Quick Start

Setup

Overview

Configure your admin settings, add customers, and integrate financial data into your CRM system using Vixo Link.

Admin Settings Configuration

General Settings

In this section, you will learn how to set up general settings in Vixo Link.

First, log in to your Vixo Link account and navigate to the Settings page. You can find it by clicking the gear icon in the top-right corner. Once you're on the Settings page, you'll see several sections, including General Settings, Notifications, User Preferences, and Password Reset.

To upload your company logo, look for the Company Logo field in the General Settings section. Click the upload button and choose the logo file from your computer.

Next, enter your company name in the Company Name field. This name will be displayed throughout the Vixo Link platform.

In the URL field, enter your company's website address. This URL will be used for customer invitations and other communications.

Fill in your company address in the Address field. This information is required for billing and compliance purposes.

For invitation whitelisting, navigate to the Invitation Whitelisting section. Here, you can specify the allowed SMS and email domains for sending customer invitations. Enter the domains in the provided fields and save your changes.

After completing these steps, your general settings will be configured. Your company logo, name, URL, address, and white-listed domains will now be set up in Vixo Link.

Double-Check Company Details

Make sure your company details and invitation whitelisting settings are entered correctly. This helps ensure smooth operations and clear communication with your customers.

User Administration

To manage users, navigate to the Settings page. Under the User Administration section, you can add new users, update company information, and configure various payment and funding settings.

To add company information, then click on Company Info. You can upload a company logo, enter the company name, URL, and address, and set up invitation whitelisting for SMS/Email.

Configuring payment analytics, funding requests, and ACH works can be done in the Settings under User Administration. Select the appropriate options to adjust the settings based on your company's needs.

Customer Management

To add a new customer in the Vixo Link dashboard within your CRM, click the Add Customer button located in the top left corner of the landing dashboard.

To learn more about adding customers in your Vixo Link CRM integration, view our create customer guide.

Customer Details Management

To manage detailed customer information on Vixo Link, you first need to log in and select the customer from the vertical navigation panel on the left side of the dashboard.

Once you have selected a customer, the middle section of the screen will display their detailed information. This includes their name, email, creation date, phone number, and address. Ensure all the information is correct and up-to-date.

If you need to update any customer details, click the three dots next to your customer's name and select Edit Customer. This will trigger a modal where you can update first name, last name, email, phone, and banking link itnegration.

You can learn more about the customer onboarding process in vixo via our create customer guide.

Fetching Bank Transactions

After the customer completes the form in the customer portal, follow these steps to fetch bank transactions and analytics.

Select the customer and click on the Banking tab. There are three key components in this display.

On the left you will see a list a set of cards representing the different bank accounts that the customer has connected.

To the right you will see a component representing the customer's personal details, and to the right of that there lives banking information related to the bank you have selected.

On the rightmost container, you have various options summarized below:

Option

Description

Refresh

Updates all balance, income, and transactions data. Note: to update income and expense tabs, go to the account tab and use the blue button.

Disconnect

Disconnects and removes the customer's bank account and all its associated data from your CRM.

Account Owner

Equivalent to the Refresh button.

ACH Details

Retrieves account and routing numbers in case of change.

Paste 90 days

Gets all transactions in the last 90 days.

Long History

Gathers the longest transactions history available from the bank beyond 90 days.

Refresh Page to See Data

If you don't see any data in the transaction, income, expense, or balance tabs after fetching transactions, try refreshing the page.

View our fetch bank statements guide to familiarize yourself with all relevant features in Vixolink.

Frequently Asked Questions

  • To reset admin settings, go to the Settings page. Navigate to General Settings and adjust the settings as needed. You can find sections for General, Notifications, User Preferences, and more.

  • To resend a customer invite, select the customer from the left navigation panel. Then, click the Resend Invite button located in the right section of the Customer Overview screen.

  • If you encounter an error while fetching transactions, first check your internet connection. If the issue persists, contact Vixo Link support for further assistance.

  • To update company information, go to the Admin Settings page. Under User Administration, click on Company Info. Here, you can update your company name, address, URL, and upload a new logo.