Account Setup
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      2. Account Setup

      How to turn on your Netfile Integration in the New Dashboard

      • Click on Account Settings
      • Click on Integrations:
      • Click on + New Connection
      • Click on Netfile:
      • Enter your Netfile Account Reference
      • (Optional Step: If you want the donors to go directly to deposited before you review them you can enter your Netfile Account ID. This is a seldom used setting).
      • Click Add
      • Once you have done this step on eFundraising Connections you must then email support@netfile.com and let them know you have turned this integration on. If you do not complete this final step the data will not be able to go into the Netfile account.