TAFS Integration

Loadops by Optym

1. 1. Click on SETTINGS

   

2. 2. Click on Integrations

   

3. 3. Click on Finance

   

4. 4. Click on provider name-TAFS

   

5. 5. Click on Add New Account

   

6. 6. Enter Display name, Name in the Documents, Address and Phone number and factoring charges.

   

7. 7. Click on Save

   

8. 8. Enter your credentials (Username and Password)

   

9. 9. Click on Authenticate