Login to the Dash Portal and click on Add New Customer
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You will need to choose the Customer Type, this will be determined by what is in Salesforce Opportunity for "Referral Partner" - if nothing, client will be Direct - Client
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Top Client is always Pathward
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Add the Client information by using the information that is in their Salesforce Opportunity, and add the Client ID that you've created from FIS XNET
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