Articles in this section

Set up

  1. Login to Legendary Payments inside Salesforce, click the Gear icon and choose Setup.
  2. Search inside Setup for Named Credentials. From the Named Credentials page, click into the Tipalti Sandbox or Tipalti Production External Credential column.
  3. Scroll down on this page and click the Actions menu then Edit.
  4. Enter in the Customer's REST Client ID and Client Secret here. The customer will need to have registered their own Client Credentials Flow REST App with the following scopes enabled:
    • tipalti.api.payee.read
    • tipalti.api.payee.write
    • tipalti.api.payment.read
    • tipalti.api.payer-entity.read
    • tipalti.api.report1099.write
    • tipalti.api.report1099.read
    • tipalti.api.report1042.write
    • tipalti.api.report1042.read
    • tipalti.api.payment-batch.write
    • tipalti.api.payment-batch.read