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Account Setup and Integrations in Nexi

Support Team
Updated

The Account Settings and Integrations area in Nexi allows you to manage your personal profile, account security, billing, imports, and system integrations. This section is accessed from your user menu and provides all administrative and configuration options in one place.

 

Table of Contents

Accessing Account Settings

To access your account settings:

  1. Click your User menu in the top-left corner
  2. Select from the available options:
    • Profile
    • Account
    • Billing
    • Import Logs
    • Settings

ASI KB Start Menu.png

Profile

The Profile section allows you to manage your personal information and communication settings.

You can:

  • Update your name, company, title, and phone number
  • Manage email integrations
  • Access quick links to account-related settings
ASI KB Profile Menu.png

Account & Security

The Account section focuses on login credentials and security.

You can:

  • Update your login email
  • Change your password
  • View session details
  • Access admin tools (Users, Roles, Domains, Billing)
ASI KB Account Menu.png

Billing

The Billing section provides subscription and payment details.

You can:

  • View your plan and status
  • See next billing date
  • Update payment methods
  • Manage your subscription
  • Review invoices
ASI KB Billing Menu.png

Import Logs

The Import Logs section tracks your data imports.

You can:

  • View recent imports
  • Monitor added, updated, and failed records
  • Check import progress and file details
ASI KB Import Logs Menu.png
 

Settings Overview

The Settings area is the central hub for configuring how Nexi functions across your account. It is organized into tabs, each focused on a specific area of system setup, integrations, or automation.

Within Settings, you can control both core system behavior and external connections, making it the primary place for administrative configuration.

Key Areas Within Settings

  • General
    Configure foundational settings such as timezone, data matching rules, and system behavior.
  • Email Integrations
    Connect email accounts (Gmail or Outlook) to enable sending, tracking, and syncing communications.
  • Call Integrations
    Set up calling providers like RingCentral or Twilio for voice functionality within Nexi.
  • API
    Generate and manage API keys to connect Nexi with external systems or custom integrations.
  • Webhooks
    Allow external applications to send data into Nexi automatically using secure webhook endpoints.
  • Holidays
    Define non-working days to prevent automations or campaigns from triggering on specific dates.
  • Imports
    Manage large-scale data imports, including uploading files and reviewing import history.
  • eSigning
    Connect document signing providers to manage agreements and signatures within Nexi.

How to Use Settings Effectively

  • Review each tab during initial setup to ensure your account is properly configured
  • Set up integrations (email, calling, eSigning) early to enable full functionality
  • Use API and Webhooks for advanced integrations or automation workflows
  • Keep settings updated as your processes evolve

The Settings area acts as the foundation for how Nexi operates, so properly configuring these options ensures smoother workflows, better data management, and more effective integrations across your system.

General Settings

Configure core system settings:

  • Set account timezone
  • Define Company External Key for imports
  • Enable bot filtering
ASI KB Settings General Menu.png

Email Integrations

The Email Integrations tab allows you to connect your email account for sending and syncing communications.

ASI KB Settings Email Integrations Menu.png

How to Connect Email

  1. Navigate to Settings → Email Integrations
  2. Click Add Gmail Integration or Add Outlook Integration
  3. Follow the authentication prompts to sign in and grant access
  4. (Optional) Click Sync All to sync existing emails

Once connected, your email can be used for sending messages and tracking communication within Nexi.

Call Integrations

The Call Integrations tab allows you to connect a calling provider for voice functionality.

ASI KB Settings Call Integrations Menu.png

How to Set Up Call Integration

  1. Go to Settings → Call Integrations
  2. Choose your provider:
    • RingCentral (quick connect option)
    • Twilio (manual credential setup)
  3. For RingCentral:
    • Click Connect RingCentral
    • Sign in and authorize access
  4. For Twilio:
    • Enter your credentials:
      • Account SID
      • API Key SID
      • API Key Secret
      • (Optional) Voice Application SID
    • Click Save credentials

Once connected, you can begin using calling features directly within Nexi.

API Settings

The API tab allows you to integrate Nexi with external systems.

You can:

  • Generate a secure API key
  • Access API documentation
  • Manage active keys
ASI KB Settings API Menu.png

Note: Keep your API key secure and do not share it publicly.

Webhooks

Webhooks allow external systems to send data into Nexi.

You can:

  • Create a new webhook
  • Receive data from external applications
  • Use secure webhook URLs (no API headers required)
ASI KB Settings Webhook Menu.png

Holidays

The Holidays tab is used to manage non-working days for automation.

You can:

  • Add holidays manually
  • Import holidays by country
  • Prevent campaigns or automations from triggering on specific dates
ASI KB Settings Account Holidays Menu.png

eSigning Integrations

The eSigning tab allows you to connect a document signing provider for sending and managing signed documents.

ASI KB Settings eSign Menu.png

How to Set Up eSigning

  1. Navigate to Settings → eSigning
  2. Click Add eSigning Provider
  3. Select your provider (e.g., PreciseFP)
  4. Follow the prompts to authenticate and connect your account

Once connected, you can send documents for signature and manage eSigning workflows directly within Nexi.

Imports Settings

Manage large-scale data imports:

  • Upload legacy exports
  • Start new imports
  • View import history
ASI KB Settings Imports Menu.png

You're All Set

The Account Settings and Integrations area in Nexi provides a centralized place to manage your user profile, account security, billing, imports, and system integrations. Each section is designed to give you control over how your account functions and connects with external tools.

Whether you are updating personal details, configuring integrations like email or calling, generating API access, or managing automation settings such as holidays, these tools work together to support your day-to-day operations.

By becoming familiar with these settings, you can ensure your account is properly configured, secure, and aligned with your business workflows.

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