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How to integrate ICICI Bank in Marg Books ?

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Process of ICICI Bank Registration in Marg Books

Process of Approval on ICICI Bank Portal

PROCESS OF ICICI BANK REGISTRATION IN MARG BOOKS

  • Firstly click on 'Settings' icon.

  • A 'Dashboard Setting' window will appear.
  • In 'Control Room' option, the user will click on 'Configure' button.

  • A 'Control Room' window will appear.
  • The user will click on 'Integrations'.

  • An 'Intergration' window will appear.
  • In 'Banking' option, the user will click on 'Manage' button in ICICI Bank.

  • Now the user needs to mention the Corporate Id and User Id. 
  • To view the Corporate Id and User Id, Login on 'ICICI Bank Portal'.

  • The user will Login on ICICI Internet Banking Portal.
  • Mention the 'User Id' or 'Password' and click on 'Proceed'.

  • Click on Personal Profile > Personal Details.

  • A 'Personal Profilewindow will appear.
  • The user can view the 'Corporate Id' and 'User Id'.

  • Now the user will mention 'Corporate Id' and 'User Id' showing on ICICI Portal.

Note: If you've manually created an ID, it is required to complete this field (Alias ID).

  • The user will mark a 'check against' the terms and conditions.
  • The users have the option to read the 'Terms & Conditions' by clicking on it.

Fig 1.1 Terms & Conditions.

  • Now, the user will click on 'Save' button.

  • A Marg Books Message will appear which states that the user needs to approve the Registration Request from the ICICI Portal.

PROCESS OF APPROVAL ON ICICI BANK PORTAL

  • Go to Connected Banking > Connected Banking Approvals.

  • An 'Aggregator Approval' window will appear.
  • The user will place check mark (as shown in below image).
  • Click on 'Approve'.

  • A 'Preview Page' window will appear.
  • The user will get the OTP on registred E-Mail or Mobile Number.
  • Enter the OTP and click on 'Confirm'.

  • 'Summary' window will appear.
  • Click on 'Done'.

Note: After approval it will take few Mintues for the final Approval from Bank Side.


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