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How to Set-Up Retailer/Distributors via Email Integration

For retailers/distributors who provide checks and backup via email, complete the following integration to ensure the data flows through Confido. 

  1. Note: ERP must be connected in Confido before proceeding
  2. Select Settings on the left hand nav
  3. Select Integrations 
  4. Click Software in the top right corner
  5. Click Email 
  6. Click Add or Update Email Integration 
  7. Login to the account you want to add
  8. Once the email account has been integrated, checks for the following customers will start flowing into Confido automatically
Retailers Distributors
  • Aldi
  • Trader Joe's
  • Thrive Market
  • Ulta
  • UNFI
  • Davidson Specialty Foods
  • Vistar

For other customers who send checks as PDF attachments via email, follow this guide