Please Note: To begin setting up your integration with Triumph Business Capital, please make sure you have your subsidiaries set up first. Then, follow the instructions below to set up your integration:
Part 1: Configure Your Notice of Assignment
Navigate to the Management page within Alvys by clicking the Profile button in the upper right corner, then select "Management".
Find the "Important Information" section of the Management page, then click the plus sign (+) button. The "Manage Important Info" pop-up window will appear.
In the Manage Important Info window, click the drop-down menu to find and select "Notice of Assignment". Then, copy and paste the text below into the text box:
Finally, click the blue Save button to save your changes.
Part 2: Request Credentials & Configure Each Subsidiary
Contact Triumph and request that they send you FTP credentials that could be used in your setup with Alvys. Please note that you will need to request a separate set of credentials for each subsidiary that you plan to use Triumph for factoring.
After the FTP Credentials have been provided by Triumph, please navigate to the Management page within Alvys by clicking the Profile button in the upper right corner, then select "Management".
On the Management page, select the proper subsidiary from the left hand side, then find the Integrations section. Click the blue Integrate button, then the Add Integration pop-up window will appear.
In the Add Integration window, use the drop-down menu to find and select Triumph.
Next, enter the credentials provided by Triumph for this subsidiary, then click Save. If you have multiple subsidiaries, repeat steps 3 and 4 for each subsidiary that will use Triumph.
All that is left to do now is to submit a test batch. Then, please contact your Triumph sales representative to ensure the submission was successful and acceptable by Triumph.