Saint Johns Capital Factoring Integration

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What This Integration Does?

Saint Johns Capital connects to Alvys through a two-way API. When a batch is submitted, Alvys sends invoice data to Saint Johns Capital directly. Saint Johns Capital also performs automatic and manual broker credit checks, returning results to Alvys in real time.

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Prerequisites

• Active account with Saint Johns Capital
• Client ID provided by Saint Johns Capital
• Notice of Assignment text provided by Saint Johns Capital
• Admin, Partner Admin, or Support access to configure the integration
• “Billing” permission to submit batches
• MC number set on each customer/broker that will be included in a batch

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Connect / Authenticate

Note: This integration uses an API connection.

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Part 1: Configure Your Notice of Assignment

• Navigate to Management > Company Profile.
• In the General Info tab, locate the Important Information section. Click the (+) button. The Manage Important Info pop-up opens.

• In the drop-down menu, select Notice of Assignment. Copy and paste the Notice of Assignment text provided by Saint Johns Capital.

• Click Save.

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Part 2: Configure the Saint Johns Capital Integration

• Navigate to Management > Integrations.
• Select the subsidiary you want to configure. Expand the Factoring section. Click the “Inactive” button to Saint John Capital.

• Enter your Client ID provided by Saint Johns Capital.

• Click the blue Save button.

If you have multiple subsidiaries with Saint Johns Capital accounts, repeat the four configuration actions above for each subsidiary.

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Field & Data Mapping

Alvys sends invoice data to Saint Johns Capital, including load number, debtor information, invoice amount, and MC number. Alvys also sends three supporting documents for each invoice: the Bill of Lading (or Rate Confirmation if no Bill of Lading is present), the Rate Confirmation as a separate rate sheet, and the Receipt. Each document type is submitted in a separate field. The customer’s MC number must be set in Alvys before a load can be included in a batch.

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Sync Behavior

Credit check results sync automatically from Saint Johns Capital to Alvys. Invoice batch data flows from Alvys to Saint Johns Capital at submission. There is no automated nightly batch sync; load status updates depend on batch submission.

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Submit a Batch

• Navigate to Accounting > Factoring Upload. All loads must have a Queued status with invoicing method set to factoring.
• Select the correct subsidiary.

• Select the invoices to include in the batch. Ensure the MC number is set for each customer.

• Click Submit Batch. A pop-up appears.

• In the pop-up, select the Funding Method: Wire, ACH, Fuel Card, or Visa. Select the Payment Date using the calendar.

• Confirm the submission. Wait until the process is complete. Do not close this page or navigate away; doing so may disrupt the submission.

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Broker Credit Checks

Saint Johns Capital performs broker credit checks to assess whether a broker is eligible for factoring. Credit check results appear as colored icons next to the customer/broker name:

• Green: Approved
• Red: Declined
• Grey: Unknown (no credit check has been performed yet)

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Automatic Credit Checks

Alvys automatically triggers a credit check in two situations:

• When a load is created: if the last credit check for that broker was performed more than 24 hours ago
• When a load reaches Queued status: if the last credit check was more than 24 hours ago

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Manually Trigger a Credit Check from a Customer/Broker Profile

• Navigate to the customer or broker profile.
• Add a factoring invoicing method to the subsidiary where the Saint Johns Capital integration was added, then save. This step is required before the refresh icon (↻) becomes visible.
• Click the refresh icon (↻) next to the customer or broker name to trigger a credit check. The credit check result icon updates next to the customer/broker name.

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Manually Trigger a Credit Check from a Load Details Page

• Open or create a load. Confirm the customer has a subsidiary with the factoring invoicing method assigned.
• On the load details page, click the refresh icon (↻) to trigger a credit check.

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Submit a Load Based on Credit Check Status

1. Select or create a load with a customer assigned to the subsidiary using the factoring invoicing method.
2. Advance the load to Released status.
3. Click Invoice Load to generate the invoice.
4. Merge the required documents: Customer Rate Confirmation, Proof of Delivery (POD), and the invoice. The load moves to Queued status.
5. Navigate to Accounting > Factoring Upload. Select the load and submit the batch.

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Verify It’s Working?

After submitting a batch, confirm that the selected loads have moved from Queued status to Invoiced status. Credit check results should appear as colored icons next to customer/broker names within a few seconds of triggering a check.

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Troubleshooting

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Batch submission fails?

1. Confirm the customer’s MC number is set. Navigate to the customer/broker profile and verify the MC number field is populated. A load cannot be submitted without it.
2. Confirm the subsidiary has a valid Client ID configured in Management > Integrations.
3. Contact Alvys support if the batch continues to fail after confirming the above.

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Credit check icon does not appear?

1. Confirm the customer has a factoring invoicing method assigned to the subsidiary where the Saint Johns Capital integration is configured.
2. Confirm the integration is active in Management > Integrations.
3. Trigger the credit check manually using the refresh icon (↻). If the icon does not appear after confirming both steps above, contact Alvys support.

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Limits / Unsupported

Each subsidiary must have its own Client ID configured separately. A single Client ID cannot apply across multiple subsidiaries.

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FAQs

Q: What credit check statuses does Saint Johns Capital return? A: Saint Johns Capital returns three statuses: green (Approved), red (Declined), and grey (Unknown). There is no additional status for this integration. Q: What is the Notice of Assignment and where does the text come from? A: The Notice of Assignment is a document that informs customers that their receivables have been assigned to a factoring company. Saint Johns Capital provides the text when you set up your account with them. Q: Can I submit a load even if the credit check status is grey or red? A: Yes. The credit check status is informational. You can submit a load regardless of the result. Contact Saint Johns Capital directly if you have questions about a specific broker’s eligibility.