With the Tai <> Denim integration, you can add contractors, customers, and jobs to Denim from Tai TMS.

To integrate your Tai and Denim accounts, contact Denim support to activate your Denim API key, then contact Tai support and they will activate the integration on your behalf. If you would prefer a self-service experience, instructions are included at the end of this article.

The first time you send an invoice for a given customer, or send a bill for a given contractor, you will need to map the customer/contractor to Denim. You will only need to do this once per customer and contractor you work with.

In Tai, navigate to the Customer for whom you would like to factor invoices and click on "Edit Accounting Profile". For "Preferred Invoicing Method" select "Factoring." This will allow you to search for a matching customer record in Denim. If a matching customer doesn't already exist in Denim, you can Create a New Customer.

Similar to Customers, Contractors will need to be mapped one time. In Tai, navigate to the carrier profile. Under "LSP Carrier Information" you can select "Factor Automation" and turn it to "Yes." 

In order to send a Tai Shipment to Denim the following criteria need to be met:

To send shipments to Denim, you can navigate to the "Factoring Management" screen from the "Accounting" tab and see the shipments available. Select the shipments you would like to send to Denim then click "Factor".

A checkmark in the "Document Status" column indicates that all required documents are included.

A red "!" icon will indicate if a company needs to be mapped to Denim or if a bill needs to be approved.

Self-Service Activation

Two-way integration

TAI pulls updated job information once per day around 5pm EST. This means that if a contractor payable has been sent, or a customer payment has been received & applied, this information will automatically be updated once per day in TAI. Both the status & amounts will update in TAI.