Banking Service support article
8 June 2023 Less than to read
What does the Sage Bank Feed integration offer and why should I connect?
Bank Feeds reduce manual data entry and automates tasks to Sage. It allows you to become more efficient by automatically downloading and categorising incoming and outgoing transactions into your Sage solution.
Once connected, {Bank Name} pushes your transactional data into your connected Sage account every {x amount of time}.
How do I connect to Sage?
You’ll initiate the connection from your Sage product. Connecting to a bank feed may vary, depending on your Sage product. For product-specific bank feed support, check your Sage product help portal.
How to connect your bank in Sage:
- Log in to your Sage product and select the option to connect to your bank.
- Choose {Bank Name} through the search option.
- Give authorisation using your {Bank Name} account credentials.
- Select a start date to begin syncing your transactions. Note that you do not have the option to resync transactions, so choose your start date carefully.
- When activated your bank transactions will flow into your Sage solution.
What data is shared with Sage?
- Account Details
- Account Transactions
- Statements
How do I disconnect Sage Bank Feeds?
You can only terminate the connection from within your Sage product. For product-specific bank feed support, check your Sage product help portal.
How often do we sync transactions to Sage?
We sync transactions to Sage every hour, but the actual frequency at which Sage products pick up these transactions may vary. Most Sage products attempt to pull transactions at least every 2 hours.
What should I do if I have connectivity issues or I am missing transactions?
If you encounter any connectivity issues or find that transactions are missing, please first reach out to your Sage customer support team. They will review your requests and, if necessary, escalate the matter to our team for further assistance.