Retrieve PAN Details Easily with Zoho Bigin - Streamline Your Business Operations

PAN Details Retrieval for Zoho Bigin

Contents

  1. Prerequisites.

  2. Key features of PAN Details Retrieval.

  3. How to install the PAN Details Retrieval extension.

  4. New fields have been added to the Contacts Module.

  5. How to validate the Retrieve PAN verification.

  6. Support.


Prerequisites

  1. You must be the Zoho Bigin's super admin.
  2. Zoho Bigin Enterprise edition or higher is required.

Key Features

  1. Easily validate and retrieve the PAN.
  2. You can validate or retrieve the PAN either automatically or manually.
  3. It eliminates fake and duplicate identities.
  4. Validate up to 600 validations per month and 20 validations for a trial version.

How to install PAN Details Retrieval 

Steps involved to install "PAN Details Retrieval":

To install the PAN Details Retrieval 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 Bigin.
2. Click All Extensions,  browse for, and click "PAN Details retrieval for Zoho Bigin."
   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:
  1. Install for admins only - The extension will only be installed in Bigin for Users with the administrator profile.
  2. Install for all users - The extension will be installed in Bigin for all users.
  3. Choose profiles - The extension will be installed in Bigin for manually chosen users. Choose this option, click Confirm, and then select the desired profiles. 
               The extension will be installed automatically for specified users.


As the extension is installed, a pop-up will appear on the right bottom of the screen

New fields have been added to the Contacts Modules

Field TypeField NameComment
Single LinePAN NumberThis field represents the PAN Number
Multi LinePAN DetailsThis field represents the full information of the respected PAN
DropdownPAN StatusThis field represents the verification status of the PAN and it shows either "Valid " or "Invalid".

PAN Number: This field represents the number on the PAN card.
PAN Status: This field represents the verification status of the PAN and it shows either "Valid " or "Invalid".
PAN Details: This field represents more details of the PAN like, "Name of the PAN holder", Father Name of the PAN holder", etc.

Fields in the Zoho Bigin that are visible after installing the extension

Button which is visible after installing the extension

How to Verify the PAN Details Retrieval

After installing the extension you will get the new fields that were added to your Contacts module, which are mentioned above.
So here, you can only verify the individual PAN card details. Here we are providing two types of validations which are done manually.

Manual Validation: 

After pressing the button you'll get a pop-up on the screen, it represents whether the given PAN details are Valid or Invalid

After using the button you'll get a pop-up on the screen above

After using the button the PAN details in Contact Module

Support

Contact number: +919868329081

support mail: support.extensions@nexivo.co

website: www.nexivo.co


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