Account Management
Connecting integrations and account settings
14 articles
How to Stop Automated Trade References For Certain CompaniesPrevent trade reference requests from sending to your competitors or companies that refuse to provide references.
Roles & PermissionsHow to manage your team settings to secure your company and customer data.
Integrations
Connecting integrations in Nuvo
Linking Experian in NuvoThis guide will walk you through the steps to link Experian and Nuvo, so you can pull your Experian reports directly in the Nuvo dashboard.
NetSuite Integration Instructions
Troubleshooting SSO authenticationA guide to assist you in troubleshooting SSO authentication errors
Integrating Nuvo with a Microsoft 365 Outlook shared inboxRoute all customer-facing communications (e.g. credit approvals) and trade reference requests through your Credit/Accounting inbox
Single Sign-On (SSO)This article will walk you through the steps to configure SSO for your team, and connect your Active Directory.
IMAP ConfigurationYour Guide to Set Up IMAP Configuration
NetSuite WorkflowAn overview of what information can be pushed into NetSuite and best practices to get the most out of the integration
Reconnecting Your Mailbox
Understanding Webhook Logs
Sending AR Information from your ERP to NuvoThis process below outlines how Nuvo customers can sync Account Receivable (AR) information from the ERP to Nuvo via an automated CSV.
Avalara Integration GuideHelpful guide for integrating with Avalar Exemption Certificate Management
SAP S/4HANA Integration