Salt Edge¶

Salt Edge is a third-party provider that aggregates banking information from your bank accounts. It supports ~5000 institutions in more than 50 countries.

LeanSoft can synchronize directly with your bank to get all bank statements imported automatically into your database.

Configuration¶

Link your bank accounts with LeanSoft¶

Start synchronization by clicking on Accounting ‣ Cấu hình ‣ Add a Bank Account.
Select the institution you want to synchronize. You can see if Salt Edge is the third party provider of the institution by selecting it.
After giving your phone number, you are asked for an email address. This email address is used to create your Salt Edge account. Please make sure you enter a valid email address, as otherwise, you will not be able to access your Salt Edge account.
After entering your email address, you are redirected to Salt Edge to continue the synchronization process.
Make sure you give your consent by checking the consent checkbox.
Complete the synchronization by following the steps.

Update your credentials¶

You might have to update your Salt Edge credentials or modify the synchronization settings.

To do so, go to Accounting ‣ Cấu hình ‣ Online Synchronization and select the institution you want to update credentials. Click on the Update Credentials button to start the flow and follow the steps.

Don’t forget to check the consent checkbox. Otherwise, LeanSoft may not be able to access your information.

Fetch new accounts¶

You might want to add new online accounts to your connection.

To do so, go to Accounting ‣ Cấu hình ‣ Online Synchronization and select the institution to fetch the new accounts. Click on the Fetch Accounts button to start the flow and follow the steps.

Don’t forget to check the consent checkbox. Otherwise, LeanSoft may not be able to access your information.

FAQ¶

I have an error when I try to delete my synchronization within LeanSoft¶

LeanSoft can’t permanently delete the connection you have created with the banking institution. However, it can revoke the consent you gave so that LeanSoft won’t be able to access your account anymore. The error you are seeing is probably a message telling you that the consent was revoked, but the record could not be deleted as it still exists within Salt edge. If you want to remove the connection completely, please connect to your Salt Edge account and manually delete your synchronization. Once this is done, you can go back to LeanSoft to delete the record.

I have an error saying that I have already synchronized this account¶

You have probably already synchronized your bank account with Salt Edge, please check on your dashboard that you don’t already have a connection with the same credentials.

In case you already have a synchronization with the same credentials present on your Salt Edge dashboard and this synchronization has not been created with LeanSoft, please delete it and create it from your LeanSoft database.

In case you already have a connection with the same credentials present on your Salt Edge dashboard and this synchronization was created with LeanSoft, you will normally be able to find it by going to Accounting ‣ Cấu hình ‣ Online Synchronization. Please make sure to do an Update Credentials to reactivate the connection.