Note: The Directory replaces the previous Manage Vendors and Contacts settings that were found under GL Accounting Customization Settings. If you were using that area before, all of the same functionality is now available here.
1. Overview: The Directory
What the Directory is and how it fits into your Confido setup.
The Directory is your central place for mapping the customers and vendors that exist in your ERP to their corresponding contacts in Confido. Because Confido uses your ERP as the source of truth, the GL Customers and GL Vendors tabs are driven by whatever exists in your connected ERP — ensuring your Confido setup always reflects your financial system of record.
The Directory has three tabs:
Tab | Purpose |
GL Customers | Map ERP customers to Confido contacts and configure customer-specific accounting settings |
GL Vendors | Map ERP vendors to Confido contacts using the same workflow |
Sales Planning Groups | Define which retailers you sell your products in and configure their routes to market |
2. Setting Up GL Customers
How to map your ERP customers to Confido contacts and activate them.
When you first open the GL Customers tab, your customers will appear in the leftmost column pulled directly from your ERP. By default, customers are hidden and inactive until you set them up — they will not appear elsewhere in Confido until they have been mapped and activated.
2.1 Mapping a GL Customer to a Confido Contact
To set up a customer, click into the GL customer row you want to configure. From there:
Open the contact dropdown. Confido maintains a standard set of contacts that exist across all instances — search this list first to see if the customer already exists.
If a match is found, select it to map the GL customer to that existing Confido contact.
If no match is found, select Custom. This will create a new contact in Confido using the GL customer name by default. You can edit the contact name if needed.
Tip: Always search the standard contact list before selecting Custom. Mapping to an existing Confido contact ensures your data connects correctly across the platform.
2.2 Additional Customer Configuration
Once the contact is mapped, you can also configure the following on the customer record:
Custom attributes — add any internal tags or categorizations relevant to your business
Customer type — define whether this customer is a Retailer or a Distributor
When you are done, click Save to apply your changes.
2.3 Accounting Settings
Clicking into the Accounting tab within the customer record allows you to set additional financial defaults:
Field | Description |
Default Currency | The currency used for this customer's transactions |
Fulfillment Method | How orders are fulfilled for this customer |
Payment Terms | The agreed payment terms for this customer |
Vendor Agreement | Any vendor-level agreement details associated with this customer |
3. Customer Status & Activation
How mapping a customer affects their visibility across Confido.
Once a GL customer has been mapped to a Confido contact, their status is automatically set to Active. Active customers are:
Visible throughout Confido wherever customers are referenced
Available to be configured as route to markets on planning groups
Note: Customers that have not yet been mapped will remain hidden and will not appear in other areas of Confido until they are activated through the mapping process above.
4. GL Vendors
The same setup pattern applies to your ERP vendors.
The GL Vendors tab follows the same workflow as GL Customers. Navigate to the GL Vendors tab in the Directory and repeat the mapping process for each vendor you want to activate in Confido.
5. Sales Planning Groups
How to define the retailers you sell into and their routes to market.
The Sales Planning Groups tab is where you define which retailers your brand sells products in and how those retailers are structured in terms of routes to market. This tab mirrors the existing Planning Group settings and serves as the foundation for how volume and trade activity is organized across Confido's sales and planning modules.
Note: If you have previously configured Planning Groups in Confido, those settings are reflected here. The Sales Planning Groups tab is the new home for this configuration going forward.