The Tipalti integration allows you to automate affiliate payouts directly from the Trackdesk platform. By connecting your Tipalti account, you eliminate the need for manual settlement exports and streamline your entire billing workflow.
⚠️ Important:
1. Before You Start
Ensure you have the following credentials ready from your Tipalti account:
Payer Name: Located in the top-right corner of your Tipalti Hub.
Master Key: Found under Administration > API integration > API keys.
2. Step-by-Step Instructions
Step 1: Integrate your Tipalti Account
Log in to Trackdesk and go to Settings > Integrations > Payout automation.
Locate the Authorize API access section and click the Authorize access to Tipalti API button.
You will be redirected to Tipalti. Follow the prompts to allow access and return to Trackdesk.
In the Authorize payer dashboard section, enter your Payer name and Master key.
Click Save.
Step 2: Enable Tipalti as a Payment Method
To allow affiliates to choose Tipalti for their payouts, you must enable it in your global settings:
Navigate to Settings > Affiliates > Payment methods.
Click Add new payment method.
Select Tipalti.
Select your preferred Currency.
Click Save.
Step 3: Affiliate Registration
Once enabled, your affiliates must complete their setup:
Affiliates must log in to their dashboard and select Tipalti as their preferred payment method.
They must fill in the Tipalti payee registration form provided in the interface.
Note: Affiliates dom't need their own Tipalti account. They only need to complete the registration form to receive payments
Step 4: Processing Payments
Navigate to the Affiliates section and view the details of a Settled balance.
Click the Pay with Tipalti button.
The system will send the request to Tipalti. You can click Check now to refresh the status immediately, or wait for the system's periodic automatic update.
3. Understanding Payment Statuses
A - Analyzing
"Analyzing" is the initial status, indicating that the payment data has been sent to Tipalti and we are awaiting their initial processing response.
B - Submitted pending
"Submitted Pending" indicates that Tipalti has accepted the payment for processing. From this state, the payment will either move to a completed status or be returned for correction if an error occurs.
C - Submitted OK
"Submitted OK" confirms that all payments were processed successfully.
D - Submitted Error Status
A "Submitted Error" status indicates that one or more payments could not be processed.
How to Resolve Rejected Payments
To proceed, please review the table below the payments section. Affiliates requiring attention are marked with a "Rejected" status in the payment data column.
Action: Contact these affiliates to update their information.
Note: If the affiliate’s information is already correct, please contact Tipalti Support for further assistance.
Once the issues are resolved, click the "Pay via Tipalti" button again to re-submit the failed payments to the Tipalti hub.
Handling "DEFERRED_INTERNAL" Status
If you encounter the status DEFERRED_INTERNAL, it means your Tipalti account has specific payment thresholds enabled, and you are attempting to pay affiliates an amount below those limits.
Action: To process these payments, contact Tipalti Support to adjust your limits. Once updated, click "Pay via Tipalti" again.
E - Pending Failure
A "Pending Failure" state indicates that Tipalti was unable to process the payment. To resolve this, please wait a few minutes and then click the "Pay via Tipalti" button again to retry. This is a known issue on Tipalti's end, and re-triggering the payment is currently the only solution.
F - Pending Funds
The "Pending Payer Funds" status indicates that your Tipalti account doesn't have sufficient funds to pay your affiliates. To resolve this, simply top up your Tipalti account. Once the balance is updated, payments will resume automatically.
This state appears as PENDING_PAYER_FUNDS in the Payment Status column within the Payment Batch details.
