Bank import

Bank account synchronization and account import

This section allows you to synchronize and import a bank account. Automatic account synchronization This section of the software offers you the ability to automatically synchronize and import a bank account and transactions. Here is how to proceed: Go to the Finance section, Bank Import. Click on the “New Import” or “New Synchronization” button. Select the landlord and the synchronization period (30, 60, 90 days). You will be redirected to a new page where you can enter your banking credentials and connect to your account. Follow the instructions, and select the accounts to synchronize and validate. You can manage the Read more