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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / Bank Statement Import ...
Small and medium business | Business Central, N...
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Bank Statement Import Automation

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Posted on by Pushparaj

Hi Experts,

I have a requirement of importing the Bank statement periodically into bank reconciliation page.

I can't use the yodlee app because my tenant is based in India.

how we can achieve this? is there any documentation of blogs regarding this integration?

  • Community member Profile Picture
    Community member 20 on at
    Bank Statement Import Automation
    Hi Pushparaj,
    I also have the same requirement. Have you been able to integrate your bank with D365 to import bank statement automatically? How?
  • Suggested answer
    DAnny3211 Profile Picture
    DAnny3211 9,272 Super User 2024 Season 1 on at
    RE: Bank Statement Import Automation

    hi

    look documentation

    learn.microsoft.com/.../how-to-import-and-reconcile-bank-statements

    DAniele

  • Pushparaj Profile Picture
    Pushparaj on at
    RE: Bank Statement Import Automation

    Hi Zhu,

    Unfortunately, it's not available in indian localization.

  • Suggested answer
    YUN ZHU Profile Picture
    YUN ZHU 73,698 Super User 2024 Season 2 on at
    RE: Bank Statement Import Automation

    Hi, I found a extension on AppSource, but I'm not sure if this supports India, you can try contacting them.

    https://appsource.microsoft.com/en-us/product/dynamics-365-business-central/PUBID.softera_baltic%7CAID.softeradokubank%7CPAPPID.8051ee19-8246-489f-9f2c-4d89e1710f7e?exp=ubp8

    Hope this helps.

    Thanks.

    ZHU

  • Pushparaj Profile Picture
    Pushparaj on at
    RE: Bank Statement Import Automation

    Thank You For your Reply.

    What I really want is BC have to integrate with the bank portal through API and Have to import the statement directly from the portal to Bank Reconciliation Page.

    Is it possible to do that?

  • Suggested answer
    Nitin Verma Profile Picture
    Nitin Verma 21,091 Super User 2024 Season 1 on at
    RE: Bank Statement Import Automation

    Hi,

    You can try below link

    www.crestwood.com/.../

    learn.microsoft.com/.../how-to-import-and-reconcile-bank-statements

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