Skip to main content

Notifications

Announcements

No record found.

Business Central forum

Yodlee Bank feeds and Lloyds Bank

(0) ShareShare
ReportReport
Posted on by Microsoft Employee

Hi

Anyone knows how one can sync Lloyds Bank via Yoddle feeds? When I enable the Automatic Bank Statement Import Setup, i gte an error: "Cannot setup automatic bank statement import because selected bank requires multi-factor authentication."

Thank you in advance.

Decio

Categories:
  • Suggested answer
    Olister Rumao Profile Picture
    Olister Rumao 3,957 on at
    RE: Yodlee Bank feeds and Lloyds Bank

    Hi,

    Just a suggestion here.

    We have faced the same issue with JP Morgan Chase integration and raised the Case Ticket with Envestnet Yodlee and our suggestion is still under development since last 4-5 months.

    Meanwhile, we started with manual Importing of Bank Statements.

    Refer here community.dynamics.com/.../import-a-csv-file-for-bank-reconciliation-in-dynamics-nav-2017

  • RE: Yodlee Bank feeds and Lloyds Bank

    Hello, we experience the same issue. There is no place for inputting the HSBC security device code to the system to enable multi-factor authentication. Can someone help please?

  • AndersLarsen Profile Picture
    AndersLarsen 70 on at
    RE: Yodlee Bank feeds and Lloyds Bank

    Hi Rob

    It looks like the MFA that are required by your bank is more advanced than Security Question & Answer like

    • Token Id

    • Image Recognition (CAPTCHA-Completely Automated Public Turing test to tell Computers and Humans apart)

    If this is the case then you will need to provide this information when you get the statement details

    Regards

    Anders

  • Rob Shorland Profile Picture
    Rob Shorland 15 on at
    RE: Yodlee Bank feeds and Lloyds Bank

    Hi Anders,

    Please see the attached screenshot.

    The tenant is: businesscentral.dynamics.com/9902ec62-2d48-44a2-907a-7c6ea833a2206116.Untitled.png

    Many thanks for your help,

    Rob

  • AndersLarsen Profile Picture
    AndersLarsen 70 on at
    RE: Yodlee Bank feeds and Lloyds Bank

    Hi Rob

    Could you give us the name of the tenant so we can check what update it, or go to system information and share that information with us

    thanks

    Anders

  • Rob Shorland Profile Picture
    Rob Shorland 15 on at
    RE: Yodlee Bank feeds and Lloyds Bank

    I have been having the same issue with Barclays UK.

    The bank feed setup goes thrugh fine and then I am unable to setup the automatic statement import with the error:


    Validation Results
    
    Cannot setup automatic bank statement import because the selected bank requires multi-factor authentication.
    Can anyone who has managed to resolve this point me in the right direction?
    Many thanks,

    Rob
  • AndersLarsen Profile Picture
    AndersLarsen 70 on at
    RE: Yodlee Bank feeds and Lloyds Bank

    Hi Decio 

    I just got this reply back from Yodlee "We do support Lloyds in getting Account & statement level details" if you keep having problems then let us know through CSS that will enable us to troubleshoot this issue.

     

    Thanks

    Anders

  • AndersLarsen Profile Picture
    AndersLarsen 70 on at
    RE: Yodlee Bank feeds and Lloyds Bank

    Hi Decio 

    We are investigating this question and will return shortly

     

    Thanks

    Anders

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Yodlee Bank feeds and Lloyds Bank

    Hi All

    I had a user call into my company with exactly the same issue.

    Has anyone got any thoughts or insights into this issue ?

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

November Spotlight Star - Khushbu Rajvi

Congratulations to a top community star!

Forum Structure Changes Coming on 11/8!

In our never-ending quest to help the Dynamics 365 Community members get answers faster …

Dynamics 365 Community Platform update – Oct 28

Welcome to the next edition of the Community Platform Update. This is a status …

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,711 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,466 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans