JD Factors integration allows you to send invoices directly from Datatruck to your factoring company through a secure FTP connection. Follow the steps below to complete the setup.
Step 1: Request FTP Credentials from JD Factors
Send an email to JD Factors support requesting your FTP credentials.
You’ll receive details including username, password, and access key.
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: Access Integrations in Datatruck
Go to Settings in your Datatruck account.
Select Integrations > Factoring.
Click Create.
Step 3: Configure JD Factors Integration
From the Factoring Company dropdown, choose JD Factors.
Enter the credentials provided by JD Factors:
Username
Password
Access Key
Fill in the additional fields:
MC Number
Billing Address
Remit Notice (optional, if provided by JD Factors).
Once all required fields are completed, click Save.
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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