Integration Mapping: Backup and Restore Settings

‍Enhancement Date: November 1, 2024

We’ve introduced the ability to back up and restore Integration Mapping, Bill Settings/Notifications, and Payment Settings/Notifications, making workflows more secure and efficient.

• Snapshot Settings: Safely take a snapshot of your configuration settings at different points in time for future restoration.
• Simplified Multi-Entity Setup: CPA partners managing similar workflows (e.g., restaurants, HVAC businesses) can now configure one entity and restore those settings to others.
  • Accounting codes will need to be re-selected, but all filters will pre-populate for faster setup.
• Use Case: Perfect for managing complex configurations or quickly onboarding new companies.

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