Step 1: Get Your FTP Credentials from Wex 

To begin, contact your Wex representative and request your FTP login credentials.
These typically include:

• Username

• Password 

• Remit Notice

Email Template: 

To: [insert your factoring company email]
Subject: Request for FTP Integration Access
Body: 
Good afternoon,

We are setting up a new TMS system, Datatruck. Please provide the FTP credentials to enable integration, especially:

• Host
• Username 
• Password 
• Remit Notice

Our MC number is [insert MC number here].
Please let us know if any additional information is required. 

[Your Company Name]
[Your Contact Information]

 

Step 2: Set Up the Integration in Datatruck

1. Log in to your Datatruck account through the web https://app.datatruck.io

2. Go to Settings. 

3. Click on the Integrations tab.

4. Go to the Factoring section.

5. Select Create to begin a new integration.

Step 3: Enter the Required Details

Fill in all relevant fields using the FTP credentials you received from Wex Capital. These details allow Datatruck to connect and sync with your factoring account.

• Factoring Company: Choose Wex Capital from the dropdown

• Username: Provided by Wex 

• Password: Provided by Wex

• MC Number: Select the desired MC

• Billing Address: Enter your preferred information

• Remit Notice: Notice of Assignment given by Wex Factoring

Click to Save the integration.

That's how setting up the Wex Factoring Integration would be completed.

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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