Eftsure Verifications Integration
"Record Matching" Workflow for the Eftsure Integration
This article is for Felix Enterprise users and outlines how the “Record Matching” workflow helps prevent duplicate supplier records in Eftsure by checking for existing matches before creating new ones. It includes guidance on how matching works, how to review detected records, and how to approve, decline, or create new Eftsure records based on the results.
1 View•18 Mar 2026•Knowledge Article
About the Eftsure Verifications Integration
An introduction to the Felix-Eftsure Integration
1 View•22 Aug 2025•Knowledge Article
How to connect Eftsure and Felix
A guide for Enterprise users, on how to set up the Felix-Eftsure Integration.
1 View•22 Aug 2025•Knowledge Article
Managing, disabling and removing an Eftsure connection
A guide for Enterprise Users on managing Eftsure connections.
1 View•22 Aug 2025•Knowledge Article
Providing payment details that Eftsure will validate
This guide will assist Vendors in understanding what providing payment details through Felix may mean for them when an Organisation uses Eftsure to validate payment details.
1 View•22 Aug 2025•Knowledge Article
Using Eftsure Entities in Felix Payment Details Workflows
This article is for Felix Enterprise users and explains how to enable and use Eftsure Entities, assign entities to vendor payment details, understand the workflow differences with Record Matching, and ensure payment details are correctly sent to Eftsure for verification.
1 View•5 Mar 2026•Knowledge Article
Using Eftsure entities in Felix payment details workflows
A guide for Enterprise Users on using Eftsure entities within Felix.
1 View•22 Aug 2025•Knowledge Article
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