The general bank connection creates a PSD2-based (GoCardless) connection with your bank, so the transactions of your bank account become available in Logzi.
Go to the Main menu / Integrations / Extensions / Install new extension menu item. Among the cards, find the General bank connection card and click its Install button.
On the page that opens, under the Actions tab you see three basic fields: the API name field is prefilled (in the form “… integráció”), the General bank connection type is selected in the Type field, and the Active field is set to Yes. You can rewrite the API name, for example if you install several extensions of the same integration.
On the Settings tab, find your bank in the Choose your financial institution list and click the Connect button under its name. The system redirects you to the page of the bank, where you approve the access with your banking authentication; you do not have to enter your banking login data in Logzi.
Click the Save button. Saving also performs the installation: after a successful operation the message “A bővítmény telepítése/módosítása sikerült!” (“The extension was installed/modified successfully!”) appears, which you can close with the Rendben (OK) button; this popup text is shown in Hungarian in every language. Once the connection is established, the bank account data (Bank account identifier, IBAN) are also shown on this tab.
If you receive the warning “A bővítmény telepítése nem sikerült vagy már telepítve van!” (“The extension could not be installed or is already installed!”, shown in Hungarian), or you are unsure about the result, open the Log tab of the extension: there you see the status, date and message of the events in chronological order. You can also open the installed extension later from the Installed extensions list.
According to the PSD2 regulation, the approval of the bank access must be renewed from time to time; if the connection is interrupted, connect again.
| Field / Element | Required | Description |
|---|---|---|
| API name | The name of the extension in the Installed extensions list. Prefilled at installation in the form “… integráció”; you can freely rewrite it, so you can tell apart several extensions of the same type. | |
| Type | The type of the extension; it is preset based on the selected card (General bank connection). | |
| Active | With Yes the extension works, with No it is paused. The default at installation is Yes. | |
| Choose your financial institution | The list of supported banks; find your bank in the list. | |
| Connect | Button under the name of your bank: redirects you to the bank page, where you approve the access with your banking authentication (PSD2). |
The appearance of the menu item depends on your permissions. If you cannot see it, ask the administrator to check your permissions.
This message is shown in Hungarian in every language and means that the extension could not be installed or is already installed. Either the data entered are wrong, or you already have this extension installed with the same settings. Check the Installed extensions list and the Log tab of the extension; if necessary, correct the data and save again.
The connection is based on the PSD2 regulation: you authenticate on the bank’s own page, and Logzi does not see your banking login data. The access applies to the information of the bank account.
Open the extension on the Installed extensions page and use the Delete button, or set the Active field to No if you only want to pause it.
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