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.
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 after account connecting it before you can import transactions and balances.
📘 Instructions
Go to Bank Accounts > Actions > Connect Bank
The ACSISS consent wizard will open in a new tab > click Next
A My Data pop-up will appear > If you have an existing ACSISS MyData account, enter your registered email address and password > click Sign in > jump to step 5
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 a. Connect a bank account using CDR
Enter your company ABN > click Validate
Your Company Name and ABN will be displayed, if these are correct, check the Authorise box > click Next
Read through Your Rights and Protections > click Next
If you have previously shared data with ACSISS, a list of accounts will be displayed. To add more bank accounts click Add more bank accounts. Or, if you are a first-time user, you will see the Consent to ACSISS My Data collecting your Bank Accounts screen > click Next
Add More Bank Accounts screen when you have previously shared data with ACSISS
Consent screen for first-time users
The CDR consent wizard will begin > click Start
Read about how to share your data > click Continue
On the Data Request screen > toggle on the required fields; Account balance and details and Transaction details (without these you cannot share your bank data) > scroll to the bottom > click I Consent
Chose your bank by entering it in the search bar and clicking Select > click Continue
You will be taken to your bank’s CDR 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 > 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 > click Continue
A list of available accounts will be displayed > select the desired account/s > click I Confirm. You are now sharing these bank accounts with ACSISS.
You will be taken back to the ACSISS My Data > select the accounts you want to connect to Business Central
Select any other accounts you wish to share >Choose how long you will share this data with Business Central and choose how far back you give access (no earlier than January 2017) > click Next
A success message will appear, along with your shared bank accounts and their balances > click Finish
You will be returned to Business Central on the Map Connected account screen
You are ready to 5. Map a connected bank account