Xero
Cin7 Core
Real Estate
EquifaxConfiguration
Field mapping, quotes, purchase orders, payment terms, branding, tax and multi-currency.
2 articles, in the order they're best read
- 1What You'll ConfigureThe setup shape for Equifax, ahead of release.
- 2Audit Trail and ComplianceA timestamped record of every credit check, on the record it relates to.
Still need help?
Start with the basicsThe whole setup path: install, connect, permissions, sync settings and your first sync.Getting StartedCheck your configurationMost issues trace back to a setting — the configuration guides walk through each one.ConfigurationSubmit a caseOur team replies by email. Include your Salesforce Org ID to speed it up.Open the case form