Setup wizard ponto

After a new Direct Banking installation the quickest way to get started is by running the Direct Banking Setup Wizard. You can start the wizard in the Ribbon of the Direct Banking Manger Role Centre. When using the Accountant Role centre start the “Setup & Exntensions” section and click Direct Banking Setup Wizard.

Enter your license key in the License Key field. Hit tab and check if the key you entered is valid.

Click Next.

Click Next.
In this step you must insert your client ID and secret ID. For each created integration in the Ponto portal you will be prompted with the client and secret. (See chapter Bank accounts in Ponto)

Click Next.

Select Yes, to create a job queue entry to synchronize my accounts and import my transactions. The job queue BCB Scheduled Import runs only on the weekdays one time a day. (See Job Queue Entry).

Click Finish