Bank IBAN Verification for Zoho CRM

Bank IBAN Verification for Zoho CRM

Contents

  1. Prerequisites
  2. Key Features of "Bank IBAN Verification"
  3. How to install "Bank IBAN Verification for Zoho CRM"
  4. New fields have been added to the Leads, Contacts, Accounts, Vendors, and Invoices modules
  5. How to validate the IBAN details in the Leads, Contacts, Accounts, Vendors, and Invoices module with and without a button
  6. Support

Prerequisites

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

Key Features for "Bank IBAN Verification"

  1. This extension offers validation for Leads, Contacts, Accounts, Vendors, and Invoices with your Zoho CRM.
  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 either automatically or manually. Making it easy for users to validate and store bank account information directly within their CRM 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.
  6. IBAN Insight provides users with 50 APIs per month, allowing you to validate a substantial number of records. During the trial period, you can enjoy 5 APIs to experience the extension's capabilities.

How to install "Bank IBAN Verification for Zoho CRM"

1. Go to Setup > Marketplace > All.
    All the installed extensions are listed. under All Extensions, you can view all the extensions supported by your CRM.
2. Click All Extensions, browse for, and click "Bank IBAN Verification for Zoho CRM."
    Details about the extension will be available.
3. Click "Start a free trial" and "Buy Now."
    If you choose "Start a free trial", you'll get a trial period for an extension of 10 days. After the trial period expires, you have to purchase the extension, or else you can purchase the extension directly by choosing "Buy Now."
4. Agree to the Terms of Service and click "Install."



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



      There are two options to purchase the extension, you can purchase "Monthly" or "Annually" based on your needs.


   
A pop-up will show up on the screen during extension installation. The "Auto Verification" option verifies the Bank details automatically in the Leads, Contacts, Accounts, Invoices, and Vendors modules.



New fields have been added to the Leads, Contacts, Accounts, Vendors, and Invoices module


Leads Module
Sl NoField TypeField NameComment
1Single LineIBANThis field will represent the IBAN account number
2Pick ListIBAN StatusThis field will represent the status of IBAN whether it is valid or not
3Single LineMessageThis field will represent whether the given data is accurate or not
4Multi 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.
Message: This field will represent whether the given data is accurate 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



Contacts Module
Sl NoField TypeField NameComment
1Single LineIBANThis field will represent the IBAN account number
2Pick ListIBAN StatusThis field will represent the status of IBAN whether it is valid or not
3Single LineMessageThis field will represent whether the given data is accurate or not
4Multi 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.
Message: This field will represent whether the given data is accurate 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



Accounts Module
Sl NoField TypeField NameComment
1Single LineIBANThis field will represent the IBAN account number
2Pick ListIBAN StatusThis field will represent the status of IBAN whether it is valid or not
3Single LineMessageThis field will represent whether the given data is accurate or not
4Multi 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.
Message: This field will represent whether the given data is accurate 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



Vendors Module
Sl NoField TypeField NameComment
1Single LineIBANThis field will represent the IBAN account number
2Pick ListIBAN StatusThis field will represent the status of IBAN whether it is valid or not
3Single LineMessageThis field will represent whether the given data is accurate or not
4Multi 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.
Message: This field will represent whether the given data is accurate 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



Invoices Module
Sl NoField TypeField NameComment
1Single LineIBANThis field will represent the IBAN account number
2Pick ListIBAN StatusThis field will represent the status of IBAN whether it is valid or not
3Single LineMessageThis field will represent whether the given data is accurate or not
4Multi 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.
Message: This field will represent whether the given data is accurate 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. There are two ways it can operate. When you install by enabling the checkbox, verification is automated; at that point, the button will also function. If you didn't enable "Auto Verification", verification is done manually.

Leads Module



Contacts Module



Accounts Module



Vendors Module



Invoices Module

‚Äč

How to verify the IBAN details in the Leads, Contacts, Accounts, Vendors, and Invoices module with and without a button

Leads Module

Without a Button:

If the "IBAN Auto Validation" checkbox was enabled during installation, the validation will take place automatically without a need for a button; otherwise, you must manually complete the validation by clicking the button.



With Button:

The button that is present in the Leads Modules must be used in this approach to validate the IBAN details. When you click the "IBAN Validate" button, a widget will appear where you can view the "IBAN", "Status", "Message", "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.











Contacts Module

Without a Button:
 
If the "IBAN Auto Validation" checkbox was enabled during installation, the validation will take place automatically without a need for a button; otherwise, you must manually complete the validation by clicking the button.



With Button:

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 Validate" button, a widget will appear where you can view the "IBAN", "Status", "Message", "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.










Accounts Module


Without a Button:
If the "IBAN Auto Validation" checkbox was enabled during installation, the validation will take place automatically without a need for a button; otherwise, you must manually complete the validation by clicking the button.



With Button:

The button that is present in the Accounts Modules must be used in this approach to validate the IBAN details. When you click the "IBAN Validate" button, a widget will appear where you can view the "IBAN", "Status", "Message", "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.










Vendors Module


Without a Button:

If the "IBAN Auto Validation" checkbox was enabled during installation, the validation will take place automatically without a need for a button; otherwise, you must manually complete the validation by clicking the button.



With Button:

The button that is present in the Vendors Modules must be used in this approach to validate the IBAN details. When you click the "IBAN Validate" button, a widget will appear where you can view the "IBAN", "Status", "Message", "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.










Invoices Module

Without a Button:

If the "IBAN Auto Validation" checkbox was enabled during installation, the validation will take place automatically without a need for a button; otherwise, you must manually complete the validation by clicking the button.



With Button:

The button that is present in the Invoices Modules must be used in this approach to validate the IBAN details. When you click the "IBAN Validate" button, a widget will appear where you can view the "IBAN", "Status", "Message", "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 



    • Related Articles

    • Bank Verification for Zoho CRM

      Contents Prerequisites Key Features of Bank Verification for Zoho CRM How to install "Bank Verification for Zoho CRM" New fields have been added to the Accounts and Vendors Module How to verify the Bank details in the Accounts and Vendors module with ...
    • Bank Verification for Zoho Books

      Contents Prerequisites Key Features of "Bank Verification" How to install the "Bank verification for Zoho Books" Create OAuth authorization New fields have been added to the vendor's module How to validate the bank details in the Vendors module ...
    • Bank Verification for Zoho Inventory

      Contents Prerequisites Key Features of the " Bank Verification" How to install the "Bank Verification for Zoho Inventory" Create OAuth authorization New fields have been added to the vendor's module How to validate the bank details in the vendor's ...
    • Bank IBAN Verification for Zoho Bigin

      Contents Prerequisites Key Features of "Bank IBAN Verification" How to install "Bank IBAN Verification for Zoho Bigin" Setting up OAuth Authorization New fields have been added to the Contacts module How to validate the IBAN details in the Contacts ...
    • Video Verification for Zoho CRM

      Contents Prerequisites Notable Features of "Video Verification for Zoho CRM" Installation Procedure for "Video Verification in Zoho CRM" Setting Up OAuth Authorization Introduction of Additional Fields in the Leads and Contacts Modules Inclusion of a ...