By connecting Ponto to Cirrus Shield, you benefit from a banking transaction solution that allows you to link your sales and purchase invoices to your banking transactions.
1- Sign up for Ponto
The Cirrus Shield Connector for Banking Transactions requires the ‘client ID’ and ‘client secret’ from Ponto. You need to create a Ponto account before proceeding.
Once your Ponto account is created, you will need to retrieve the ‘client ID’ and ‘client secret’ to configure the Cirrus Shield connector.
To retrieve the ‘client ID’ and ‘client secret,’ click on Integrations -> the corresponding organization -> credentials, and you can copy the ‘client ID’ and ‘client secret.’ (See screenshot below).
2- Connect to Cirrus Shield CRM and configure the Banking Transaction connector.
- Access the configuration menu by clicking on your name at the top right.
- Then click on ‘Extensions’ (on the left) -> New -> Extension SyncBankStatements > Install.
- Afterward, click on ‘Details’.
Insert the login information for your Cirrus Shield account, as well as the ‘Client ID’ and ‘Client Secret’ (obtained earlier) into the corresponding fields.
