Common Scenarios and Solutions

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Common Scenarios and Solutions

Table of Content

Table of Content

Getting the Most Out of the App

Best Practices

  1. Start with a test payment to verify all settings

  2. Review the first few automated invoices carefully

  3. Keep track of any manual adjustments needed

  4. Document your configuration choices

Troubleshooting

Common issues and solutions:

  1. Connection Problems:

  • Verify Login/API credentials

  • Check account permissions

  • Ensure stable internet connection

  1. Sync Issues:

  • Verify matching fields are correctly mapped

  • Check for duplicate entries

  • Review error logs

Support Resources

Need help? Contact our support team:

Next Steps

After completing the setup:

  1. Run a test transaction

  2. Monitor the first few payments

  3. Train your team on the new workflow

  4. Schedule a review after the first month

Remember, you can adjust these settings at any time as your business needs evolve.

Got unique integration needs?

Our custom team can build tailored integrations, specialized data mappings, and workflow automations to perfectly match your specific business processes.

Need help?

Our support team is ready to assist. Reach us through the following channels:

support@cloudify.biz

Schedule a call