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Email domain setup

Required user role: Technical admin
Custom roles that include: Payer Administration & Edit Templates

Overview

You can send emails securely from your own domain via Tipalti. In the Communications tab of the Tipalti Hub you can configure a new domain, or delete and update existing domains to ensure that emails we send on your behalf reach your payees' inbox.

Setting up your email domain lets Tipalti send communications securely from your own branded domain, so payees recognize and trust the messages. It also improves deliverability, helping emails land in inboxes, while giving you control to add, update, or remove domains anytime.

When setting up a new domain, you'll be prompted to verify domain ownership, add necessary DNS records, and manage registration.

Add a domain

To add a new domain:

  1. Go to Administration > Communication > Domain registration.
  2. Click the New Domain button.
    Domain registration page
  3. In the Domain name field, enter the name of your domain and click Next.
  4. You'll be given a temporary TXT record that you must copy and enter into your domain's DNS (Domain Name System) to prove you own the domain that you're registering. The status will show Pending ownership verification. You can click the View instructions at any time to see the TXT record details and status. 
  5. Once the TXT record is entered into the DNS, the ownership verification status changes to Ownership verified. Now you can click Continue registration. The additional record includes CNAME (that maps an alias domain name to a 'canonical' or true domain name) that you must copy and enter in your DNS.
    You should complete the domain verification within 72 hours. If 72 hours have passed, the status changes to Registration expired, and you can click Retry registration to restart the 72-hour counter.
  6. Once the CNAME is registered in your DNS, the second status changes from Pending registration to Registered.

The configuration is validated. You can also enable or disable the option to Receive emails to your domain from a list of static IP addresses. This is good for payers who whitelist and want to receive emails from a dedicated IP.
To delete a domain, simply click on the three-dot menu and click Delete. You'll need to confirm, as once deleted Tipalti can't send emails on your behalf from this domain.

Ensuring seamless email connection

To avoid issues like login problems or frequent disconnections, work with your IT team to adjust your company's email settings to ensure your email system connects smoothly to Tipalti.

  • Enable Email Retrieval (IMAP Protocol)
    Make sure your mail server uses the IMAP system. This helps Tipalti pick up emails from your inbox.
  • Instant Email Alerts (IMAP Events)
    Tipalti looks for signals when new emails arrive to check your inbox immediately. If Tipalti doesn’t get a signal in 3 hours, Tipalti will check your inbox automatically.
  • Check Email Settings
    Make sure the main inbox is where new emails arrive. Try not to use filters or folders that might hide emails.
  • Authenticate Securely (SSO)
    Tipalti uses a secure login method called Single Sign-On (SSO) instead of the older IMAP login. Your IT team should set this up with tokens.
  • Set Token Lifetimes
    SSO tokens must last long enough to keep the connection running smoothly. You can choose how long they last, and it may be easier to set them so they don’t expire. To avoid interruptions, make sure the SSO token lasts longer than Tipalti's scheduled check-ins.
  • If there are any problems accessing emails, revisit your email settings and involve your IT team to fix any issues. To ensure reliable performance, check that IMAP is enabled for picking up emails, use SSO for secure login with well-configured tokens, and organize your emails without disrupting the service.

    For more information on how we keep emails secure, go to Email security.

For troubleshooting and detailed information for admins, go to Email domain setup FAQs. If you are still having issues setting up a domain, submit a request to our Support Team.