To begin setting up your integration with TruFunding, 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 Notice of Assignment text from your factoring company into the text box.
4
Finally, click the blue Save button to save your changes.
Part 2: Configure TruFunding Integration in Alvys
1
Navigate to the Management page, then find the Integrations tab in the upper left corner of the Management page.
2
Select the subsidiary you wish to integrate with TruFunding, then expand the FactoringFTP option from the list of integration types.
3
Click the pencil icon next to the “TruFunding” option.
4
Enter the username (same as the username for the TruFunding web portal)
5
Click the blue Save button to save your changes. A green tick will appear beside TruFunding indicating the integration was successful.
