Configurable Lockbox configuration overview
Learn how to configure a lockbox file format in Configurable Lockbox.
Complete these steps to configure a lockbox file format. Each step is elaborated in the following sections. You can have multiple lockbox file formats in one instance of Configurable Lockbox.
- Verify and update the OAuth credentials.
- Configure the basic settings of the bank file format.
- Map the lockbox file headers to Zuora payment fields.
- Optional: Configure additional payment fields.
- Configure payment options.
- Configure additional app settings.