Bank Direct Connect Setup

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3 comments

  • Brad Wilcox

    I'm getting this error when I click on the Bank Direct Connect setup link.  I am a system administrator with all permission set assigned to my account.  This is in our full sanbox.  Can someone tell me what is causing this error?

     

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  • Bao Do

    Hi Brad,

    Please submit a ticket to our support desk and one of our representatives can assist you.

    Thanks

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  • Ryan Faulkingham

    Hi Brad,

    Since the Bank Direct Connect is a live connection to the bank/credit card account, you will want to set this up in production instead of sandbox. This can be setup, mapped, and tested prior to actually importing any transactions. As long as you do not click the "create/update records" button, then nothing will be imported into your org. 

    Thank you,

    Ryan

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