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Data feeds: how does it work?

How does the Data Feed tab in Office Settings work?

Amanda de Bruyn avatar
Written by Amanda de Bruyn
Updated this week

For checking the status of or the expected date of a provider's data feed.

A user can also manage a feed by means of opting in/opting out of a data feed.

Where to find it

Navigate to Office Settings > Data Feeds:

Here we see the following page layout:


Alternative

You can also navigate to Data Feeds in Office settings via Bank Recon.

Clicking on "5 Data Feeds ready to be activated" will take you directly to that screen.


Definitions

Feed schedule

When you can expect to receive your data feed

Feed status

The status of the relevant provider's data feed. Read more here

Key Individual

The authorised Key Individual who has signing rights per provider

Opt out Reason

When Opted Out of this provider's feed, the specific reason will be captured

Opt In/Opt Out

Button for Opting In/Opting Out of a provider data feed


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