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Configure a lockbox file format

Learn how to configure a lockbox file format with multiple settings and options 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.

  1. Configure the basic settings of a bank file format.
  2. Map lockbox file headers to Zuora payment fields.
  3. Optional: Configure additional payment fields.
  4. Configure payment options.
  5. Configure additional app settings.