Installation
Step 2: Register & Login
Learn how to secure your accounts with alternative Multi-Factor Authentication (MFA) methods like SMS, authenticator apps, or email.
Step 3: Select Install
Welcome to the plugin installation wizard! Start by selecting your ERP.
Step 5: Permissions
Establish a connection between your bank and ERP by agreeing and granting access to each account.
Step 6: Create System User
Set up the System User required for the plugin to connect and communicate with your ERP.
Step 7: Create Security Group
Set up the System Group required for the plugin to connect and communicate with your ERP.
Step 8: Grant and Activate Permissions (Workday)
Follow this step to grant and active the permissions required to install the plugin
Step 9: Register API Client for Integrations
To establish a secure and functional connection between the plugin and your ERP, follow this guide to rester an API client.
Step 10: Validate Credentials
Validate credentials to ensure a stable connection between the plugin and your ERP.
Step 11: Connection Status
Let the installation wizard work its magic and run the connection between your ERP and bank.
Step 12: Account Matching
Match your ERP Accounts with the corresponding Bank Accounts by dragging an ERP Account from the left and dropping it onto the desired Bank Account. Once you've successfully matched your accounts, click Next Step .
Step 13: Enable Bank Feeds
Learn how to activate bank feeds in the installation wizard.