How to connect to a Ledgersync Cloud Storage option.
If you are wondering on how to connect with one of the Ledgersync cloud storage integrations, then this is a perfect brief explanation article.
At the moment Ledgersync Cloud Storage currently supports:
- Dropbox
- Google Drive
- One Drive
- SharePoint
- Xero
- SmartVault
All of these cloud storage locations needs to be connected to Ledgersync. Once this is done, the statements and checks will be published on the cloud storage of your choice.
How to do this?
1- At the top of the page click on Tools
2- Select Cloud Storage
3- Select the cloud storage of your choice (ex. Google Drive)
4- Click on the "Authorize link" and follow the steps to connect.
NOTE: If left alone, the system will create a new folder structure in your cloud storage that looks like this:
Apps/Ledgersync/Client Name/Bank Name/Bank Account/Statements
** At the moment, the data will be pushed at night. It's not set up to run real time (not yet).
Related Articles
What is the best way to utilize SmartVault and Ledgersync together?
Ledgersync & SmartVault Workflow Tips Benefits of the Integration: Automate the Fetching and Secure Storage of financial information Maintain a seamless workflow Control the flow and security of sensitive information Employees can view documents ...How do I export data to a specific folder on my cloud storage?
When exporting data from Ledgersync to the cloud storage systems we connect to there a few options of available when it comes to determine the "end point" of where the data (transactions/statements/checks) are deposited to. At the moment Ledgersync ...When should I connect to Chase through Mastercard and when should I connect through Ledgersync's Premium Bank Connections?
Question: When adding Chase accounts, I noticed that I did not have the option to choose which accounts I wanted to connect, I had to connect both accounts that were under the login. Note: We are assuming the question is asking how do you choose ...How To Sign Up To Ledgersync?
OK... so you are ready to take the first step and test out Ledgersync! Awesome!! 1) Simply go to the Ledgersync.com web site and click on "Sign up" 2) Go through the form and enter in all the info. The system will not allow generic domains such as , ...How to connect and map client specific statements and checks to SmartVault
SmartVault is the best tool on the market that allows you store the banking data collected via Ledgersync is an organized and secure way. Connecting Ledgersync to the SmartVault app is super easy. Each night Ledgersync checks what has been added and ...