Tired of exporting settlements and paying your affiliates manually? With the Tipalti integration, you can simplify your life by processing payments directly from Trackdesk and staying on top of everything.

This feature is available only for Business plans and higher.

You can also view an interactive walkthrough of this feature here.

There are three key steps to start using Tipalti on Trackdesk:

First step is to integrate your Tipalti account with Trackdesk. Start by going to the settings and navigating to Integrations -> Payout automation

On the payout automation page, you have to do two things: Authorize API access and Authorize payer dashboard.

To authorize API access, simply click the button in the settings. You will be redirected to Tipalti, where all you have to do is allow access.

To authorize the dashboard, you'll have to navigate to your Tipalti hub. The payer name can be found in the top right corner of the dashboard, and the master key can be found in under Administration -> API integration -> API keys.

Once you have both information filled in, you're all set up to provide Tipalti as the payment method for your affiliates.

The next step is adding support of Tipalti Payment method so your affiliates can choose the payment method. Navigate to Settings -> Payment methods. Add new a new payment method, you'll see Tipalti payment method right at the at the top and select the currency you'd like to use.

Once the payment method is added, it will appear in the list of enabled payment methods, and affiliates will be able to choose it as a method of their payouts.

Once enabled, your affiliates will have the option to select Tipalti as their preferred payment method. They will have to fill in Tipalti's payee registration form in order to be able to receive the payments (this doesn't mean that they have to have a Tipalti account).

Once they fill in all the necessary information, Tipalti is ready to be used for them to process payments.

In order to process a payment via Tipalti, simply navigate to the details of a settled balance. You'll see a "Pay with Tipalti" button. Simply click it and the payment will be processed.

The process is not immediate; the system periodically checks status of the payment on Tipalti. You can also click the "Check now" button to see the status of the payment immediately.

Analyzing is the initial state, meaning that payment was sent to Tipalti and Tipalti is yet to respond how the payment was initially processed.

Submitted pending is the state where Tipalti accepted the payment to be processed; from this state, the payment will either be processed or returned for a correction when a specific error occurs.

Submitted OK is a state where all payments were processed.

Submitted error is a state where one of the payments was unable to be processed.

In order to proceed, contact the affiliates with the problem listed in the table below the payments section to correct their information. Relevant affiliates are marked with rejected payment status in the payment data column. If the information is correct, contact Tipalti support for assistance with the affiliate.

Once the problem is resolved, use again the "Pay via Tipalti" button; this will send affiliates that failed again to the Tipalti hub.

Failure pending is a state where Tipalti was unable to process the payment. In order to resolve this problem, wait for a few minutes and use the "Pay via Tipalti" button again to resend the payment. This problem is known on the Tipalti side and currently, the above is the only solution.