How to Integrate Enfin

Follow the steps below to integrate Enfin financing for your proposals. 

Step 1: From the main menu, open the “Manage Integrations” dropdown and click “Integrations”.

Step 2: Click the "Financing Partners” tab on the left-hand side. 

Step 3: Locate the Enfin financing card and click “Connect”. 

Step 4: Enter the Organization Name and click “Connect”.

Step 5: A "Connected" symbol on the Enfin integration card will confirm the integration. Click “Disconnect” to disconnect Enfin financing. Click “Reconnect” to reconnect Enfin financing. 

Mapping Enfin Users

After integrating Enfin, you have to map Enfin users to your account before you can finance proposals with Enfin. Follow the steps below to map users.

Step 1: From the main menu, open the “Manage Integrations” dropdown, click “Integrated Users” and select “Enfin Users”.

Step 2: Click “Sync All”.

Step 3: Locate your Enfin user and click the “Map” button.

Step 4: Select the correct SubcontractorHub user, then click “Update”. Once mapped, the user will be able to finance proposals with Enfin.