Select the three dots (...) on the left hand nav
Select Integrations
Click Business Systems in the top left corner
Click Connect Email Account under Email
Login to the account you want to add
Once the email account has been integrated, checks for the following customers will start flowing into Confido automatically
Retailers | Distributors |
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Note: For retailers/distributors not listed above (for example, REI), Confido can still capture email-based remittances automatically without a separate email integration, as long as the sender's email address (e.g. pay@rei.com) is registered in the Directory for that vendor. There is currently no direct portal-based integration for these remittances — email is the supported path.
For other customers who send checks as PDF attachments via email, follow this guide
