Communication Center - How to invite clients to add banks or reconnect banks

Communication Center - How to invite clients to add banks or reconnect banks

Notes
Purpose: How to invite a client to securely connect or reconnect their own bank account through the LedgerSync application
Follow the steps below:

  1. Log into the LedgerSync application.
  2. Navigate to Client Actions → Communication Center → Reconnect and Add Banks.


  3. Search for and select the client you want to invite to add a bank connection.


  4. Click Next, then choose the type of bank connection you want the client to use. If you are unsure what bank connection to use please refer to article: https://ledgersync.zohodesk.com/portal/en/kb/articles/what-bank-connection-to-choose-ex-mastercard-api-ledgersync-premium-mx
    • Currently available options:
      • Mastercard API
      • MX
      • LS Premium 



  5. In the search box, type the name of the bank you want the client to connect.



  6. Click Next, then select a template message for your client.
    1. Select a pre-existing template message created by clicking the dropdown box and picking the template you prefer to use from the list.



    3. Please note that you also have the option to type your own custom message directly in the text box and send it to the customer. Please keep in mind that custom messages will not be saved for future use.


      When composing your own message you can take advantage of the available auto-fill placeholder buttons which will automatically populate key details into your message such as:

      • Bank Name
      • Client Name
      • URL Link to the Bank


      This makes it quick and easy to create personalized messages without having to manually type out these details each time!


  7. Click Send Invitation to notify the client.



    What Happens Next?

    Once the invitation is sent, the client will receive step-by-step instructions to securely connect their bank account directly within LedgerSync.

    Alert

    Need Help?

    If you have questions, please contact LedgerSync Support at support@ledgersync.com, and our team will be happy to assist.



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