How to Add Customers and Link them to your ERP

To ensure we correctly map your ERP customers to our Confido customers you'll need to link them in our system. To do so follow these steps:

Written by Cassie Crail

Updated over a month ago

Click Settings on the left hand nav
Click GL Accounting Customization
Scroll to Manage Vendors and Customers
1. Listed here is a list of the top Confido vendors
2. Find the vendor you need to map and click the Pencil on the right hand side
3. Select the Customer/Vendor name in your GL
4. Click Save
To Add a New Customer
1. Click Add Contact and input the the details