How to Mass Notify Clients About Broken Bank Connections in LedgerSync

How to Mass Notify Clients About Broken Bank Connections in LedgerSync

Notes

Purpose: This guide shows you how to notify multiple clients at once when their bank connections are broken, so they can reconnect and keep their financial data flowing into LedgerSync.

Getting Started
  1. Log in to your LedgerSync account.
  2. Go to Client Actions → Communication Center → Manage Client Bank Connections → Notify Clients


  3. All clients with broken bank connections are selected automatically. Scroll through the list and uncheck any client you don’t want to notify about their broken bank connection.


  4. Once you’re happy with the client list, click the blue Next button at the top to go to the message template.


  5. On the message template screen, choose a template from the drop-down, edit the current message, or write your own. When you’re happy with the message your clients will receive, click the blue Next button in the top-left corner.




    Note: To create your own custom template, follow this guide: How to Create a Custom Message Template in LedgerSync.

  6. Click the blue Send Notification button to send the message to all selected clients, asking them to update or fix their bank connections.


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Need Help?

If you need further assistance, please reach out to LedgerSync Support at support@ledgersync.com.