Skip to main content

Notifications

Microsoft Dynamics NAV forum
Suggested answer

NAV 2018 + Yodlee Bank Feeds

Posted on by 10

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

  • Suggested answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    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

  • Suggested answer
    Andy Sather Profile Picture
    Andy Sather on at
    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.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Anton Venter – Community Spotlight

Kudos to our October Community Star of the month!

Announcing Our 2024 Season 2 Super Users!

A new season of Super Users has arrived, and we are so grateful for the daily…

Dynamics 365 Community Newsletter - September 2024

Check out the latest community news

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 290,524 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 228,469 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,148

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans