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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / Yodlee bank link to Re...
Small and medium business | Business Central, N...
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Yodlee bank link to Regions

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Posted on by Community member 2
My Bank feed stopped working last month, USA Regions Bank. We have tried removing and reinstalled the Yodlee extension, it just hangs at the log in screen, where it used to ask for my 2 factor code. My consultants recommended I try and contact Microsoft, maybe Regions Bank changed something?
Version: US Business Central 23.5 (Platform 23.0.17191.0 + Application 23.5.16502.16589)
Categories:
Dynamics 365 Business Central
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    Gerardo Rentería García Profile Picture
    Gerardo Rentería Ga... 25,225 Most Valuable Professional on at
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    Valentin Castravet Profile Picture
    Valentin Castravet 31,439 Super User 2025 Season 2 on at
    Personally I've only had issues with Yodlee. It sounds good in practice, but because of all the issues I don't recommend using it anymore. The easiest and most full proof method is to import bank statements from a csv file. 
     
    If you want to setup a bank statement import from a csv statement you can use the following guide - The Easiest Way to Import Bank Statements into Dynamics 365 Business Central – Dynamics 365 Business Central Insights (valentincastravet.com)
     

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