What You'll See
The contact field will display a NEW badge. This is your cue to review and confirm the contact before moving forward.
What to Do
You have three options when you see the NEW badge:
Accept the new contact
If the name looks correct, accept it. Tofie will create the new contact and you can proceed with the extraction.
Edit the contact name
If the name needs a correction, click to edit it before confirming.
Select an existing contact
If this contact already exists in your list under a different name or spelling, select it from the dropdown instead. The NEW badge will clear once an existing contact is chosen
Once you've chosen an option, click Save to apply your changes. If you click Discard, no changes will be made and the contact will not be created.
Before You Publish or Verify
If you try to publish or verify with a contact still flagged, here's what to expect:
Integrated entities — clicking Publish or Sync will return an error asking you to confirm the contact first. You'll need to go back and confirm, edit, or select an existing contact before you can proceed.
⚠️ Note: For read-only integrations (such as Zoho Books and Sage), new contacts can only be created directly in your accounting software. Once added, click Sync in Tofu to pull in the new contact, then select it from the dropdown to proceed.
Non-integrated entities — a prompt will appear letting you know there is a new contact that hasn't been accepted yet. You can click Review to go back and check it, or Continue to accept it and save the extraction as-is.
💡 Tip: Take a moment to double-check the suggested name before confirming — especially on bank statements, where payee names can sometimes vary slightly across transactions.