Access to your customers' bank transactions.
Below are instructions on how to easily create a connection to your bookkeeping customers' bank with Uniconta and Mastercard Open Banking (formerly Aiia).
Establishing a connection
The connection is created under Bank reconciliation. At least one bank account must be created in Bank reconciliation.
Tap on the 'Connect to bank' menu item
Note: The Mastervard Open Banking connection is not created specifically for the bank account that is active. The connection is made to the Uniconta accounts and the bank accounts you choose to share with Uniconta. Read more in the section 'Registering bank accounts in Uniconta' about how the bank transactions from Mastercard Open Banking are connected to bank accounts in Uniconta.
If you need the customer to make the connection to the bank themselves, you can do this by sending the URL to the customer.
You find the URL under Functions and 'Show registered bank accounts':
In the image below, a URL is created and copied and sent to the customer.
We have made a draft of the email you can send to the customer:
Dear customer
We would like to create a secure connection to your bank with Mastercard Open Banking so we can securely transfer transactions from your bank to your customer account (insert account name) in our bookkeeping system Uniconta.
This must be accepted with your MitID using the following procedure:
- Click on this link: Insert link from "Service info"
- In the Mastercard Open Banking screen, click "Continue"
- Search for your bank and select it
- Select "MitID" login and authorize
- Select account(s) from the list to access in your customer accounts and click "Continue"
- Click "Accept", to approve the selected account(s)
- Enter your email address and click "Continue"
- You will now receive an email with a one-time code to enter. Then click "Continue"
- Click "End"
The connection from your bank to your customer accounts in Uniconta is now established.
Please note that, for security reasons, the connection must be renewed approx. every 3 months. We will contact you when the connection needs to be re-established.
Thank you in advance.
When the customer has completed the above, a connection to the bank has been created in the desired accounts.