Bank data feeds
Step 1: Add the relevant bank account to your fund.
Note: Only currently supported bank accounts will appear on this page.
Step 2: Select “Request Data Authority Form” from the Actions dropdown.
This will download a zip file to your computer (check your desktop or download folder).
Step 3: Unzip the file and print the PDF document.
Step 4: Scan and email the completed form to firstname.lastname@example.org
Step 5: It takes approximately two weeks for feeds to become active. Please check back at that time under the Status column:
Step 6: Once the data feed status is “Active” you will be able to select the Allocate option.
This will take you to the allocations screen:
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