Rebate Sync for Vantage IB

Sends your Vantage IB rebates, client funding and summary to your CRM on Update. Uses your own login; no passwords stored.

Rebate Sync for Vantage IB sends your monthly rebate report from the Vantage IB portal to your CRM, so you no longer download and upload reports by hand. HOW IT WORKS 1. Add the extension and connect it from your CRM. It pairs automatically. 2. Sign in to the Vantage IB portal as you normally do. 3. Press "Update my rebate data". The extension reads your rebate report for the last months and sends it to your CRM, month by month, with live progress. 4. When you want fresh numbers, sign in and press Update again. YOUR PRIVACY - It uses your own Vantage session. Your Vantage password and session are never stored and never sent to the CRM. - It sends only your rebate report data (client names and account numbers shown in your report, rebate amounts, lots and daily totals) to the CRM address you connected it to. - It works only on the Vantage IB portal and on your CRM's domain. It does nothing else and reads nothing else. - No analytics, no ads, no third parties. REQUIREMENTS Chrome on a computer and an account on the supporting CRM.