Mambu Integration

What the App Is

Mambu is a Saas (Software as a Service) cloud banking platform. Mambu provides infrastructure for banks and financial service providers.

The Simpu integration with Mambu lets you manage your clients and their orders. You could do the following:

1. View your client’s account data (e.g. biodata, address) linked to their email or phone number.
   
2. View your client’s deposit and loan accounts and their transactions.

   ---

How it works:

When you click on a message, we pull the information tied to the sender of that message. For example, we pull your client’s data from Mambu through their email address when you click on the email you received from them.

---

How to install

To install an app, please, do the following steps:

Step 1

Sign in to Simpu.

Step 2

At the top left corner, click on the settings icon.

Step 3

A page with a left sidebar opens up.

Step 4

On the left sidebar, click on Integrations.

Step 5

On the Integrations page, click on the Mambu app.

Mambu could be found in the all apps section or installed apps sections (if you have previously installed it). You could also search for it.

Step 6

Once Mambu is clicked on, a new page opens up containing a blue ‘Install now’ button. Click on the “Install now” button.

Step 7

A modal pops open containing fields; Name, Account Name, Username, and Password.

• The Name field indicates the name given to that particular installation of the Mambu app (Simpu allows for multiple installations of the same app).

• The value entered for the Account Name field should be picked from your Mambu account’s URL domain.

• A Mambu account domain is in the form of account-name.mambu.com. The text in the ‘account-name’ area of the domain is what Simpu requires for this field.

• You could also enter your entire Mambu domain in full (e.g account-name.mambu.com).

• Username and password are your Mambu accounts username and password.

• After filling in these values, click on the connect button at the bottom right of the modal.

• You would then be directed to the connections page if your connections is successful.

---

How to Use the Mambu App

You could view your Clients’ information with our Mambu app.

To View your Client’s Information

Step 1

Go to Inbox. This could be done by clicking on the Inbox icon on the top left bar, click on any Inbox message.

Step 2

 At the extreme right, a sidebar (consisting of various installed app icons) is shown.

Step 3

Click on the Mambu icon.

Step 4

If the client that sent the message does not exist on Mambu, you would see the following message: ‘Oops! no client data’.

Step 5

If the client exists on Mambu, the client's information would be shown in a section to the left (just beside the sidebar).

• Related Articles

• Hubspot integration

  What the App is? HubSpot is a platform that helps businesses with their sales and marketing operations. It serves as a CRM platform that enables businesses to gain insights into their customers’ needs and how they can better serve their customers. ...

• Magento Integration

  What the App Is Magento is an open-source platform that helps businesses create their own online stores. You can manage your inventory and orders with ease. This creates a powerful and sophisticated shopping experience for you and your customers. The ...

• Zoom Integration

  What the App Is Zoom is a communication platform that allows teams to meet virtually. The Simpu integration with Zoom lets you create meeting links. You could do the following: Generate a zoom meeting link 2. Modify meeting options to suit your ...

• Shopify Integration

  What the App Is Shopify is a platform that helps businesses create their own online stores. You can manage your inventory and orders with ease. This creates a powerful and sophisticated shopping experience for you and your customers. The Simpu ...

• Simpu Form API Integration

  Getting Started To get started with the Simpu Form API, you'll require a Simpu account, which you can create here, or you can log in to your Simpu account if you already have one here. Create a Form Once you're logged in, navigate to the Data tab of ...