Getting technical

Ready to get your hands in the engine? This part details the configuration of your integrations, and guides you around potential roadblocks!

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16 articles in this collection
Written by Jean-Malo, Samantha Semuhin, Nolwenn Launay and 1 other

Bespoke communication

How to import my email replies automatically in Upflow?

How to set-up the automatic import of your emails in Upflow

Written by Samantha Semuhin
Updated over a week ago

How does the email replies import work in Upflow?

Discover why and how you can import your clients' replies in Upflow.

Written by Jean-Malo
Updated over a week ago

How to send reminders from my own email address?

Discover the different solutions to send reminders from your own email address.

Written by Samantha Semuhin
Updated over a week ago

How do I send reminders directly from my email address?

Option 1: Configure your DNS

Written by Samantha Semuhin
Updated over a week ago

Option 2: How do I send reminders from my own email address?

Setting up your own domain if you already use Mailgun

Written by Samantha Semuhin
Updated over a week ago

Option 3: How to set up a custom SMTP server

Option 3: Why and how to set up a custom SMTP server?

Written by Jean-Malo
Updated over a week ago

How to track customer payment reminders with Front?

This article describes how to keep track of Upflow's chasing emails within Front.

Written by Jean-Malo
Updated over a week ago

How to enable my Salesforce integration?

Configure your Salesforce integration to automatically update your contacts and assign your account managers in Upflow.

Written by Dacha Kortes
Updated over a week ago

Payment methods

How to set up a Stripe account?

Looking to set up a Stripe account to be able to let your customers pay by credit credit via Upflow?

Written by Jean-Malo
Updated over a week ago

How to connect my Stripe Account to Upflow?

A quick guide to help you set up your Stripe integration

Written by Samantha Semuhin
Updated over a week ago

How to activate your ACH Debit with Stripe

Find out how to allow your customers to pay via ACH debit on Upflow

Written by Samantha Semuhin
Updated over a week ago

How to set up your GoCardless mandate within Upflow?

Allow your customer to set up their GoCardless mandate from your Upflow Customer Portal

Written by Jean-Malo
Updated over a week ago

How to enable one-time direct debit (SEPA) as a payment method

Reduce your DSO and improve your collection process by allowing your customers to pay by one-time debit (SEPA)!

Written by Nolwenn Launay
Updated over a week ago

How do I add my bank account details into each customer portal?

Written by Jean-Malo
Updated over a week ago

Security

SSO authentication

Add an extra level of security by setting an SSO authentication, and offer your team an easier and safer login option.

Written by Dacha Kortes
Updated over a week ago

How to enforce Sign in with Google?

Improve security by enabling our Google SSO feature for all users on your Upflow platform!

Written by Nolwenn Launay
Updated over a week ago