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Import bank transactions

After installing the plugin, go to Customers → Payments Bank Transactions in the backend and click Import new transactions to load all bank transactions from your finleap connect account into the plugin.

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Please note that the transactions must first be synchronized with your finleap connect account. This happens automatically if you have saved your PIN permanently; otherwise, you'll need to log in to finleap connect again. This will reopen the finleap connect login window in your browser. After logging in, all linked accounts will be displayed. Then click START.

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Once the transaction import is complete, click NEXT or wait a few seconds until you're redirected back to your backend.

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There you'll then see an overview of how many transactions per account were imported and matched.

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