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Issue connecting to bank with Yodlee

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!

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  • KH18 Profile Picture
    KH18 5 on at
    RE: Issue connecting to bank with Yodlee

    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?  

  • YUN ZHU Profile Picture
    YUN ZHU 69,612 Super User 2024 Season 2 on at
    RE: Issue connecting to bank with Yodlee

    Hi, hope the following helps.

       

    Thanks.

    ZHU

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