Skip to content
English
Customer portal
  • There are no suggestions because the search field is empty.

Connect WEX Factoring to Our TMS

Instructions for integrating your WEX factoring account with our TMS. It covers the process of setting up your account, configuring required settings, and ensuring compliance with WEX's unique load reference requirements.

Step 1: Gather Required Information from WEX

Before starting, get the following from WEX:

  • WEX username and password for the integration
  • A unique reference number for each load you factor

Step 2: Connect WEX in Truckpedia

  1. Click the gear icon at the bottom left, select Integration under Company, and open the Factoring tab.
  2. Expand your company row and click Connect next to Wex.
  3. Enter your WEX credentials and click Submit. A green checkmark under Status means the connection worked.

Wex Connect button in the Factoring tab

Step 3: Create the WEX factoring company profile

  1. Go to Settings → Factoring Company and click + Create a Factoring Company.
  2. Enter WEX’s name, billing email, address and phone, plus your fee percentage.
  3. Choose Wex as the Integration Partner and click Create Company.

Create a Factoring Company form

Step 4: Enter the WEX reference number on each load

For every load you factor, enter the WEX-provided reference number in the Internal Reference field in Step 1 of the load. If you don’t see the field, contact help@truckpedia.io to turn it on.

Internal Reference field in Step 1 of a load

Important: each load needs its own unique reference number from WEX.

Step 5: Test and Verify

  • Try to request payment for a load without a reference number. If you get an error asking for the reference number, the setup is correct.
  • Add the WEX reference number and request payment again. It should now go through.

Key Reminders

  • Each load must have a unique reference number from WEX before you request payment.
  • If you can’t see the reference field or run into issues, contact help@truckpedia.io.