Setup
Follow these steps to enable the Tipalti-Relevator integration.
- Navigate to Settings by clicking the gear icon.
- Click Integrations.
- Click Payment.
- Click Connect on the Tipalti card.
- 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.
- 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.
- 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.
- The user will be redirected back to the Revelator application and see that Tipalti is now Connected.