5. Map a connected bank account

After setting up a CDR or direct bank feed, you must map the connected account to a Business Central bank account before you can import transactions and balances.

Instructions

1. From Map Connected Bank Accounts > select the desired connected account > Actions > Map Bank Account

   

2. From Bank Accounts > select the Business Central account you want to map the connected account to > click OK

   

3. You will be taken back to Map Connected Bank Accounts > Notice the Mapped to column now has the BC bank account number as the value in the row of your connected account

   

    

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

If you go into a Bank Account and then select Map Bank Account, you then need to go to Actions → Map Bank Account again to start this process from the top of this page

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