How do I enable the Sunlight Financial integration?

To enable Sunlight Financial in your JobNimbus account:

  1. Click on your profile icon or initials in the top right corner
  2. Select Settings from the drop-down menu
  3. Under the Settings menu on the left, open the Financing tab 
  4. Click the Configure Sunlight Financial button

    Sunlight Financial - Financing - Configure

  5. This will take you to a page to enter your Sunlight Financial login username and password. Once you've added the credentials, hit Update

    Sunlight Financial - Financing - Credentials

  6. Once you've successfully signed in, you can start requesting finance options for your clients

If you do not already have your Sunlight Financial credentials or have forgotten them, click on "Get your Sunlight Financial credentials". This will direct you to Sunlight Financial's website where you can either sign up for a new account or retrieve your existing username and password.