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Setup

Follow these steps to enable the Tipalti-Phonexa integration.

  1. In Phonexa's LMS Sync, click the LMS Sync logo and Books360.

  2. Then from Books360, click Account > Settings > Payout Processing and next to Tipalti click Configure.

  3. Under Configure, enter your Tipalti Payer Name, API Key, and set the email addresses for receiving Phonexa notifications. This is also where you set if to use Sandbox or Production integration with Tipalti. Set Sandbox to Disabled for Production.

  4. In Tipalti Admin, set the Number of Payment Approvals Need to 0. Phonexa manages the approval workflow for Payments for this integration.