The integration uses a secure SFTP connection between Datatruck and Triumph. To get it running, you first request credentials from Triumph, then a Superadmin enters those credentials into Datatruck's Factoring settings. The process has two phases: requesting access from Triumph, then configuring it in Datatruck.

Phase 1 — Request Credentials from Triumph

Step 1 — Send an email to Triumph

Email Triumph at Connect@tbcap.com with the following:

[Your Company Name] & Datatruck Integration

We are integrating with Datatruck. Our MC number is [MC Number] and the company name is [Company Name]. The responsible person from our team is copied on this email. info@datatruck.io is also copied. Could you please help with the credentials?

Make sure to CC both your internal contact and info@datatruck.io on this email.

Step 2 — Receive SFTP credentials from Triumph

Triumph will respond with an SFTP username and key/password. They may also ask you to do a test send before going live. Once you have the credentials, you are ready to configure the integration in Datatruck.

Phase 2 — Configure the Integration in Datatruck

Step 1 — Go to Factoring Settings
From the left menu, go to Settings > Factoring.

Step 2 — Click Create
Click the Create button to add a new factoring integration. A form will open for you to fill in.


 

Step 3 — Fill In the Integration Details
Enter the SFTP credentials provided by Triumph along with your company information as prompted in the form.

Step 4 — Add the Remit Notice
In the Remit Notice field, copy and paste the following text exactly:

THIS INVOICE HAS BEEN ASSIGNED TO, AND MUST BE PAID DIRECTLY TO:
TRIUMPH FINANCIAL SERVICES, LLC d/b/a TRIUMPH BUSINESS CAPITAL LLC
P.O. Box 610028
Dallas, TX 75261-0028

This remit notice will automatically appear on all invoices sent through Triumph.

Step 5 — Save
Click Save. The Triumph integration will now appear in your Factoring integrations list and is ready to use.

We hope this article was helpful. However, if you have any further questions, please don't hesitate to reach out to our Live Support.
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