Salesforce — eConfirmations Overview and Setup — Classic

What are eConfirmations?

eConfirmations allow your Sertifi portal to receive virtual credit card authorizations from travel agencies and third-party booking platforms (such as Conferma, Onyx, or similar providers). When a travel company sends a booking authorization, it arrives directly in your Sertifi portal rather than by fax or email.

Who can set this up

Super Admins only.

How to enable eConfirmations

1. Log in to your Sertifi Classic portal.
2. Go to Administration > Account Settings > Integrations > eConfirmations.
3. Add the email addresses of team members who should receive alerts when a new eConfirmation arrives.
4. Enable the external providers you want to accept authorizations from.
5. Click Save Changes.

How to view received eConfirmations

1. From the Sertifi dashboard, go to Home > View All Files.
2. Look for files flagged as eConfirmations — they will show the travel company as the sender.
3. Click into the file to view the virtual card details.

Not receiving eConfirmations from a specific provider?

• Confirm the provider is enabled under Administration > Account Settings > Integrations > eConfirmations > Enable External Providers.
• Confirm your property is registered with that provider. Sertifi cannot add your property to a travel company's network — contact the provider directly.
• If a provider is sending to the wrong property or you are receiving authorizations not meant for you, contact Sertifi Support.

Still need help?

Contact Sertifi Support at [e-mail] with your portal name and the provider name.