Setup

Follow these steps to enable the Tipalti-Qlero integration.

1. Log in to Qlero and select Settings at the bottom of the left navigation.
   
2. In Record Company Settings, select Payments.
   
3. Scroll down to the Payment Providers section and select Setup next to Tipalti. You are redirected to Tipalti to approve access.
   
4. The Tipalti Grant access page appears and lists the permissions Qlero requires. Review the permissions, select the Allow checkbox, and click Confirm.
   
5. You are returned to Qlero, where a message confirms that Tipalti authorization is complete. Enter the Payer Name and the API Key, and click Connect Tipalti.
   
6. The Tipalti provider now shows a Connected status along with the payer name. To update the payer name or API key later, click Edit payer credentials.