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Small and medium business | Business Central, N...
Suggested Answer

Business Central and Yodlee Linking Status Out of Sync

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Posted on by 27

We have been running Yodlee bank feeds on Business Central 365/Online for almost a year and it works well until recently. Recently, the bank account link between Business Central and Yodlee got out of sync.

Business Central's Bank Account List indicates that the account is not linked, but when we run the "Link to Online Bank Account", the Yodlee pop-up shows the account is linked (the green check mark). If we continue through entering credentials, we receive a message "No new bank account is created or linked because all online bank accounts are already linked".

The obvious next step is to try unlinking the account and re-linking it. Doing so results in the error "All bank account links are up to date, or no online bank accounts exist." This is with accounts that have previously worked within Business Central and that Yodlee reports as "linked" with the green checkmark.

It appears that Yodlee's API is reporting the the account is linked, so Business Central takes no action.

More details:

  1. One bank account remains linked and working properly
  2. Inspecting the records reveals that the "Bank Stmt. Service Record" field for the working account has data and is blank for the accounts that do not work

Is there a way to manually unlink or relink accounts to Yodlee?

I have the same question (0)
  • Maskeny Profile Picture
    15 on at

    I am having this exact issue. I was importing bank records fine into 6 different bank accounts from multiple sources, then all of a sudden, it started saying "no records imported". So unlinked the accounts and relinked, same response "no records imported". So then I completely disabled Yodlee service, reset everything to defaults, and tried linking again, and now I'm getting the "All bank account links are up to date, or no online bank accounts exist." message. But none of my bank accounts are linked. I am stuck and we still have a ton of bank recs to do:(

    Was this issue addressed and solved by BC tech support?

  • Maskeny Profile Picture
    15 on at

    Okay so either this just started working again, or I fixed it from the "Edit - Envestnet Yodlee Bank Feeds Service Setup" page and selected "Actions" - "Show Advanced Settings" and changing the "Bank Feed Import Format" to something different and then back to "YODLEE11BANKFEED"., essentially resetting the service...

    Now I was able to relink all of my 6 bank accounts, from 3 different sources (Chase, Amex & Capital One), but still not getting records to import:/

    Perhaps the service is just down right now:(

  • Community Member Profile Picture
    on at

    Did you disable the Envestnet Yodlee service first?  The card is grayed out except for

    the Enabled toggle. Were you able to enable with no issues after?

  • Suggested answer
    Bob Rook Profile Picture
    27 on at

    Hi Beckymas,

    This required a hotfix, which was deployed back in Feb 2020.

  • Community Member Profile Picture
    on at

    Hi Bob,

    This is a brand new implementation.  But, I took a look and did not see this in the Feb 2020 HotFix.  Do you have a link?

    Here is the hotfix

    support.microsoft.com/.../cumulative-update-09-for-microsoft-dynamics-365-business-central-april-19-on-premises-application-build-14-10-40471-platform-build-14-0-40464-320e28cd-1d8c-95f1-7565-1e743fc53bff

  • Bob Rook Profile Picture
    27 on at

    We were working through a 3rd party for support, who we have since moved away from, so I cannot get more details. This may have been a Yodlee hotfix. I would hope that, by now, this would have been repaired in whoever's main code branch!

  • CB-25091721-0 Profile Picture
    83 on at
    Same problem and says unlinked  for more than one company that use the same bank in the same environment even using different credentials.

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