Skip to main content

Notifications

Announcements

No record found.

Business Central forum
Suggested answer

Yodlee bank feeds - Setup issue

Posted on by 1,632

Hello everyone,

This is question is about Yodlee setup on top of Business Central. This setup steps work well when I do the same on "My company", that is available OOTB.

However, when we do the same setup steps in our custom company, we get the below error,
"your session has expired. please see the below screen prints for the same."

From our end, we've tried disabling the setup and enabling it again, refreshing the system, logout and login in again, etc. but no luck.

Can anyone give a suggestion on this problem?

Thank you.

pastedimage1663744988982v1.png

pastedimage1663756143187v1.jpeg

Categories:
  • Suggested answer
    Valentin Castravet Profile Picture
    Valentin Castravet 6,993 Super User on at
    Yodlee bank feeds - Setup issue
    Yodlee always has these issues. For this reason I recommend not using Yodlee and importing a bank statement into Business Central from a csv file. I wrote a blog post how to do this - https://valentincastravet.com/create-a-bank-statement-import-format/
     
  • EB-02061442-0 Profile Picture
    EB-02061442-0 4 on at
    Yodlee bank feeds - Setup issue
    I have started receiving this message also, Have you found a solution?
     
    I have tried restarting the environment, applying all updates....
     
    I have tried another browser (chrome/edge).
  • Suggested answer
    Andy Sather Profile Picture
    Andy Sather on at
    RE: Yodlee bank feeds - Setup issue

    Have you tried a different browser?  If that does not work, I am wondering if there is a stranded record somewhere.  Can you go to the Envestnet Yodlee Bank Feeds Service Setup window and go to Actions > Disable Service.  This should clear any stranded records.  If that does not work, I would recommend opening a ticket with Microsoft.

Helpful resources

Quick Links

Replay now available! Dynamics 365 Community Call (CRM Edition)

Catch up on the first D365 Community Call held on 7/10

Community Spotlight of the Month

Kudos to Saurav Dhyani!

Congratulations to the June Top 10 community leaders!

These stars go above and beyond . . .

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 287,835 Super User

#2
Martin Dráb Profile Picture

Martin Dráb 225,526 Super User

#3
nmaenpaa Profile Picture

nmaenpaa 101,148

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans