Note: ERP must be connected in Confido before proceeding
Select Settings on the left hand nav
Select Integrations
Click Software in the top right corner
Click Email
Click Add or Update Email Integration
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 |
|
|
For other customers who send checks as PDF attachments via email, follow this guide