Getting started with eConfirmations
eConfirmations are enabled for your Sertifi Portal after your portal's Super Admin contacts your Sertifi Customer Success Manager. Your Customer Success Manager will enable this integration, and then the Super Admin can make further configurations to the integration, like selecting the partners you want to accept eConfirmations from, and admin+ roles that should be notified when new records are added.
Only Super Admins can set up email notifications and elect which partners to enable. As a best practice, Sertifi recommends enabling both email notifications and selecting all providers.
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Try it out
Watch a quick video overview of eConfirmations
Get Started
To get started with eConfirmations:
- Enable the integration in your portal.
- Contact your Sertifi Customer Success Manager to turn this feature on for you. Then configure the eConfirmations integration.
- Enable the providers you want to receive eConfirmations from.
- If your preferred provider isn't on the list, refer them to our eConfirmations API documentation to connect to your portal.
- Provide your property ID once you enable eConfirmations.
- If you work closely with a travel partner or virtual card provider, give them your property ID (which can be found on the eConfirmations integration page in your Portal), so they can directly connect to your portal with the proper details.
- Check your eConfirmations Report or set up your admins with a notification email.
- From this report, you can see details within 24 hours of enabling your chosen travel partner or virtual card providers.
