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Built-In / Direct Integrations
Integrations: Tipalti
Start making real time or scheduled payments to Partners through this payment processing integration.
Written by Genny
Table of contents
Overview
General Information
Enabling the Tipalti Integration
IPN Setup
Entities
Partner Integration With an Existing Tipalti Account
Partner Integration Without a Tipalti Account
Making a Payment
With this integration enabled, the Everflow platform can make seamless payments from Networks (Payers) to Partners (Payees) via Wire and ACH.
For more about Tipalti - [Click Here]
Tipalti is an API integration enabled within your Everflow account.
IPNs need to be set up in Tipalti in order for Everflow to receive payment notifications and mark invoices as paid, etc.
When utilizing PayPal via Tipalti, the currency set at the Partner level should match the currency set at the Network level. Upon currency exchange by Tipalti, the payment will be executed in the Partner's preferred PayPal currency.
Partners can be added to Tipalti via the API with existing IDs or new IDs.
Partners can update billing information themselves via the Partner Portal, if enabled by the Network.
Payments are made from your Everflow portal.
Navigate to Integrations > Billing > Tipalti.
If you do not already have a Tipalti account, select Sign Up in order to create one.
If you already have a Tipalti account, click Add, and then Enable the integration using the toggle. Enter the Payer (Network) Name and API key. If you do not see Add, please reach out to Customer Success.
Please note that your API key can be found on the Tipalti console.
Copy the IPN URL located in the Tipalti integration section of your Network portal (Integrations > Billing > Tipalti):
In Tipalti, navigate to Administration > Integrations > IPN setup. Create the following IPNs using the URL provided by Everflow:
Ipn payment completed template
Ipn for declined payment group
Ipn for cancelled payment
Ipn for deferred payment
Ipn for payee details changed
In Tipalti, Entities serve as separate business units from which to pay. Each Payee is associated with an Entity, which you may select at the time of the integration.
To use Entities, you must have Multiple Entity Support enabled in Tipalti, which cannot be done in the Tipalti UI - you must request access to this feature.
Once enabled, you can access the feature via the Partner page by navigating to Partners - Manage > Click on the Partner > Billing tab, or navigate to Integrations > Billing - Tipalti > Configure.
Click Edit to configure settings for Entities.
Moving forward, a toggle for Tipalti Entity and a dropdown menu of available Entities appears when adding or editing a Partner.
The existing Tipalti account is either a Payer account or it does not belong to the same Network/Advertiser account.
Follow the steps instructed in Partner Integration Without a Tipalti Account in the same article - [Click Here]
Once the Tipalti integration has been enabled, it will appear as a payment method in the Partner billing form.
You will want to make sure that Partners are unable to update their billing information in the Partner Portal. To disable this go to Control Center - Platform Configurations > Global Settings - Edit.
To update Partner billing information, navigate to Partners - Manage > Select Partner > Edit > Billing. Since the Partner has an existing Tipalti account, turn on Use Existing Payee ID, and then enter that Payee ID from Tipalti.
When you have finished setting up their account, their status will change to payable and you will be able to pay invoices via the integration (click into the Details tab inside the Billing box):
Once enabled, a Partner who is new to Tipalti and therefore doesn't already have a Payee ID, will need to add their payment information so that Everflow can generate a Payee ID that syncs up directly with their Everflow account.
Step #1
You will want to make sure that Partners are unable to update their billing information in their UI. To disable this go to Control Center - Platform Configurations > Global Settings - Edit.
Step #2
To update the Partner billing information, navigate to to Partners - Manage > Select Partner > Edit > Billing. Since the Partner does not have an existing Tipalti account, turn off Use Existing Payee ID.
Step #3
Please instruct your Partner to create their account using their Partner portal by navigating to Company Settings > Billing - Edit. This is also where your Partner can check the status of the Tipalti Integration.
Step #3A
If your Partner needs to update their billing information, they can click Fill Information to fill in the form.
Once done, the Partner will need to click Back to Billing. Everflow syncs with Tipalti every 10 minutes and will update their account status. The Partner will finally be able to receive payments when the section displays "Tipalti Status: Payable".
To pay a Partner invoice using Tipalti, go to Partners - Invoices. Select the invoice and click Pay (configured method).
Please note that depending on the configuration of your Tipalti account, you may need to approve in Tipalti in order to execute the payment after "paying" in Everflow.
Or, click Pay Invoice from an individual invoice view.
Please note that, if enabled on the Tipalti platform, it is also possible to accelerate a payment using Tipalti's NetNow service.
The Invoice will not be marked paid inside of Everflow until it is successfully paid inside of Tipalti.
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