Bank IBAN Verification for Zoho Bigin

Bank IBAN Verification for Zoho Bigin

Contents

  1. Prerequisites
  2. Key Features of "Bank IBAN Verification"
  3. How to install "Bank IBAN Verification for Zoho Bigin"
  4. Setting up OAuth Authorization
  5. New fields have been added to the  Contacts module
  6. How to validate the IBAN details in the Contacts module
  7. Support

Prerequisites

  1. You must be Zoho Bigin's Super Admin.
  2. Zoho Bigin Premier Edition or higher is required.

Key Features for "Bank IBAN Verification"

  1. This topping offers validation for Contacts with your Zoho Bigin.
  2. This ensures that your database contains accurate and verified IBAN details. This helps in preventing errors and payment discrepancies.
  3. You can validate the IBAN details manually. Making it easy for users to validate and store bank account information directly within their Bigin records. 
  4. Gain access to the wealth of IBAN details, including the country, city, country code, bban (Basic Bank Account Number), bank code, account number, and account holder's name. This data can be invaluable for financial transactions and customer profiles.
  5. By reducing errors and streamlining data entry processes, Bank IBAN Verification can result in cost savings associated with financial transactions, such as international payments and direct deposits.

How to install "Bank IBAN Verification for Zoho Bigin"

To install the "Bank IBAN Verification"
1. Go to Settings > Toppings > Marketplace > All Toppings.
        All the installed Toppings are listed. under Installed, you can view all the toppings supported by your Bigin.
2. Click All Toppings,  browse for, and click "Bank IBAN Verification for Zoho Bigin."
        Details about the toppings will be available.
 3. Agree to the Terms of Service and click Install.


1. Choose one of the following, then click Confirm:

  1. Install for admins only - The topping will only be installed in Bigin for users with the administrator profile.
  2. Install for Users only - The topping will be installed in Bigin for all users.
  3. Choose Profiles - The topping will be installed in Bigin for manually chosen users. Choose this option, click Confirm, and then select the desired profiles.
          The topping will be installed automatically for specified users.



Setting up OAuth Authorization

  1. To Authorize click on the "Authorize" button
  2. Click on "Connect" to access the Zoho Services
  3. Choose the service you want to install and submit it
  4. Click on the "Accept" button you allow DRE IDC to access data in your Zoho account
  5. Then the connector will connected














New fields have been added to the Contacts module

Contacts Module
Sl NoField TypeField NameComment
1Single LineIBAN NumberThis field will represent the IBAN account number
2Pick ListIBAN StatusThis field will represent the status of IBAN whether it is valid or not
3Multi LineIBAN DetailsThis field will represent the details of IBAN like Country, Country Code, BBAN (Basic Bank Account Number), Account number, Name, Zip, City, and BIC
IBAN: This field will represent the IBAN account number.
IBAN Status: This field will represent the status of IBAN whether it is valid or not.
IBAN Details: This field will represent the details of IBAN like Country, Country Code, BBAN (Basic Bank Account Number), Account number, Name, Zip, City, and BIC.



The button will manually examine each IBAN Detail to see if it was sent separately. 
Contacts Module


How to verify the IBAN details in the Contacts module

Contacts Module

The button that is present in the Contacts Modules must be used in this approach to validate the IBAN details. When you click the "IBAN Verification" button, a widget will appear where you can view the "IBAN", "Status", "IBAN Details", and "API Quota." Once the IBAN details have been validated, if you want to update the record, check the box, and click "Update"; otherwise, click "Close" to exit the widget.












Support

Contact number: +919868329081
Website: www.nexivo.co 


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