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How to Connect Connect and Use Bank Feeds

You can now seamlessly sync your Fyorin account with your ERP to simplify reconciliation and improve real-time visibility. Follow the steps below to configure your Bank Feeds.

  1. Connect your ERP (if not done already):

    • Go to Connected Apps in your Fyorin dashboard.

    • Select your ERP (e.g. Xero, QuickBooks, Sage, etc.) and complete the connection process.

  2. Link your Fyorin account:

    • Navigate to the Accounts section.

    • Select the account you want to sync and link it to the connected ERP.

  3. Configure your Bank Feeds:

    • Head to Bank Feeds. 

    • Click on Configure Bank Feeds.

    • From the dropdown menu, choose the linked Fyorin account you'd like to sync.

    • Select a start date for the sync (note: it must be today or in the future).

    • Choose your desired sync frequency: as often as every hour.

  4. Submit and Sync:

    • Click Submit to activate the sync.

That’s it! Transactions from your Fyorin account will begin appearing automatically in your ERP, ready for reconciliation and review using the ERP’s built-in matching tools.

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