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
1
Navigate to the Management page within Alvys by clicking the Profile button in the upper right corner, then select "Management".
2
Find the "Important Information" section of the Management page, then click the plus sign (+) button. The "Manage Important Info" pop-up window will appear.
3
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:
THIS INVOICE HAS BEEN ASSIGNED TO AND MUST BE PAID
DIRECTLY TO, ADVANCE BUSINESS CAPITAL LLC, d/b/a
TRIUMPH BUSINESS CAPITAL
P.O. BOX 610028 Dallas, TX 75261-0028
For paperwork requests please email requests@tbcap.com
CLAIMS OR OFFSETS SHOULD BE DIRECTED TO (866) 414-9600
JURISDICTION FOR ANY LEGAL DISPUTES WILL BE IN DALLAS COUNTY, TEXAS
4
Finally, click the blue Save button to save your changes.
Part 2: Request Credentials & Configure Each Subsidiary
1
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.
2
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".
3
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.
4
In the Add Integration window, use the drop-down menu to find and select Triumph.
5
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.
6
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.
