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Integration - Manager View


Adding NACH form

Step 1: Login with your credentials in web.

Step 2: Click on the 'lead' icon (funnel) image.png, from the left side menu bar.

Step 3: Select the lead profile from the listing page where the mandate (NACH) must be initiated.

Step 4: Now click on 'add' button, from the lead profile and select 'add forms'.


Step 5: Enter the 'NACH form' name in the search bar and select the form.


Step 6: From the right side you will see the NACH form, click on the save button.

Initiating NACH mandate

Follow the below mentioned steps only after adding NACH mandate form in a lead profile.

Step 1: Click on 'forms' tab from the lead profile, menu bar.


Step 2: Search for the NACH form.

Step 3: Click on the green 'NACH' button below the respective form image.png.


Step 4: Once the 'NACH' button is clicked a center pop up modal comes with all the details filled. Now click on 'Generate NACH' button.


Note: If the details aren't filled in the mapped fields you cannot generate natch.


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