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. 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.
   

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

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 No	Field Type	Field Name	Comment
1	Single Line	IBAN	This field will represent the IBAN account number
2	Pick List	IBAN Status	This field will represent the status of IBAN whether it is valid or not
3	Single Line	Message	This field will represent whether the given data is accurate or not
4	Multi Line	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

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 No	Field Type	Field Name	Comment
1	Single Line	IBAN	This field will represent the IBAN account number
2	Pick List	IBAN Status	This field will represent the status of IBAN whether it is valid or not
3	Single Line	Message	This field will represent whether the given data is accurate or not
4	Multi Line	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

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 No	Field Type	Field Name	Comment
1	Single Line	IBAN	This field will represent the IBAN account number
2	Pick List	IBAN Status	This field will represent the status of IBAN whether it is valid or not
3	Single Line	Message	This field will represent whether the given data is accurate or not
4	Multi Line	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

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

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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:

Accounts Module

Vendors Module

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

Email: support.extensions@nexivo.co

Website: www.nexivo.co