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 and without the button
- Support
Prerequisites
- You must be Zoho CRM's super admin.
- Zoho CRM Enterprise Edition or higher is required.
- It validates the details of banks in India.
Key Features of Bank Verification for Zoho CRM
- Instantly validate bank account details without the need for manual verification or data entry.
- Ability to validate bank account details entered by customers, ensuring they are accurate and valid.
- Ensures a streamlined user experience and eliminates the need for switching between different applications.
- It helps reduce the risk of fraudulent transactions and ensures accurate payment processing.
- Allowing quick validation of bank account details during the onboarding process or when updating vendor information.
- Validate up to 1000 bank verifications per month, validate up to 20 bank verifications for the trial version.
How to install "Bank Verification for Zoho CRM"
To install the Bank Verification Extension.
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 Verification for Zoho CRM."
Details about the extensions 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:
- Install for admins only - The extension will only be installed in CRM for Users with the administrator profile.
- Install for all users - The extension will be installed in CRM for all users.
- 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 both the Accounts and Vendors modules.
After installing the extension you'll receive the pop-up at the right bottom of the screen shown below.
New fields have been added to the Accounts and Vendors module
| Accounts Module | |||
| Sl No | Field Type | Field Name | Comment |
| 1 | Single Line | IFSC Code | This field shows the IFSC code of the respective bank branch. |
| 2 | Pick List | Bank Verification Status | This field shows the status of the bank account whether it is active or inactive. |
IFSC Code: This field shows the IFSC code of the respective bank branch.
Bank Verification Status: This field shows the status of the bank account whether it is active or inactive.
| Vendors Module | |||
| Sl No | Field Type | Field Name | Comment |
| 1 | Single Line | Account Number | This field shows the Account number of the vendor. |
| 2 | Single Line | IFSC Code | This field shows the IFSC code of the respective bank branch. |
| 3 | Pick List | Bank Verification Status | This field shows the status of the bank account whether it is active or inactive. |
Account Number: This field shows the Account number of the vendor.
IFSC Code: This field shows the IFSC code of the respective bank branch.
Bank Verification Status: This field shows the status of the bank account whether it is active or inactive.
The button will manually examine each Bank 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.
How to verify the Bank details in the Accounts and Vendors module with and without the button
Accounts Module
Without Button:
If the "Auto Verification" checkbox was enabled during installation, the verification will take place automatically without the need for a button; otherwise, you must manually complete the validation by clicking the button.
With Button:
The button that is present in both the Accounts Modules must be used in this approach to verify the account details. When you click the "Bank Account Verification" button, a widget will appear where you can view the "Active," "Bank Holder Name," "Account Number," "IFSC Code", and "API Quota." Once the Account details have been verified, if you want to update the record, check the box, and click "Update"; otherwise, click "Close" to exit the widget.
Vendors Module
Without Button:
If the "Auto Verification" checkbox was enabled during installation, the verification will take place automatically without the need for a button; otherwise, you must manually complete the validation by clicking the button.
With Button:
The button that is present in both the Vendors Modules must be used in this approach to verify the account details. When you click the "Bank Account Verification" button, a widget will appear where you can view the "Active," "Bank Holder Name," "Account Number," "IFSC Code", and "API Quota." Once the Account details have been verified, 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
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