How to activate a bank integration

As an admin on Expensya, you can activate a bank integration from the website to import your bank card statement.

For that :

Go to the 'Administration' tab, 'Integrations' submenu,

Click on the 'Add integration',

Select 'Banking', pick your bank, and 'activate' .

Make sure the format you are importing matches Expensya's template!

To deactivate a bank integration:

Select the bank integration you want to deactivate,

Click on the "Delete" button.

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