payments to payees: https://klear.com/lambda/live/klear-update-tipalti-payment

   • IPN for canceled payment: https://klear.com/lambda/live/klear-update-tipalti-payment

   • IPN for deferred payment: https://klear.com/lambda/live/klear-update-tipalti-payment

   • IPN for approved payment group: https://klear.com/lambda/live/klear-update-tipalti-payment