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 :

  1. Go to the Administration tab, Integrations submenu,
  2. Click on the Add integration

  1. Select Banking, pick your bank, and Activate

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

To deactivate a bank integration:
  1. Select the bank integration you want to deactivate,
  2. Click on the Delete button.


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