How to integrate Enfin?

Follow the steps below to integrate LightReach finance for your proposals. 

Step 1: Click the “Integrations” tab on the left side.

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

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

Step 4: Input the Base URL, Client ID, Client Secret Username, Password and organization name.. Then click on “Connect”. 

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

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, go to the “Enfin Users” tab.

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.