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Linking Confido Customers to your ERP Customers

To ensure we are correctly mapping your ERP customers to our Confido customers you'll need to link them in our system. To do so follow these steps:

  1. Click Settings on the left hand nav 
  2. Click GL Accounting Customization 
  3. Scroll to Manage Vendors and Customers 
    1. Listed here is a list of the top Confido vendors 
    2. Find the vendor you need to map and click the Pencil on the right hand side
    3. Select the Customer/Vendor name in your GL
    4. Click Save
  4. If the vendor is not on this list select Add Contact and input the contact details