Turvo's TriumphPay Integration

Turvo’s integration with TriumphPay replaces and supports internal accounts payable functions. TriumphPay is not a factoring company; they only partner with and support other factoring companies. 

With this integration enabled, approved carrier invoices are uploaded to Turvo and shared with TriumphPay to manage carrier payments. TriumphPay then pays carriers based on the carrier's preferred payment terms set in TriumphPay. 

TriumphPay Enablement Prerequisites

Prior to enabling TriumphPay for your Turvo tenant, it’s important to sign up for a TriumphPay account. Make sure to obtain the following credentials from TriumphPay to add to Turvo’s integrating hub:

  • sFTP domain
  • sFTP port
  • sFTP username
  • Invoice sFTP destination path
  • Carrier sFTP destination path 
  • Carrier data prefix filename
  • Invoice prefix filename
    • Note:onb” represents an onboarding or test file path. (e.g. sftp.onb-triumphpay.com equals a test sftp while sftp.triumphpay.com is production. Both will likely be used and need to be updated while working with TriumphPay.

If you plan to have payments recorded in TriumphPay and would like those payments to be recorded in Turvo you will also need:

  • Payment SFTP source path provided by TriumphPay

Important Note: If electing to have payments recorded in Turvo from TriumphPay, ensure any integrations with your financial management system (i.e. QBO, Xero, Netsuite) have forward payment sync enabled; issues may arise if you have reverse payment sync enabled. 

Once you have obtained the TriumphPay credentials, submit a support ticket to Turvo which includes the following:

  • Request to add Third Party as a payment method option within the Carrier Profile.
    • Important Note: This step is required before invoices can be shared with TriumphPay.

You can also add the following optional items to your Turvo support ticket:

  • Recommended: If using MCP or RMIS, you can request to have Third Party as the default payment method with the default payment term when carriers are added or updated.
    • Note: Payment methods & terms in Turvo are not shared to TriumphPay.
  • Recommended: Request that Turvo runs a script to add Third Party as the payment method to existing carriers to avoid having to make this change individually in each carrier profile.
    • Note: Removing theThird Party payment method from a carrier profile will prevent any invoice or carrier data from being shared with TriumphPay. 

Additional Notes:

  • If using another carrier monitoring service such as Highway, communicate with other carrier monitoring services to add Third Party to any carrier creation or update activity after it’s added by Turvo Support.
  • If you have carrier payments you don’t want to go through TriumphPay, you can remove the Third Party payment method from the carrier profile. If using MCP or RMIS this may require a config to ignore payment method updates so the removal of Third Party is not re-added to the carrier profile due to the above configuration. 
  • TriumphPay may require testing and validation of test invoices before enabling automated payments to carriers. 
  • If you have an existing account with TriumphPay and are new to using the Turvo integration, a carrier account mapping exercise is required. 
    • To complete this, you can extract a full carrier list with Turvo CarrierID, Carrier DOT and MC from Turvo Analytics. This list must be provided to TriumphPay before going live. Submit a Turvo support request if you need additional assistance. 

Enabling TriumphPay in the Integration hub

Once you’ve set up your Triumph Pay account, complete the following steps in order to establish a connection between TriumphPay and your Turvo tenant:

Note: Turvo recommends that customers configure production tenants only. When attempting to configure my-sandbox, carrier IDs will be misaligned with TriumphPay. 

  1. Click your profile icon in the top right corner and select Admin console from the drop-down.
    image11.png

  2. Click on the Integration hub tile.
    image1.png

  3. Click the Triumph Pay card.
    image16.png

  4. On the Integrate tab, enter the following credentials obtained from Triumph PasFTP domain.
    • sFTP domain
    • sFTP port
    • sFTP username
    • Invoice sFTP destination path
    • Carrier sFTP destination path 
    • Carrier data prefix filename
    • Invoice prefix filename
    • Private key

  5. Click GENERATE SFTP KEY PAIR.
    Note:
    You must have Super Admin privileges to generate the SFTP key pair.
    image6.png

  6. Click CONNECT to establish the connection.

With this integration enabled, approved carrier invoices uploaded to Turvo and shared with TriumphPay to manage carrier payments.TriumphPay will then pay carriers based on the carrier's preferred payment terms set in TriumphPay. 

Select the data that Turvo ingests

For each segment, you have the option to choose how data from MCP is ingested to Turvo. 

In each segment, there are options for how Turvo will handle the data from RMIS. The options are as follows:

  • Create: Creates a field in Turvo from RMIS once

  • Update: Updates the field continuously in Turvo from RMIS syncs

  • Reset: Resets all the fields for that section before the next sync

    • Note: A warning is displayed when you select this option

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How the Integration Works

Set ‘Third Party’ as the Payment Method

Important Note: Third Party must be added to the carrier profile before shipments are created in order for Turvo to send invoices to TriumphPay. 

  1. Navigate to the Carrier profile via the left menu.
    image8.png

  2. In the Carrier profile, click the Details tab.
    image5.png

  3. Click Payments and add Third Party as the Payment method.
    image9.png

    Important Note: If you do not see Third Party in the Payment method drop-down, check Admin console > Payments > Payments. If you see Third Party and the toggle is in the grey OFF position, toggle it to the blue ON position. If you don’t see Third Party, submit a support ticket to have it added as a payment method. The integration will not trigger or send invoices without this step. 
    image14.png

Use TriumphPay with an RMIS or MyCarrier Packets Integration

If you have an RMIS or MyCarrier Packets integration, you have the option to configure Turvo to automatically add Third Party as the payment method to carrier profiles that are ingested into Turvo from RMIS or MyCarrier Packets. 

To enable this configuration, submit a Support Ticket with the following information:

  • Identify which integration you have, RMIS or MCP
  • Request that Third Party is auto added as a Payment method for all carriers ingested via the integration you use. 

Data Transfer to TriumphPay

Note: Any updates to the Carrier invoice or the Carrier profile triggers Turvo to send an update to TriumphPay at the top of the next hour.

  1. Once ready to start the process to pay the carrier, add the carrier invoice under the Documents tab.
  2. Once the carrier invoice moves to the Approved status, Turvo sends the invoice to TriumphPay at the top of the next hour, irrespective of shipment status.
    • For example, if the invoice moves to the Approved status at 11:03am EST, Turvo will send the invoice to TriumphPay at 12:00pm EST. 
    • If the invoice moves to the Approved status at 11:59am EST, Turvo will also send the invoice to TriumphPay at 12:00pm EST. 
    • If you do not want data to transfer, move the invoice back to a Draft status before the top of the next hour.

Important Note: If a carrier invoice has already been sent to TriumphPay and you change the invoice status from Approved back to Draft (or another non-approved status), then back to Approved. The invoice will be sent to TriumphPay a second time. If the invoice number is unchanged TriumphPay will identify the invoice as a duplicate and will not process it. If the invoice number is changed it may result in duplicate invoices in TriumphPay. 

Note: It can take up to 15 minutes for an invoice to appear in TriumphPay. 

Data sent to TriumphPay:

  • Invoice Date
  • Invoice Amount
  • Due Date
  • Invoice Number

Important Note: It’s recommended that the invoice number be unique to each invoice.

Update the Invoice After Data Transfer to TriumphPay

In the event that the invoice data transfer has already occurred and you need to make an update to the invoice data, please contact TriumphPay to either adjust the required data or delete from TriumphPay. 

Added Services, Accessorials, and Equipment Fees

In the event additional costs are requested by a carrier after a payment has been processed. It’s recommended that a second carrier block and carrier invoice be created to account for the added costs. In this scenario it’s ok to use the same invoice number as the first invoice if desired. Users can follow the steps below:

  1. Add the carrier to the shipment
    • Note: This may be the same carrier that you added in the above steps, in that case, you add the carrier a second time.
  2. Add the additional fees under the Costs section of the Carrier block for the carrier you just added.
  3. Click the Documents tab
  4. Add a new carrier invoice to the carrier that you just added.
    • Note: Use a new or existing invoice number. Invoice will still transfer to TriumphPay. 

The new invoice will transfer to TriumphPay at the top of the next hour.

Payment Acknowledgements from TriumphPay

Turvo receives an hourly payment report from TriumphPay. Payment data is recorded in Turvo via Carrier > Payments and Deductions > Transactions.

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Once TriumphPay has marked the shipment as paid and you have Forward Payment Sync enabled with your FMS system. Turvo will record the payment to your integrated FMS. 

There may be instances where you need to troubleshoot your TriumphPay integration. This guide provides resources such as data sync progressions and expected outcomes, how factor Carrier profile information in Turvo generates updates to TriumphPay, and the most common errors and how to troubleshoot them.

Resources and Troubleshooting

Carrier invoice status expected outcomes 

If your invoice does not transfer to TriumphPay as expected, see the table below:

Invoice Status: Transfer to TriumphPay?
Invoice in Draft status No
Invoice updated to a new status other then Approved No
Invoice is Archived No
Invoice created in Approved status and Archived before report generation No
Invoice created in Approved status and moved to Draft status before report generation No

Note: If an invoice misses the cutoff time it will not be sent to TriumphPay until the next scheduled sync. 

Carrier profile factoring and pay-to information

The table below details the information for what data is sent to TriumphPay when certain boxes are checked in Turvo:

  • When factoring is checked in both the Payments Methods and Pay to sections, Turvo sends the carrier Payments Pay to Name and Address to TriumphPay. 
    • Name refers to Carrier > Payments > Pay to > Name (factoring company name only)
    • Address refers to Carrier > Payments > Pay to > Address (factoring company primary address)
      • Note: RMIS or MCP will automatically select the factor flag and add the factor address in the Pay to section.
        2024-01-11_16-15-40.png
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  • When factoring is checked in the Payment Methods section but not in the Pay to section, Turvo sends the Payment Method Factor Name and Address to TriumphPay. 
      • Name refers to at Carrier > Payments > Pay to > Name (factoring company name only)
        2024-01-11_16-15-40.png
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  • When factoring is checked in the Payments Pay to section but not in the Methods section, Turvo sends the Carrier Payments Pay to Name and Address to TriumphPay. 
      • Name refers to at Carrier > Payments > Pay to > Name (Factor Name only)
      • Address refers to Carrier > Payments > Pay to > Address (carrier billing address)
        • Note: RMIS or MCP will automatically select the factor flag and add the factor address in the Pay to section.
          image7.png
  • When factoring is not checked in both the Payments Methods and Pay to sections, Turvo sends the Carrier Payments Pay to Name and Address to TriumphPay. 
    • Name refers to at Carrier > Payments > Pay to > Name (carrier name)
    • Address refers to Carrier > Payments > Pay to > Address (carrier billing address)
      image13.png

If the carrier Pay to address is blank, Turvo follows the below logic progression:

  1. If Pay to address is blank, Turvo sends the carrier Billing address
  2. If there is no Billing address, Turvo sends the Main address
  3. If there is no Main address Turvo sends the Physical address.
  4. If there is no carrier Physical address, the carrier address is sent blank.

Carrier profile data mapping

Field name Turvo Data Example Required?
id Carrier Id

Located in the URL of the carrier profile

Yes
name Carrier name Carrier profile > Details > General > Profile > Name Yes
mc_number Carrier MC number Carrier profile > Details > General > Profile > MC Yes
dot_number Carrier DOT number Carrier profile > Details > General > Profile > DOT No
address_line1 Carrier main address line 1 Carrier profile > Details > General > Profile > Address > Main Yes
address_line2 Carrier main address line 2 Carrier profile > Details > General > Profile > Address > Main No
zipcode Carrier zip code Carrier profile > Details > General > Profile > Address > Main Yes
city Carrier city Carrier profile > Details > General > Profile > Address > Main Yes
state Carrier state Carrier profile > Details > General > Profile > Address > Main Yes
phone Carrier phone; if multiple, separated by semicolon

Carrier profile > Details > General > Profile > Phone


912345454;913454647

Yes
email Carrier email; if multiple, separated by semicolon

Carrier profile > Details > General > Profile > Email


regression.broker@turvo.com;

regression.carrier@turvo.com

Yes
billing_email_primary Carrier billing email; if multiple, separated by semicolon Carrier profile > Details > General > Profile > Email > Billing Yes
Remit-to Carrier name

Carrier profile > Details > General > Profile > Name

If factored, factoring company populates

Yes

payment_address_line1

Carrier address

Address > Main


If factored, factoring company populates

Yes
payment_address_line2 Carrier address

Carrier profile > Details > General > Profile > Address > Main


If factored, factoring company populates

No
payment_city Carrier city; if factored, factoring company populates

Carrier profile > Details > General > Profile > Address > Main


If factored, factoring company populates

Yes
payment_address_state Carrier state; if factored, factoring company populates

Carrier profile > Details > General > Profile > Address > Main


If factored, factoring company populates

Yes
payment_address_zip Carrier zip; if factored, factoring company populates

Carrier profile > Details > General > Profile > Address > Main


If factored, factoring company populates

Yes

Carrier invoice data mapping

Field name Turvo Data Required?
REFERENCE_ID Unique identifier, not visible in Turvo. The REFERENCE_ID is generated using the Turvo custom ID, the shipment number, the carrier order ID, and the invoice number.  Yes
SHIPMENT_ID Shipment number that the invoice is associated with. Yes
CARRIER_NAME Carrier name listed on invoice Yes
CARRIER_ID Carrier ID Yes
INVOICE_NUMBER Invoice number on carrier invoice Yes
STATUS 2 means approved; only approved statuses will sync Yes
INVOICE_DATE Date invoice was approved Yes
DUE_DATE Due date for carrier invoice Yes
INVOICE_NET_AMOUNT Total amount listed on the carrier invoice Yes

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