How to connect with customers who already have a Billtobox account?

Go to the Clients menu

Import your customers

Click on the icon highlighted in the picture below:
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A confirmation message informs you that the company exists on the platform. If the name of the company matches your customer's company, confirm by clicking Yes.
​Note: the status updates to Connecting mean your customer has not yet accepted the connection. They can accept it as shown in step 5.
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Your customer(s) will receive a task in their own account, informing them that you're trying to connect with them. Your customer(s) must approve the connection with you.
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Once the connection is approved by your customer, the status will be updated to Activated.
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