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How do you get support for Bank Feeds when AccountOwner data is not coming down from the financial institution

  • 27 January 2022
  • 4 replies
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cwalton3
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Userlevel 2

Hello - 

Where does one go for support when connecting bank feeds to an institution like Capital One, where the AccountOwner data does not come down from the bank feed? Tried MX and Plaid - neither one brings down any AccountOwner or descriptive data that indicates who is making a charge. Tried logging cases in Plaid and MX but got rejected with message saying my link id was incorrect. Looking for any guidance - this is an issue for several customers who purchased bank feeds and are not able to take advantage of automated expense management because the data is not available to map to Corporate Cards in Acumatica. 

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Best answer by cwalton3 16 March 2022, 02:53

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Claire Walton

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jeremyd45
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We are struggling with this as well with a few clients. With the new customization, the provider for the import disappeared, and when you add it back in, it removes the password. I cannot get an answer as to what the password is for (it does not appear to be the bank). Has anyone experienced this?

 

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cwalton3
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Userlevel 2

Hi @jeremyd45 - I encountered this (not with the new customization).  I was able to resolve it by exporting the data provider from another tenant where it was working, deactivating the import scenario in the problem tenant, deleting the data provider, creating a new one with the same name (Bank Feeds), and importing from XML. The password populated. And then I activated the source object and source fields on the schema, and updated/activated the import scenario.

I’m setting up the new package now - if i don’t run into the same issue, I will post the data provider to this thread if you want to try this method to resolve. 

Claire Walton
cwalton3
Rank
Userlevel 2

data provider for 2021 r2 attached

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Claire Walton
Doug Johnson
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In 2023 R2 we will add Custom Mapping Rules on Bank Feeds (CA205500) form. This will provide a wider variety of source fields to map (if they are sent from the bank to Plaid/MX) and allow the use of formulas to manipulate the data.

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