WORKFLOW GUIDE

Imports and connections

Distinguish file import from a continuous connection to an external service. PSD2 Open Banking is planned.

Essential steps

  1. 01

    Identify the source system and records to transfer.

  2. 02

    Check accepted formats and options available in your plan.

  3. 03

    Test a representative workflow and verify the result.

Check before moving on

Work in the correct company and period. Review source documents, amounts and access permissions before posting or submitting.

Settings and integrations