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Small and medium business | Business Central, N...
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Issue connecting to bank with Yodlee

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Posted on by 5

Hello,

We are having issues setting up the Yodlee Bank Feeds service and connecting to our Chase bank account.  I am using this guide as a reference: https://learn.microsoft.com/en-us/dynamics365/business-central/bank-how-setup-bank-statement-service

I have changed our bank statement import format to the YODLEEBANKFEED as noted in the aforementioned guide.  When I try to link our bank account, I get the following error message:

pastedimage1665524765108v1.png

We attempted to replicate the process in our sandbox environment with no success.  I have also used different web browsers, but that does not correct the issue.

Has anyone else experience this problem and discovered a fix?

Thank you!

I have the same question (0)
  • YUN ZHU Profile Picture
    95,681 Super User 2025 Season 2 on at

    Hi, hope the following helps.

       

    Thanks.

    ZHU

  • KH18 Profile Picture
    5 on at

    Hello,

    Thank you for responding.  The link you provided did not assist in the issue we are having.  All options to attempt to link or create a new account link lead to the same error message.

    Is there something else we can try to get this resolved?  

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