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Yodlee Error Connecting to Chase Bank

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Posted on by Mike@HBS

I receive an error trying to establish a link between Business Central Cloud and Chase Bank using Yodlee, when attempting to connect I receive an Error that a Problem Occurred, doesn't matter what username and password that I use so the error is most likely coming from BC. I created a Microsoft Support Ticket

Received from Microsoft Support:

Chase has recently changed to an Open Banking model for third party product applications to access their sites. Currently the Yodlee Fast link integration within Business Central is a screen scraping model and is no longer supported at the moment with Chase. We have brought this forward to Yodlee to determine a solution to get Chase sites supported again. At the moment there is no ETA on when a solution will be provided. For now our Simplified Bank Import option will have to be used until Yodlee is supported with Chase again.

Has anyone heard of this issue? Did Chase kick Yodlee off of it until???

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RE: Yodlee Error Connecting to Chase Bank

Mike,

Have you look at AMC Banking. They have Chase Bank on their connection list and use a completely different process. Here is the link to their site:

https://www.amcbanking.com/

The process is the same and it is fully integrated into BC.

Hope this helps.

Thanks,

Steve

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Vinita_Kas 336 on at

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RE: Yodlee Error Connecting to Chase Bank

Hey Mike

Did you try to use the service from Business central and entered your USer ID and password

use the scroll bar on the inside of the Yodlee page and not the OK button. I am talking about the highlighted scroll bar here;

When you scroll down, you should see a ‘Submit’ button. Make sure that is being clicked as that is communicating with Yodlee. If you click OK, you cancel out of the process. I have seen that error trigger if a user accidentally does that.

If you have the error it would be good to troubleshoot more

And also Microsoft team can work with you and liase Yodlee directly they did in my case before so you dont have to deal with multiple providers

Please include a screenshot of the error etc you get and might be able to help based on that

Regards

Vinita

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RE: Yodlee Error Connecting to Chase Bank

Mike,

YODLEE, except for UK, this should work after you login with your Banking credentials. I am attaching my YODLEE instructions.

Hope this helps.

Thanks,

Steve

0714.How-to-Set-Up-the-Envestnet-Yodlee-Bank-Feeds-Service-Dyanmics-NAV-2017_2D00_2018.docx

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Mike@HBS 5 on at

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RE: Yodlee Error Connecting to Chase Bank

Steve, thanks for the response, I am currently using Yodlee with Chase on our internal company BC implementation, it stopped working sometime in January, wasn't that big of a deal for us. I have set it up for other customers and have done all of the normal tricks. My main question was more to find additional information on the Chase and Yodlee relationship, somewhat expecting the Microsoft Support response to be truthful.

Thank you,

Mike

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Mike@HBS 5 on at

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RE: Yodlee Error Connecting to Chase Bank

I am going to try the AMG solution, I will let you know how this goes.

Mike

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RE: Yodlee Error Connecting to Chase Bank

Mike,

Your Partner can submit a support ticket to Microsoft on YODLEE failure with Chase Bank. They have a direct contact for YODLEE and can help you.

Hope this helps if AMC Banking fails.

Thanks,

Steve

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Mike@HBS 5 on at

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RE: Yodlee Error Connecting to Chase Bank

Steve, I am a partner and I have submitted a ticket to Microsoft Support on this issue, in the opening post of this thread, I started:

Received from Microsoft Support:

Chase has recently changed to an Open Banking model for third party product applications to access their sites. Currently the Yodlee Fast link integration within Business Central is a screen scraping model and is no longer supported at the moment with Chase. We have brought this forward to Yodlee to determine a solution to get Chase sites supported again. At the moment there is no ETA on when a solution will be provided. For now our Simplified Bank Import option will have to be used until Yodlee is supported with Chase again.

My original question was if anyone else has heard of this and is their an article that explains this better than the Microsoft Support person. I am still in conversations with them and they are talking with Yodlee, but for some reason they cannot provide me with a link to an article or any documentation related to this that I can provide to my clients saying that Chase and Yodlee do not play well together.

Thank you again for your help!

Mike

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apcoffeetea 10 on at

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RE: Yodlee Error Connecting to Chase Bank

SAME ISSUE!!!

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apcoffeetea 10 on at

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RE: Yodlee Error Connecting to Chase Bank

Any updates?

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Brian P Connell 860 on at

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RE: Yodlee Error Connecting to Chase Bank

Same issue. I also submitted a support ticket and will provide the response when it is received.

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