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How to integrate ICICI Bank in Marg Books ?
Overview of Integration of ICICI Bank with Marg Books Software
Process of ICICI Bank Registration in Marg Books
Overview of Integration of ICICI Bank with Marg Books Software
- MargBooks, a leading software application provider in GST, has introduced a faster and easier Payment Reconciliation feature to simplify and ease banking transactions.
- A seamless integration of MargBooks with ICICI Bank will help easily manage bank transactions such as IMPS, NEFT, RTGS, and Same Bank Transfers.
Process of ICICI Bank Registration in Marg Books
- Firstly click on 'Settings' icon.
- In 'Control Room' option, the user will click on 'Configure' button.
- The user will click on 'Integrations'.
- 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 Profile' window 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.
Note: Please contact the bank or branch RM/BM for further approval process.
After contacting the branch and receiving approval, the user can check the status of the approval in MargBooks.
