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Updating and Managing Retailer/Distributor Portal Integration

If login credentials change or we lose connection to your portals, easily update the information to ensure data flow continues into Confido.

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Written by Cassie Crail
Updated over 2 months ago
  1. Select Integrations on the left hand nav

  2. Ensure that a team member is entered on the Integration Maintainers field so they are notified if connection is lost

  3. Navigate to the connection you need to manage

  4. Select the [...] on the right hand side and select either of the following

    1. Edit Credentials: Input the new login information

    2. Contact Us: Email support@confidotech.com with the new details

    3. Update Bot Token: Update the Bot Token in the vendor portal

    4. Last Failure Screenshot: View the error message we are receiving from the portal to triage

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