3rd Party Integrations

3rd Party Integrations



Third Party Vendor Navigation Bar

The Third Party Vendor/Verification Companies Tool Bar is located in the Header section of the Customer Profile. It pulls new Verification Reports, or allows you to view an existing Verification Report associated with a particular vendor.

 


 

The verification companies have been predefined and setup in your Corporate Settings.

  • You will see all available vendors in the black bar, and their names will be highlighted in blue.
  • When you click on one of the highlighted vendors, their name will turn white instead of black.
  • Click on the down arrow to display and select the report type you wish to run or view.
  • Click the "Show" Button to run or view the selected report. (If a report for any of the listed vendors has been run in the past, you will see a number in parentheses next the vendor name. for example. (10). If no number is present, that means no reports have been run for that customer by that selected vendor.)
  • Click the "Show XML" Button to view the XML Code for other purposes.