a. Connect a bank account using CDR

ACSISS Connect provides bank-approved feeds using CDR data or direct feeds. This article describes how to set up a bank feed with CDR.

Before You Begin

Please note the following important information:

If you are adding a Business Bank account, an additional step may be required by your bank before you can share this account type. Refer to Connect your business bank account | ACSISS Help Center if you do not see your account available to share.

You must map your account after connecting it before you can import transactions and balances.

If this is your first time using ACSISS My Data, you will need to sign up for an account. See Create an ACSISS My Data account for instructions.

Go to Bank Accounts > Actions > Connect Bank
The ACSISS consent wizard will open in a new tab > click Next
A verification code will be sent to the registered email for your account. Enter the verification code and select Next. You also have the option to Use a different email or Resend the code.

If this is the first time you are using ACSISS My Data, you will need to sign up for an account by clicking the Sign up now link. Follow the instructions in the wizard, or read about them in Create an ACSISS My Data account
Enter your company ABN and click Next
Your Company Name and ABN will be displayed. If these are correct, click Next
Read through Your Rights and Protections and click Agree
A confirmation screen will appear. Review and click Agree
On the next screen, select your bank and click Connect
Choose your bank by entering it in the search bar and clicking Select, then click Continue
You will be taken to your bank's CDR data sharing portal and asked to enter either a customer ID, mobile phone number, email address, or another form of identification (each bank has its own ID requirements)
Enter the required Customer ID and click Continue
You will receive a One Time Password (OTP) from your bank (this may be text or emailed to you, or sent via a push notification to your online banking app). Enter the OTP and click Continue
A list of available accounts will be displayed. Select the desired account(s) and click I Confirm. You are now sharing these bank accounts with ACSISS.
You will be taken back to ACSISS My Data and a success message will appear. Click Done

You will be taken back to ACSISS My Data and a success message will appear. Click Done

You are ready to map your connected bank account. See Map a connected bank account for instructions.