Overview
The connection message information below is based upon your Aggregation Service Provider (Plaid or Yodlee).
Plaid messages
If a connection error message displays on the Bank Transactions tab or on the Bank Settings tab (at the top of the page or the FIA Status column in the Map Financial Institution Accounts to Bank GL Accounts data grid), click Refresh Credentials to clear the error message. Clicking Refresh Credentials displays the Plaid wizard to walk you through entering your username and password, and clicking Submit and Continue to clear the error message. Once your credentials have been refreshed the Success message displays and the Bank Settings tab in Accounting Seed refreshes.
Yodlee messages
If Yodlee is your Aggregation Service Provider, refer to the connection messages in the table below.
| Message | Explanation | Error on the Bank Transactions tab | Next Steps |
| Action Required - Additional user authentication information is needed |
This message might display because of one of the following reasons:
|
This account cannot be automatically updated. Please navigate to the Bank Settings tab and run the Refresh action for the account’s financial institution. |
Access the Bank Settings tab and for the Financial Institution that includes the message, select it from the drop-down list. Then, click Refresh Connection to update your MFA (multi-factor authentication), as required. Note: This should change the message to “Connection successful - no action required.” Return to the Bank Transactions tab and click Update All to download Bank Transactions. Note: After the current authentication expires, you will need to click Refresh again to clear the message and download Bank Transactions. |
| Action Required - FIA failed. For more information, review our Knowledge Base | This message displays because of invalid credentials or if there were technical issues with Yodlee. | Financial Institution Account failed to connect, additional action is required. Please navigate to the Bank Settings tab. |
Access your Bank’s website to confirm/update your credentials. Once this is completed, access the Bank Settings tab and for the Financial Institution that includes the message, select it from the drop-down list. Then, click Refresh Credentials to update your credentials and MFA, as required. Note: This should change the message to “Connection successful - no action required.” Return to the Bank Transactions tab and click Update All to download Bank Transactions. Note: If the “Connection successful - no action required” message does not display after updating credentials in Yodlee’s Fastlink, please contact our Customer Support. |
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Spring ’23 Preview 1 Release
- Plaid is available as an Aggregation Provider.
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