Add a Bank
Add a new bank in COMMITLY: connect an account, choose the connection type (PSD2 or EBICS) and assign a company.
6 articles
- Important notes
- Connect to a bank and add an account
- Selecting the connection typeConnection types in COMMITLY: PSD2/FinTS or EBICS - differences, security and how they work.
- Select the synchronization start dateChoose the synchronization start - import transactions from the selected date.
- Example - connection process with the test bankDemo credentials for the test bank
- Using a shared bank access for multiple companiesUse a shared bank access: connect and assign accounts of multiple companies in COMMITLY.