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Set up a connection to Tipalti

Tipalti is a global payables automation platform that streamlines supplier onboarding, invoice processing, mass payments, tax compliance, and financial reconciliation.

Set up a connection

After you start the connection, configure it in the Create connection panel and complete all of the required * authentication settings:

Setting

Instructions

Name your connection * 

Enter a clear and distinguishable name.

Throughout integrator.io imports and exports, you will have the option to choose this new connection. A unique identifier will prove helpful later when selecting it from a list of the connections in your account.

Environment *

Select your Tipalti account environment:

  • Production: if your account URL is https://api-p.tipalti.com/api/`{version}`

  • Sandbox: if your account URL is https://api-sb.tipalti.com/api/`{version}`

OAuth 2.0 client * 

Select the OAuth 2.0 client that stores the client ID and client secret provided to you by Tipalti.

To add an OAuth 2.0 client and configure your credentials, click the plus (+) button. Click the edit (pencil.svg) button to modify a selected OAuth 2.0 client. For more information, see Create an OAuth 2.0 iClient resource

dataLoad.svg​​ How to retrieve the client ID and client secret

Grant type * 

Select your authorization grant type (PKCE or Client credentials). For detailed information, see Authorization.

Environment * (This setting is applicable while configuring the iClient)

Select your Tipalti API account environment:

  • Production: if your account URL is https://sso.tipalti.com/connect/

  • Sandbox: if your account URL is https://sso.sandbox.tipalti.com/connect/

Scopes * 

Scopes are OAuth 2.0 permissions that Tipalti defines to limit access to your account.

dataLoad.svg​​ How to configure scopes 

Tip

This connector documentation describes only the settings shown for the Simple view. For the corresponding HTTP settings, see the OAuth 2.0 auth universal connector documentation.

How to retrieve the client ID and client secret

  1. Sign in to your Tipalti developer account.

  2. In the Create application window, you can create your app either with Client credentials flow or Authorization code flow.

  3. Click Start now. For more information, see Authentication.

Client credentials flow:

  1. Enter an Application name.

  2. Select the required Scopes.

  3. Click Create.

  4. Copy the Client ID.

  5. Copy the Client secret.

Authorization code flow:

  1. Enter an Application name.

  2. Select the required Scopes.

  3. Enter Celigo integrator.io Redirect URL.

  4. Click Create.

  5. Copy the Client ID.

  6. Copy the Client secret.

How to configure the scopes

  1. ClickScope.

  2. To access all of the scopes in the API, click the » button.

    – or – 

    Check the scopes you want to add and click the > button.

  3. Click Save.

Additional references