Support Services

SedonaOffice Software - Legacy (Not 6.0+) Credentials User Guide

Please follow the below steps after the Integration team completes your client token transfer:

1. Open the SedonaOffice application

2. Open the EFT Setup page under the Sedona Setup section

  • Complete the EFT form with your Forte/ACH Direct credentials

3. Generate the API Access ID and the API Secure Key from the Dex Portal (click here details on accessing credentials in Dex)

To create a new set of API credentials, complete the following steps:

  • Access the API Credentials Datagrid by clicking Developer > API Credentials.
  • Click the Create button. The Create API Credentials Screen displays.
  • Enter an easy-to-remember name for your API credentials set into the Name field.
  • Click the Create New API Key button. The Access ID and Secure Key fields display along with a Copy button so that you can easily copy the values to your code.
  • Click the Back link to return to the API Credentials Datagrid.

4. Click apply to complete set up

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