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 System Group
Set up the System Group required for the plugin to connect and communicate with your ERP.
Step 8: Grant and Activate Permissions
Follow this step to grant and activate 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 register 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
Follow these steps to start matching your bank accounts to your ERP accounts.
Step 13: Enable Bank Feeds
Learn how to activate bank feeds in the installation wizard.
Step 14: Post-onboarding Checklist (Workday)
Congratulations! You have successfully connected your Workday environment to the plugin.