NAV 2018 + Yodlee Bank Feeds

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Posted on by Wendy

Good afternoon,

Does anyone know if it's possible to use the Yodlee bank feed service with NAV 2018?

I have seen videos from Inecta that shows it is possible, I have reached out to Yodlee but was told any questions I had needed to go through Microsoft.

In NAV 2018 setup there are Cobrand fields that are apparently no longer supported by Yodlee

I'm in a position where I simply need to let me client know if this is possible (and know how to do it) or I need to tell them that it is not possible. I just need a confident answer.

Any input or experience would be greatly appreciated.

Thank you

Wendy

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Financial Management

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Community Member Microsoft Employee on at

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RE: NAV 2018 + Yodlee Bank Feeds

Wendy,

Adding to Marco's reply... I too have only heard this functions in a SaaS environment. However, I would consider taking a downloaded Bank Statement, from the Bank, and mapping it using the Data Exchange Definitions. It is not hard to do. I have done this for a few Banks over the years.

If you need help here first look at the samples in Cronus. If these are not help, if you have a copy of the Bank Statement with a sample Column and Row, I can show you how this works.

Hope this helps.

Thanks,

Steve
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Andy Sather on at

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RE: NAV 2018 + Yodlee Bank Feeds

The Yodlee extension is only for Saas environments. I have heard of a Pay as you go option with Yodlee. I think you should reach back out to Yodlee that you are on a on prem solution and not using Cloud or Saas.