Integrate with Bank Feed
Comments
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Hi Tom,
It mainly depends on your bank. Is it possible to access the data from the bank through an API or similar?
Hope that helps!
Have a fantastic week!
Best,
Andrée Starå
Workflow Consultant / CEO @ WORK BOLD
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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Thanks for your response Andree. I new to this. What is an API, and how can I tell if they have one?
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Happy to help!
They do have an API but I don't know what's possible with it. Do you have any option to email the transactions on a regular basis instead?
More info about the API: https://developer.lloydsbank.com/opendata-v2.2#get-personal-current-accounts-2.2
I hope that helps!
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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