Applies to: Admins · Partner Admins · Support staff
Module: Management > Integrations · Management > Company Profile · Accounting > Factoring Upload
Provider: Saint Johns Capital · Integration type: Two-way API · Sync direction: Alvys submits invoice batches to Saint Johns Capital; Saint Johns Capital returns credit check results to Alvys
Last reviewed: 2026-06 · Owner: Support team
Saint Johns Capital connects to Alvys via a two-way API to automate invoice submission and broker credit checks for factoring clients. Synonyms: Saint John Capital, SJC, Saint Johns factoring.
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.
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
Connect / Authenticate
Note: This integration uses an API connection.
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.
Company Profile General Info tab showing Important Information section with (+) button
In the drop-down menu, select Notice of Assignment. Copy and paste the Notice of Assignment text provided by Saint Johns Capital.
Manage Important Info pop-up with Notice of Assignment selected and text pasted
Click Save.
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.
Integrations page showing Factoring section expanded with Saint John Capital “Inactive” button visible
Enter your Client ID provided by Saint Johns Capital.
Add Integration dialog with Client ID field
Click the blue Save button.
If you have multiple subsidiaries with Saint Johns Capital accounts, repeat the four configuration actions above for each subsidiary.
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.
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. Payment and settlement data does not sync back from Saint Johns Capital to Alvys. Loads are not automatically marked as paid when Saint Johns Capital funds an invoice. See Payment and Purchase Reports below.
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.
Subsidiary selector on Factoring Upload page
Select the invoices to include in the batch. Ensure the MC number is set for each customer.
Load list with checkboxes on Factoring Upload page
Click Submit Batch. A pop-up appears.
Submit Batch button on Factoring Upload page
In the pop-up, select the Funding Method: Wire, ACH, Fuel Card, or Visa. Select the Payment Date using the calendar.
Batch submission pop-up showing Funding Method selector and Payment Date calendar
Confirm the submission. Wait until the process is complete. Do not close this page or navigate away; doing so may disrupt the submission.
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)
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
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.
Credit check status icons: green (Approved)
Credit check status icons: red (Declined)
Credit check status icons: grey (Unknown)
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.
Load details page showing refresh icon (↻)
Submit a Load Based on Credit Check Status
Select or create a load with a customer assigned to the subsidiary using the factoring invoicing method.
Advance the load to Released status.
Click Invoice Load to generate the invoice.
Merge the required documents: Customer Rate Confirmation, Proof of Delivery (POD), and the invoice. The load moves to Queued status.
Navigate to Accounting > Factoring Upload. Select the load and submit the batch.
Factoring Upload page with the load selected for batch submission
Payment and Purchase Reports
For most factoring integrations, you upload a payment report from your provider at Reports > Financial Reports > Factoring, and Alvys marks the matching loads as paid.
Saint Johns Capital’s standard exports are not currently accepted by this uploader. The Alvys importer requires three fields the standard SJC export does not include:
Alvys internal invoice number (for example, 1000338) — not the load or invoice number shown on the Saint Johns Capital report
Purchase date
Check number
This applies to both .xls and .xlsx exports; re-saving in a different format will not change the result.
What to do today
Alvys Support can provide a blank Payment Report template. Enter the three required fields for each load and upload the completed template to mark those loads as paid. Contact Support before you start if you have a large number of loads to reconcile.
We’re tracking a request to support the Saint Johns Capital export format directly — contact Support to add your account to it.
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. Because payment data does not sync back from Saint Johns Capital, loads will remain in Invoiced status after a successful batch submission. They will not automatically progress to Financed or Completed. This is expected behavior for this integration today — see Payment and Purchase Reports.
Troubleshooting
Batch submission fails?
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.
Confirm the subsidiary has a valid Client ID configured in Management > Integrations.
Contact Alvys support if the batch continues to fail after confirming the above.
Credit check icon does not appear?
Confirm the customer has a factoring invoicing method assigned to the subsidiary where the Saint Johns Capital integration is configured.
Confirm the integration is active in Management > Integrations.
Trigger the credit check manually using the refresh icon (↻). If the icon does not appear after confirming both steps above, contact Alvys support.
Payment report upload fails with “Failed to read file”?
Reports exported directly from Saint Johns Capital do not include three fields the Alvys importer requires: Alvys internal invoice number, purchase date, and check number.
Re-saving the file in a different format will not resolve this.
See Payment and Purchase Reports for the current options.
Limits / Unsupported
Each subsidiary must have its own Client ID configured separately. A single Client ID cannot apply across multiple subsidiaries.
Saint Johns Capital’s standard purchase and payment report exports are not currently accepted by the Factoring Report uploader at Reports > Financial Reports > Factoring. See Payment and Purchase Reports.
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.
Q: How do I mark loads as paid after Saint Johns Capital funds my invoices?
A: Saint Johns Capital’s exported reports are not currently accepted by the Factoring Report uploader, and payment status does not sync back from Saint Johns Capital. Loads stay in Invoiced until a payment report is uploaded using the Alvys template. See Payment and Purchase Reports.