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12. Migrate a Direct Feed to a CDR Feed

This articles describes the steps to take to migrate to a CDR bank feed from a Direct bank feed.

Instructions

  1. Connect a CDR bank account by following these instructions a. Connect a bank account using CDR

  2. Disconnect your Direct Bank Feed > Bank Account Card > Actions > ACSISS Actions > Disconnect Connected Account

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  3. Map the new connected bank account by following these instructions 5. Map a connected bank account

  4. You can wait until the next day when the job runs to collect the new data OR you can do a 8. Manual data import to ACSISS Bank Statements

     

You are now ready to import to the PRJ or BAR so long as the ACSISS Bank Account Status is Active

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