What do I do when I can’t connect to a client’s financial institution/bank/credit card account even after the scoping tool told me I could?

You need to ensure the URL you are presented with when asked to enter your credentials matches the URL you would use to directly log into the financial institution/bank/credit card account.

When attempting to connect your client’s financial institution in the Smart Connect module, you need to ensure the URL you are presented with when asked to enter your credentials matches the URL you would use to directly log into the financial institution. Failure to find a match will prevent you from successfully connecting Smart Connect to your client’s financial institution.

If you have confirmed that you are using the correct URL please submit a help ticket and include a screenshot of the financial institution login screen, as well as a screenshot of the URL presented within Smart Connect to receive further assistance.

Alternatively, if the URL does not match, please submit a partner support ticket to request this URL be added as a connection within Smart Connect. Please note, there are a few factors that will determine if this is feasible and we ask for your patience as we try and establish this connection.

Until you determine if you can connect  via Smart Connect please, update the scope for this client to indicate how you will provide Botkeeper with the respective month end statements.