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Tai Software TMS Integration

Shawn Vo
  • Updated

As a reminder, access to API Integrations must be activated. Go to your My Account or Settings page to request your account be activated for integrations.

 

With our integration, you can add contractors, customers, and jobs into Denim all from Tai TMS.

 

Activating the Integration

Start by finding your API key in the Denim Dashboard and pasting it into Tai.

 

Within Tai TMS:

  1. Go to the LSP dropdown and select "Integration Sources".

  2. Select "Add New Integration Source"

  3. Select Source Type "Denim Payments"

  4. Add Denim API Key in "License Key" field

 

Mapping Customers and Contractors

If this is your first time using a customer or contractor with this integration, you will need to map them to debtors or payees in Denim. You will only need to do this once per shipper or carrier you work with.

 

Mapping Customers

In Tai, navigate to the Customer and click on "Edit Accounting Profile". In the "Preferred Invoicing Method" Select "Factoring"

This will allow you to search for the Customer in Denim. If it doesn't exist, you can make a new Customer.

 

Mapping Carriers

In Tai, navigate to the carrier profile. Under "LSP Carrier Information" you can select "Factor Automation" and turn it to "Yes"

 

Sending Shipments to Denim for Factoring

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

  1. The load must be "Delivered"

  2. The Shipper Invoice has been created

  3. The Carrier Bill is created

  4. You have added the required paperwork

    1. Carrier Invoice

    2. Proof of Delivery

Once the above is completed, you can navigate to the "Factoring Management" screen and see the loads you can send over.