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Integrate With Triumph Factoring


Ditat's Triumph integration automatically sends invoices to Triumph Factoring via SFTP when an invoice batch is posted.


Triumph Integration Notes

  • Each invoice is sent as a separate PDF.

  • A CSV file is also sent showing all invoices in the batch.

  • Secondary invoices will not be sent to Triumph Factoring and must be manually uploaded.

Important: Customers billed by Triumph must use the Triumph-specific invoice template (Invoice Triumph).


Account Settings

Triumph account settings

Field

Description

Account ID

Enter the account ID for this integration.

Active

Check this box if this account is active.

Company

Select which Ditat company this integration is for.

Notify group

Select the group that should receive notifications related to this integration.

SFTP URL

Enter the SFTP URL. Default: files.triumphbcap.com

SFTP port

Enter the SFTP port for this account.

SFTP incoming folder

Enter the SFTP incoming folder path.

SFTP user name

Enter the SFTP username for this account.

Password

Enter the SFTP password for this account.


Triumph Invoice Template

Ditat provides a separate invoice template — Invoice Triumph — that must be used when factoring with Triumph. This template should be selected on the customer profile for all customers billed through Triumph.

Invoice Triumph


Triumph Factoring CSV File

Below is an example of the CSV file format sent to Triumph Factoring per invoice batch.

image-20241220-184013.png

Triumph Factoring CSV file


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