Setup

Follow these steps to enable the Tipalti-Relevator integration.

1. Navigate to Settings by clicking the gear icon.

2. Click Integrations.

3. Click Payment.

4. Click Connect on the Tipalti card.

   

5. Clicking Connect will trigger the Tipalti subscription flow of the REST API which uses OAuth 2.0+PKCE (pronounced Pixie). The Tipalti user with the Application Authorizer user will sign in with their Tipalti credentials by typing their Email and Password.

   

6. Review the scopes that the application is asking the user to grant access for, then scroll to the bottom and check the Allow box then click Confirm.

   

7. After granting access, Revelator displays a pop-up to capture the customer's Payer Name and API key from Tipalti. Enter the payer name and API key from Tipalti, then click Connect.

   

8. The user will be redirected back to the Revelator application and see that Tipalti is now Connected.