How to configure an importer

An importer converts a bank's file or connection data into statements, balances and, where supported, transactions.

Choose the importer

Confirm the bank, file format and transfer method before configuring Flinq. Importers are labelled as Manual or Automated and may support Balance Only or Balances & Transactions.

Configure it

1. Go to Settings > Office Settings.

2. Open Importers and find the required bank connection.

3. Select Configure.

4. Enter the settings requested for that connection. Automated connections may require a host, directories, credentials, keys, certificates or bank authorisation.

5. Select Test & Save where a connection test is available.

6. Activate the importer after it is configured.

An automated importer cannot be activated while its status is Not configured.

Understand the status

• Configured: setup is complete and the connection is available.

• Not configured: required settings or onboarding are incomplete.

• Stale: the connection has not received expected recent activity and must be reviewed.

• Failing: the latest connection or processing attempt failed.

• Not applicable: no automated connection status is required.

Managed hosted SFTP connections

Some organisations use a Flinq-managed hosted SFTP connection for inbound files. It is a configured managed connection, not a universally available self-service option. Use only the host, account, key and folder details supplied through the approved onboarding process, and monitor the importer and quarantine views for files that need review.

Configure RBSI eQ Direct

An office can hold more than one RBSI eQ client connection. Each client has its own tab, onboarding material, registration, account authorisation and import status.

1. Go to Settings > Office Settings > Importers, find RBSI and select Configure. The window is labelled Configure RBSI.

2. To add another connection, select Add eQ client, then enter the eQ customer number and Registered business name. The same eQ customer number cannot be added twice in one office.

3. Open the new client tab. Choose Production for the normal live connection. Use Sandbox only with separate RBSI test credentials.

4. Set Initial transaction history from 1 to 3,650 days; the default is 90 days. Set Consent duration from 1 to 365 days; the default is 90 days.

5. Generate the transport and signing certificate signing requests (CSRs), then download the .csr files for RBSI to sign.

6. After RBSI returns both certificate replies, select Upload signed certificates and install the transport and signing certificates.

7. Register the connection either by selecting Upload software statement and using the signed statement supplied for the office, or by selecting Use existing client ID and key ID and entering the exact values confirmed by RBSI.

8. Select Authorize RBSI account access and complete the bank authorisation.

9. Save the client settings, then select Activate imports when the client shows a configured status.

Use Fetch new statements in the relevant client tab to queue a statement fetch for that connection.