Connecting your Ponto integration

Working with the direct banking wizard

 Setup solutions Ponto

Did you already perform the following:

1. Do you have an active ponto login /account

2. Is your integration and bank account configured in the ponto portal

3. Check if you have the Client ID and the Secret ID of the Ponto integration

4. Do you have a valid bc/idyn license and all required apps installed

 Setup solutions Cobase

Did you already perform the following:

1. Do you have a signed contract and account information available at Cobase?

2. Are the Cobase credentials for the environment available?

3. Check if the Cobase environment is ready with latest statement lines received from your bank(s)

4. Do you have a valid bc/Idyn license and all required apps installed

 Steps to perform

Select the Direct banking manager role in my account settings

1. Start the direct banking wizard

2. Enter your ‘valid’ license and click next

3. Create a jobqueue record. (Skip if you do not have the permissions)

4. Click next and enter the required credentials from Ponto or Cobase

5. If your connection becomes active click finish. You now have an active connection.

 Related articles

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 Tags

Licentie, aantal bankrekeningen, sleutel