nCino Setup
The steps on this page help you set up your nCino environment to use the Mambu-nCino Loan connector. This involves configuring products, fees, branches, and installing connector files.
Products configuration
- Open your nCino environment and start configuring your products, mirroring the settings of those created in Mambu.
- In the
lookupKey
field of the nCino product insert theencodedKey
of the related Mambu product.
Fees configuration
- Open the Fee management page in nCino and create the fees for your loan products. Keep in mind that the same fees should have already been configured in Mambu.
- Assign the fees by product by accessing the Manage Assignments page in nCino. Choose the Assign by Product option in the dropdown list. Take note of the
fee id
from nCino as it will be part of theFee Name
in Mambu. If the fees were already created in Mambu edit the name of the fee to contain thefee id
. Once done, save the products.
Branches configuration
As specified in Mambu setup, branches need to be manually configured in both Mambu and nCino. They are linked through the lookupkey
, which takes the value of the branch encodedKey
from Mambu.
To map branches between Mambu and nCino, follow the below steps:
- Create a branch in nCino and paste the branch
encodedKey
from Mambu in thelookupKey
field of the branch. - Fill in all the other fields with the desired data.
Note:
The branch association is needed when a relationship (group or individual) is created or updated in Mambu.
Installation and configuration
- Open your nCino environment.
1.1. Create a new connected app by accessing Salesforce. See Creating a Connected App for specific steps to create a connected app for the type of authentication you need. In Lightning Experience, use the App Manager to create connected apps. From Setup, type App in the Quick Find box, then select App Manager. Click New Connected App. In Salesforce Classic, go to Setup, typeApps
in the Quick Find box, then select Apps (under Build | Create). Under Connected Apps, click New.
1.2. Enter the name of your app. The connected app name must be unique for the connected apps in your organization.
1.3. Enter the contact email, as well as any other relevant information for your app.
1.4. Select Enable OAuth Settings.
1.5. Enter the callback URL created during OAuth setup described in the Prerequisites section.
1.6. Add all supported oAuth scopes to Selected OAuth Scopes. These scopes refer to permissions granted to the user running the connected app.
1.7. Click Save and keep theConsumer Key
andConsumer Secret
at hand.1.8 Open the login URL saved at step 2.4 of the nCino oAuth prerequisites section and add the Salesforce instance URL, the consumer Key, and the callback URL. Click Login.
Please Note
The callback URL created during nCino oAuth prerequisites will open with a code
. Note this down, it will be required during Mambu Process Orchestrator (MPO) setup.
In nCino go to Setup, type
Named Credentials
in the Quick Find box, then select the Named Credentials menu item.Select
Automated_Booking
and edit it by pasting your MPO environment URL.

- Open nCino administration>Quick links>Plugin configuration and click Configure.

Go to
nCino Mambu (global)- Autobook
plugin and click the Properties button.Fill in the required fields with the parameters obtained by opening the connector in MPO and accessing the Start node, steps 4 from installation and configuration in MPO setup:
ApiKey
,Secret Key
,MPO process ID
, andMPO company Id
.
Please Note
The MPO company ID
is the last value in the MPO environment endpoint.
