Overview of Integration of ICICI Bank with Marg Software

Process of ICICI Registration with Marg Software

Overview of Integration of ICICI Bank with Marg Software

• Marg ERP; a leading software application provider in GST has introduced a faster and easier Payment Reconciliation in order to help simplify and ease the banking transactions.
• A seamless integration of Marg ERP & ICICI Bank will help to easily manage the bank transactions i.e. IMPS, NEFT, RTGS, Same Bank Transfer.

Process of ICICI Registration with Marg Software

• Go to Digital > Registration > Connected Banking.

An 'Admin/Supervisor Details' window will appear.

The Software will auto pick the 'Licence No/Branch/company UID'.

a. Contact Person: Mention the contact person name as per the requirement.

b. Regd E-mail: Mention the Registered E-Mail.

c. Regd Mobile: Mention the Registered Mobile.

Click on 'Authenticate'.

• An 'Authentication Required' window will appear.
• In 'Send OTP to', the user will select the option on which OTP needs to be send.
• Suppose select 'Both' and click on 'Send'.

• The user will mention the OTP which is received on E-mail or Mobile Number. 
• Click on 'Verfiy'.

• Again 'Admin/Supervisor Details' window will appear.
• Click on 'Save & Register'.

• A Marg ERP 9+ alert of 'Information updated Successfully' window will appear.
• Click on 'Ok'.

• An 'ICICI Bank Registration' window will appear.
• The user will click on 'Add'.

• In 'Selected Bank', the user will select the ICICI Bank and click on 'Okay'.

• In 'Bank A/c No.', the user will mention the Bank Account Number.

• 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.

• In 'Login Id', the user will mention the id given by the bank to user (It's optional).
• Suppose skip this detail.

• Now place check mark on 'I accept Terms and Conditions'.

• A 'Terms & Conditions' window will appear.
• After reading all Terms & Conditions scroll down and click on 'I Agree to Terms & Conditions'.

• Clcik on 'Save & Register'.

• A Marg ERP 9+ alert of 'ICICI details saved successfully!' will appear.
• Click on 'Ok'.

• Again Marg ERP 9+ alert will appear which states that user needs to approve the Registration request form the ICICI Bank Portal.
• Click on 'Ok'.

• 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'.

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

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